Evopos Help - 2.09.068

Contacts - Communications section

Contacts - Communications section

Previous topic Next topic  

Contacts - Communications section

Previous topic Next topic JavaScript is required for the print function  

Evopos lets you communicate with your contacts by Email, SMS or Mail. Because certain methods can be quicker and more efficient we have a Communications centre where after you have selected who you want to contact, you can control the best method to contact them.

 

Building the List

Select Contacts then Comms

Confirm the name of the List. By default this is set to the current year and month. (JUL-2009-A)

Select the criteria for contacts you want to Include first  (This can be contacts who have had an MOT, Brought a new vehicle, New Customers and so on)

Select the Build option on the left menu (you will be prompted to either clear current records in the list or add new contacts to list)

Then select the criteria for the ones you want to Exclude (This may be contacts who have already been in recently for a service etc)

Select the Build option on the left menu (you will be prompted to either clear current records in the list or add new contacts to list)

Once you have created the list then select method of communication:

oEmail – Confirm the “Send From Email”, “Email Subject” and “Email Text” then click send

oSMS – Confirm text to SMS and click send

oPrint – Select from the list of different mail shot letters to print and mail to contacts.

oFile – Export the mailing list to either an Excel worksheet or a Microsoft Outlook Addresses import file

 

 

Tip 1 – Try and capture every customers Email address and Mobile number where possible to ensure that the Comms section is more effective at reaching the desired contacts.

Tip 2 - Each list can be made up of multiple criteria (I.E All customers live in your local area AND are due for an MOT)