Send Email to Multiple Customers from Workplan
gathering votes
B
BRENT BRIDGEMAN
Example: All of my customers that need to be sent "Come Test Drive" email, if I have 25 people that need this email on my DAILY TASK I would like to have an option to select those customers and "Send ALL" that specific menu email. I can save more time this way.
Since the email prompt is there I should be able to select all customers from my "TASK" that day and then send that prompt to ALL of those customers that are in my Queue under the suggestion email..
This would be a phenomenal time saver instead of having to choose each individual customer manually. It would literally save 4 to 5 hours a day when you have 300 tasks sometimes.
Drew Adler
Merged in a post:
Send multiple customers the same email/text
L
Lance Nichols
It would be great to be able to check off multiple customers to send them all the same text/email template. For example, if we are contacting 20 people because their license plates came in. To be able to check off those 20 people all at once and send them all the same email and text would save a ton of time.
Shelby Parker
Hello Lance Nichols! I have a few more questions for you:
- What specific criteria or filters would you like to use to select multiple customers for sending the same email/text?
- How often do you anticipate using this feature, and for what types of communications?
- Would you need any tracking or reporting features to monitor the success of these bulk communications?
Drew Adler
gathering votes
Shelby Parker
Thank you for posting, BRENT BRIDGEMAN! I have a few more questions for you:
- Can you provide more details on how you currently select customers for the 'Come Test Drive' email?
- Are there any specific criteria you use to determine which customers should receive this email?
- How do you envision the 'Send All' feature working in terms of selecting the right customers?