Email Auto Follow Up

How it works

When the Auto Follow Up system is activated, each evening, the updater will send emails to your clients based on certain criterion. The system is totally automatic, and once you have it setup, nothing else needs to be done by the computer operator.  For this to work properly, your client needs to have a valid email address on file, and you must have messages configured.

When a workorder is "closed", an email record will be created if the client has a qualified address in the system.  The first night, a Thank You note will be sent.  Then, if you have messages setup, after 30, 60, 90, and 120 days, a followup email will be sent.  Each will include the text you have set in your system.  These all go out automatically, without any steps needing to be taken ... set it and forget it !

Creating the messages

Your first step will be to create the text to be included with each email.  You will do this in the text editor located in the Client Follow Up system. Make sure your Type is an E.  Spend some time with your text because you want to be sure to catch your client's attention.  Also, keep the length brief.  That way they are likely to read it.

The first text should be a sincere, quick, thank you message for choosing your company to perform a service.  The 30 and 60 day reminders should focus on them calling you should they sense anything could be wrong with the vehicle, and perhaps a small tip on enhancing performance.

The 90 day is an alert that normal periodic service is due and advisable.  The final reminder should be a caution that service may be overdue on the vehicle and an invitation to call for details.

Setting up the automation.

Once you have the texts written, go to the automation setup.  Check the box to turn on the system, then specify S)MTP of C)DO for the type of email you have setup in your system.  Next use the lookups in each of the reminder fields to select the text you created for each of those intervals.  Save and Exit and from then on its all automatic.