Follow up?

Automagically email your customers pre & post install.

Scott Harvey avatar
Written by Scott Harvey
Updated over a week ago

Customers like being kept in the loop, and what better way than having emails go out automatically before and after install.

With standard notifications via Clockit the customer will get an email/txt confirmation when the job is booked and a txt message reminder the day before the Install happens or the morning of the measure.

You can now schedule emails to be sent to customers automatically choosing when they are sent and customising what the emails say. If you would like to add some additional email notifications to your account please review the examples below and the the listed short codes available.

To find out more about customising the customer notifications please check out this article.

Examples:

A reminder email can be sent 2 days before install

Hi [customer_name],

We are all set to install your [product] [job_date_string].

If you need to move furniture, now is a good time to start.

Please get in contact with [staff_member] should you have any questions on [retailer_phone].

Kind regards

[staff_member]

[retailer_name]

A follow up email can be sent a week after install

Hi [Customer Name],

We hope you're happy with the install!

How did we do? Please reply back with any feedback & if you have any questions about your [Product] please contact [staff_member] on [retailer_phone].

Kind regards,

[staff_member]

[retailer_name]

Short Codes & there Descriptions

Short Codes allow emails and texts to include specific data from Clockit as listed here:

Short Codes & there Descriptions

[retailer_name] Retail store business name

[retailer_phone] Retail store phone number
[staff_member]Staff Member that created the booking or is completing a measure
[product] Product to be Installed
[job_date_string] Date of install/Measure reads like; on Sunday 23rd July, 2023
[job_time_string] Time of Measure (Measure notifications only)
[customer_name] Customers Name
[site_address] Address of Job/Measure
[ref_number] Reference Number (from jobsheet)
[job_executor_first_name] Installers name

Please contact support if you have any questions or would like to get this setup.

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