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d) Managing Message Campaigns

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    Create email and SMS text message templates to send to your Leads and Customers. Message Campaigns in SecurityTrax are Static or Dynamic emails and SMS text messages that you create ahead of time. They save hours of work and help maintain a consistent voice throughout all communications to your Leads and Customers.

    Emails and SMS text messages can be the same each time they're used (STATIC) OR updated automatically based on the context in which they are sent by using Fields to retrieve information already entered into SecurityTrax (DYNAMIC).

    For example, a STATIC message could look like this:





    Or, by using Fields, your DYNAMIC message could look like this:




    The Dynamic message example above uses a 'Customer Object' Field to automatically place 'Florence Holmes' (the customer) in the message. There are a variety of message 'Objects' available. Each Object Type will be explained on the pages that follow.

    We'll explain how both Email and SMS Text Messages are created in SecurityTrax, plus show samples of the wide variety of Dynamic messaging types available and provide the Fields to use for each message type.

    NOTE: SMS Test Messages must be enabled. A $0.05 per message charge will be incurred by sending SMS text messages to Leads and Customers. There is no charge for sending emails.