Tudodesk comes with a built in, fully integrated email, SMS and message automation engine. This is a powerful feature that can save your team a lot of time, automating tasks at scale, and help you deliver a superior customer service experience for your customers and clients.
Automated messages make it easy for you and your team to:
Send estimates and emails
Send welcome emails or auto-res-ponders when forms are submitted
Update customers on Job status updates
Notify customers when goods land
Request reviews
Chase sales with auto follow up emails after estimates are sent
Collect payment with auto-invoice reminders
Automation triggers
Automation triggers are events that fire when an action takes place on a document.
For example when an estimate is marked as "sent" an automation triggers that sends the email to the customer.
Examples of triggers are
When a document status changes
When a form is submitted
When an order, estimate or quote is "accepted" or "declined"
When an invoice is paid
Scheduling when the message is sent
Once the event "triggers" you can set a delay (1 min - 7 days max) of when the message should be sent.
Drip email (Email stories)
Tudodesk offers even more power by allowing you to set-up message stories or "drip" emails that fire sequentially after an event takes place.
You can specify when and how the messages are halted. For example if you send a series of emails to chase up the order on an estimate, you can tell the automation engine to "halt" the emails if the customer "accepts" or "rejects" the order.