Service Follow-ups
The Virtual Receptionist is capable of sending a service follow up email to your customers a set amount of time after their service has been completed, for example, 14 days later.
Virtual Receptionist Configuration
Section titled “Virtual Receptionist Configuration”The Virtual Receptionist must be configured to send emails using your email account for follow-up messages to be sent and the Virtual Receptionist Service must be running.
Enable/Disable Service Follow-up
Section titled “Enable/Disable Service Follow-up”You can enable/disable this feature entirely.
- Navigate to Configuration > Virtual Receptionist.
- There is a workflow that sends follow-up messages:
Send service follow up email to customer
- Click the Activate or Deactivate action to enable/disable the workflow.
Customize The Follow-up Time
Section titled “Customize The Follow-up Time”Each service type can be configured to send a follow-up email as well as the amount of days after the service has ended.
- Navigate to Configuration > Service Types.
- Select the desired service type.
- Set the Follow-up Days property to the desired amount of time after a service ends before sending the follow-up.
- Check the Send Text/Email Follow-up.
Customizing Service Follow-up Message
Section titled “Customizing Service Follow-up Message”- Navigate to Configuration > Templates.
- Select the Follow up email template with key name
REV23_FOLLOW_UP_EMAIL. - Click the Clone action to create your own copy.
- Click the Show Template Designer action.
- Make your desired changes in the Template Designer and save.
- Navigate to Configuration > Virtual Receptionist Options.
- Click the Service Follow Up Options tab.
- Set the Service Follow Up Email Template property to your new template.
- Click the Save & Close action to save the Virtual Receptionist Options.
Customize the Follow Up Email Subject
Section titled “Customize the Follow Up Email Subject”You can customize the subject of the email that is sent in Configuration > Custom Texts by modifying the custom text with key name WORKFLOW_SERVICE_FOLLOW_UP_EMAIL_SUBJECT.