Quick Messages Dashboard

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Sending short, personalized messages to your customers allows for efficient, timely communication that builds relationships, provides information, and enhances the overall customer experience. Doing that on the fly in Encompass, without having to use another service, is simple from the Quick Messages dashboard.

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1. Navigate to the Quick Messages Dashboard

To send a text message or email to a group of customers, navigate to the Quick Messages dashboard.

Navigate to the Quick Messages Dashboard

2. Select the message type: Text or Email

From here, select delivery method by tab at the top of the page: Text Message or Email.

Select the message type: Text or Email

3. Enter the Subject and Message Body

Enter the message details in the fields provided. When sending an Email, enter an eye-catching Subject Line then move on to the message body. This is a rich text field, so format the style and size, and add bullets, numbers, and links, as needed!

Enter the Subject and Message Body

4. Enter the Message Body

If you're sending a Text message, you're not able to apply formatting and the message will appear for recipients exactly as you've entered it here. Keep it short and, if you're sending a link, you'll need to send the full address to make it clickable.

5. Click "Select Customers"

Regardless of the delivery method, the next step is to select the Customers to receive the message. Click the Select Customers button.

Click 'Select Customers'

6. Apply filters and click "Search"

Enter filter criteria to identify your message recipients. Filter by Customer Name or I.D., A.R. Account, Chain, Sales Rep, and more. When all filters are entered, click "Search" to generate the list.

Apply filters and click 'Search'

7. Preview list and De-select using the Checkboxes

Once the filters are applied, a list of Customers Users with matching criteria are displayed below with details like phone number and email address. Use the checkboxes to deselect anyone you don't want to send to.

8. Click "Send Now" or "Schedule Send"

Finally, tell the system when you want to send the message. Select either "Send Now" to deliver right away, or "Schedule Send" to deliver at a specific day and time.

Click 'Send Now' or 'Schedule Send'

Your reasons for sending might include delivery updates to customers impacted by a holiday or weather event, it might be to make an important announcement or deliver news, or any other reason. The Quick Messages dashboard makes sending targeted communications simple.

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00:00: Sending short, personalized messages to your customers allows for efficient, timely communication that builds relationships, provides information, and enhances the overall customer experience. Doing that on the fly in Encompass, without having to use another service, is simple from the Quick Messages dashboard. 00:19: To send a text message or email to a group of customers, navigate to the Quick Messages dashboard. 00:25: From here, select delivery method by tab at the top of the page: Text Message or Email. 00:32: Enter the message details in the fields provided. When sending an Email, enter an eye-catching Subject Line then move on to the message body. This is a rich text field, so format the style and size, and add bullets, numbers, and links, as needed! 00:49: If you're sending a Text message, you're not able to apply formatting and the message will appear for recipients exactly as you've entered it here. Keep it short and, if you're sending a link, you'll need to send the full address to make it clickable. 01:03: Regardless of the delivery method, the next step is to select the Customers to receive the message. Click the Select Customers button. 01:12: Enter filter criteria to identify your message recipients. Filter by Customer Name or I.D., A.R. Account, Chain, Sales Rep, and more. When all filters are entered, click "Search" to generate the list. 01:27: Once the filters are applied, a list of Customers Users with matching criteria are displayed below with details like phone number and email address. Use the checkboxes to deselect anyone you don't want to send to. 01:40: Finally, tell the system when you want to send the message. Select either "Send Now" to deliver right away, or "Schedule Send" to deliver at a specific day and time. 01:51: Your reasons for sending might include delivery updates to customers impacted by a holiday or weather event, it might be to make an important announcement or deliver news, or any other reason. The Quick Messages dashboard makes sending targeted communications simple.