Messaging Customers

Overview

With MobiWork you can generate email or text messages for your customers. You can use these messages for a variety of reasons.

This section will highlight how to access these messaging features and how to effectively utilize them.

Table of Contents

Edit Email Message

By default, MobiWork offers a preconfigured email template. This template can be accessed from the customer profile:

However, before you send the email you can easily edit the message. For more information about these email messages, please see the Customer Settings page.

Custom Email Templates

For more advanced email or text message templates (e.g., welcome email or text message, email that reflects your company's aesthetics, etc.), please contact our Sales Team at Sales@mobiwork.com.

Email Multiple Customers

To send an email to multiple customers, just enter their email addresses in the designated field within the email template. Be sure to separate each email address with a comma. For more information about messaging customers, please see the Send Messages to Customers page.

Sending Customer Login Credentials

You can easily send your customer login credentials with the following steps:

STEP 1: Access the Customer Feature

Access the Customer feature tab from your web application:

STEP 2: Access the Drop-Down Menu

Right-click on the desired customer or click on the Individual Actions button; from the drop-down menu, select the "Send Customer Portal Credentials" option. The Send Customer Portal Credentials pop-up window will then appear:

STEP 3: Edit the Message

In the Send Customer Portal Credentials pop-up window, enter the email address and subject; you can also edit the message itself. Once you are satisfied with your updates, click the Send button.

The default message will include a link to the customer portal, the log-in ID for the customer (phone number), and the password (PIN) for the customer:

Set Up "Do Not Email" Customer Setting

If a customer requests not to receive emails from your company, you can configure the "Do Not Email" setting in their customer profile. To set up this preference, you will need to edit their customer profile. For instructions on accessing the Edit Customer pop-up window, please refer to the Edit Customer(s) page.

Once you have opened this editing window, select the "Do Not Email" checkbox, and then click the Save button. The customer will no longer receive emails from your company:

To see if a customer has the "Do Not Email" setting activated in their customer profile, you can access their View Customer pop-up window and view the "Email" row in the "Summary" column:

For more information on accessing the View Customer pop-up window, please consult the View Customer page.

Set Up "Do Not Text" Customer Setting

If a customer requests not to receive text messages from your company, you can configure the "Do Not Text" setting in their customer profile. To set up this preference, you will need to edit their customer profile. For instructions on accessing the Edit Customer pop-up window, please refer to the Edit Customer(s) page.

Once you have opened this editing window, select the "Do Not Text" checkbox, and then click the Save button. The customer will no longer receive text messages from your company:

To see if a customer has the "Do Not Text" setting activated in their customer profile, you can access their View Customer pop-up window and view the "Text Messages" row in the "Summary" column:

For more information on accessing the View Customer pop-up window, please consult the View Customer page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!