How to create email and SMS automated service reminders
Service Reminders are available in the Preferred & Ultimate editions of the Envision program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.
Automated Service Reminders are a great tool to use to remind clients when they are due for another service. 💆
Through this screen you can enable Service Reminders, create and edit first, second, and third reminder templates, and customize reminders for email, SMS, or both!
Reminder time frame is set on the individual service profile located in the Service List.
💥 Automated Service Reminders
Service Reminders can be found under the Marketing Tab.
Marketing > Service Reminders
Enable Service Reminders
Select this box to enable the Service Reminders feature.
Reminder Templates
Design your template here. Customize the text in each template to send to your clients per reminder, just select the tab for the message you'd like to edit. You can send a maximum of 3.
✉️ Email Template Tab
Reminder Email Subject
Enter the subject of the email here.
Reminder Email Text
Upload your email images and type text here. Format the images and text how you wish them to appear for viewing when the marketing is sent.
SMS Text Messaging is available as an add-on to Envision. You can update your account on the Account Management Subscription Page.
📱 SMS Template Tab
Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.
SMS Message Text
Enter the text of the SMS message to be sent. Any message over 150 characters will send as two messages.
Character Count
The number of characters (letters and spaces) will display here. This number will adjust as text is entered in the text box.
First Name / Last Name / Service ID / Description Buttons
You may use these buttons to enter a merge field into the SMS text message. This will enter a placeholder such as {FirstName}, which will fill with the selected field per message when they are sent.
Placeholders may effect the number of characters and could result in a message that is longer than 150 characters.