This guide delves into texting and emailing in Chariot, designed to streamline your communication and save you valuable time.
Manual Templated Texts and Emails
Chariot offers manual templated messages for key moments: web form submissions, estimate sending, and booking confirmations. Watch as Ian demonstrates the process in the leads dashboard, showcasing how easily you can tailor messages to your needs.
Customizing Templates for Specific Scenarios
Adding Standard Messages to Templates
You can include standard messages, such as disclaimers or important notes, in your email templates to ensure they are consistently communicated to customers. For example, to add a message like “Also, please note that we do not offer packing services”:
Open the Settings section in your Chariot account.
Identify the relevant email templates under the View Message Templates tab.
Edit the "Web Form Completed" email template to add this message for communications triggered after form submissions.
Similarly, modify the "Send Estimate" templates (e.g., Local and Long Distance) to include this message when sending estimates.
Two-Way Texting
Two-way texting functions allow quick customer engagement, perfect for addressing questions about inventory or coordinating moves efficiently. Dive into the messages tab, resembling a text messaging application, and witness the simplicity of this feature.
Tips for Effective Template Customization
Ensure your message is clear and concise to avoid confusion.
Use consistent language and formatting across all templates to maintain a professional tone.
Regularly review and update your templates to reflect changes in services or policies.
Test your templates by sending a few emails to yourself or a colleague to verify formatting and content delivery.
Conclusion
As Chariot evolves, we aim to optimize your customer communication. Whether it's manual templated messages, automated follow-ups, or two-way texting, Chariot ensures you connect with your customers seamlessly. Share your feedback, and let us continue enhancing your experience with Chariot.