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Texting and Emailing in Chariot: An Overview

Enhance customer communication in Chariot with manual templates, automated messages, and two-way texting!

Updated over a year ago

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.

Automated Messages

Explore the world of automated messages that Chariot handles seamlessly in the background. From thanking customers for web form submissions to confirming estimate signings and completing digital bills of lading, Chariot keeps your communication on track. Discover optional automated follow-ups, simplifying your customer interaction.

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.

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.

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