SortScape allows you to send text messages (i.e. "SMSs") and emails to you customers letting them know of your next visit. This saves you time because you no longer have to type the same message over and over again from your mobile phone.
Enabling customer text message notifications and emails
To disable or enable Customer text message notifications, log in as an administrator and go to the Customer messaging settings screen.
From this screen you can enable or disable Customer text messages.
Customer notification templates
SortScape allows you to create message templates so that you can send a standardised message to each of your customers. To help you get started, there are a default message templates for both text messages and emails which you can override with your own custom template. You can create any number of message templates.
Template order
When sending text and email messages to customers manually, your employees will select which template to use for sending the message. You can specify the order these templates appear in the dropdown by reordering the templates on the customer messaging admin screen. Dragging a template to the top of the list makes it appear first in the dropdown.
Template tags
You can add "tags" to your template so that each message is customised to the person you're contacting. For example, the tag cust_first_name would get converted to "Sue" if you're sending a message to Sue Abbott. See the example below.
Message tag example
Hi cust_first_name, we will be at cust_address on job_date. Please call or text me at user_mobile if you need anything. - user_first_name user_last_name
converts to:
Hi Sue, we will be at 18 Banner Road on Friday, 29 January. Please call or text me at 4107748838 if you need anything. - Harold Rasmusun
The full list of notifications tags can be found when creating and editing templates.
Recent messages
SortScape provides a message log so that you can view and search all text messages and emails recently sent to customers. To view messages recently to customers, log in as an administrator and click on the “Cog” in the upper right hand corner of the screen and select “Customer messaging” from the menu. Scroll down to the "Recent messages" section.
View recently sent text messages and emails for all customers