Editing automated sales messages

The 12handz platform sends automated notification messages - emails and/or SMS text messages - as reminders that certain actions are still waiting to be completed, such as:

  • A customer sends you an estimate that you have not yet replied to
  • Your customer will receive a notification if they have not responded to:
    • An estimate
    • An invoice
    • A receipt
    • A request for payment
All of the above notification messages can be edited and customized to your preferences.

To edit an automated sales message

  1. Go to Settings > Sales messages
  2. Choose which sales message you'd like to edit
  3. Click Edit 
  4. Change the message(s) content as desired
  5. Click Update

 

Use dynamic text to further customize and personalize your messages.