In this article, we will cover the email and texting setup options for those that have purchased the FieldCentral Connect Add-on feature.
In order to ensure that you and your customers get the most out of this communication feature, be sure to ensure that your settings are appropriate to your needs.
Once you have logged into your FieldCentral web account, navigate to the Settings Page via the quick access panel.
Select Communications
At the bottom of the page users will see email and text options.
Lets first take a look at the email options (these will also apply to texting).
There are 2 buttons:
- Enable all email and texting template types to all existing contacts - this button will set all email and texting template types for all existing contacts in field central
- Enable texting for all phone numbers - this will opt in phone numbers for texting. Customers will still have to opt in once they receive their first message. This just enables them to be sent.
Additionally, each email option does the following:
- When adding a new account include all email and texting types - email and texting types will automatically be applied when a new account is added
- Only send automatic reminders for confirmed visits - auto reminders will only send if the visit has been marked confirmed
- When using time ranges, always show the first visit of the day as an exact time - If using a time range variable for emails or text messages it will show the first visit of the day as the exact time it is scheduled. If the first visit is scheduled for 8am the message will say to the customer their visit is at 8am.
- When using time ranges, do not allow the range to precede the start of day - if using a time range with a negative (ex. -1+2) it will ensure that it does not proceed the start of the day set in the schedule view options.
- Send approval confirmations to - set a specific email or emails to receive any approval confirmations
Texting options (only apply to text messages):
- Assign text replies to - set a user to receive notifications when text messages are replied to.
- Text replies priority - assign the reminder priority for text message replies
- Unrecognized text reply - has a default message but a custom message can be created by selecting the pencil icon.
Be sure to review your email and text settings the next time you login to ensure you are getting the most out of this feature!