Filter marketing emails based on appointments on a specific date AND with a specific collaborator.
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Lydia Munis
In case of absence of a collaborator, we would like to be able to create an sms/email campaign but with the following filters: Choice of collaborator for a specific period of time. Because currently, when we have to create a campaign we have to find ourselves the customers who should be canceled for the collaborator. The “for a specific period” filter already exists but if we activated it, it would send a message to the customers of all employees in the period as well.
Initially, we took Optios for this service and we clearly explained it and then indicated it to the sales representative by email but it is not yet ready.
Currently, people with appointments are not notified (sms/email) if we cancel their appointment manually either.
Sara Meert
Merged in a post:
Being able to filter marketing mail by appointment on a specific date AND with a specific employee
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Anicée Van Camp
when mailing so that only customers who have an appointment on a certain date with a certain colleague can filter (e.g. for an absence)
Sara Meert
Merged in a post:
Marketing campaigns can filter for customers who have an appointment with employee X on date X (useful if employee is ill)
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Anicée Van Camp
Marketing campaigns can filter for customers who have an appointment with employee X on date X (useful if employee is ill)
Sara Meert
Lydia Munis I can give you a little advice! It's not ideal, but it can help. Go to the agenda and click on the three bars at the top left. There, you can choose to print the agenda. First select the period, then choose “by collaborator”. You will then get a list of all the appointments for this specific employee during the selected period.
I understand that you will still have to encode them, client by customer, in the marketing campaign... But I hope that this way you will already have a good list to continue working.
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Lydia Munis
Sara Meert thanks, that's what I had to do. It's better this way but I chose the electronic agenda to no longer have paper and especially to no longer have to manage appointments when my collaborators are absent. It was really the most crucial point for me to be able to warn everyone in a few clicks. Here, it's easier for me to send a group SMS from my mobile phone myself. It's still taking up my time... so if the option can be added that's good. Thanks a lot for the advice anyway;)