How to configure email notifications for individual customers.
When in ServQuest, you will navigate to the Customer Smart Search. Selecting a customer, open the Customer Maintenance form and navigate to the Email tab.
On this screen, you will see your list of active campaigns* along with where the campaign should send the email and/or text to.
- Customer 1 = E-mail field located on Information tab on Customer Maintenance form
- Customer 2 = Email 2 field located on Information tab on Customer Maintenance form
- Bill To 1 = E-mail field located on Address Maintenance form
- Bill To 2 = E-mail 2 field located on Address Maintenance form
- Ship To 1 = E-mail field located on Address Maintenance form
- Ship To 2 = E-mail 2 field located on Address Maintenance form
- Other Emails = Free text field where you can enter additional emails by campaign for the specific customer record.
Note: Customer Maintenance email fields, Ship To email fields, and Bill To email fields are all independent of each other. Updating in one form will not update in the others.
If you want the customer opt out of a notification campaign, for example, you will uncheck the appropriate box in the columns as shown below:
To update the settings, you can select the Email/Text Settings dropdown to set campaigns for the specific customer. By default, this is set to Email and Text for all customers, including NEW customers when added to the system.
If NONE is selected, the customer will receive no emails and/or SMS notifications. This is a master setting to dictate whether the customer receives any communications or not.
The Customer Maintenance screen can also be accessed from the Schedules Smart Search by selecting the schedule and then clicking on the Customer button. This can be helpful if a customer calls in relation to a schedule and not receiving notifications so you do not need to navigate away from the Schedules page.
To enhance your visibility, you will want to add any email fields to the Schedules Smart Search column set in ServQuest. This will allow you to see if the customer has an email address populated without having to open the customer form.
*Note: The campaigns listed in the image above may not match what you will see in your configuration. Active campaigns are based on what has been purchased. Reach out to Prism for further information on additional campaigns.