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How Do I Send A Custom Message To A Specific Customer?
How Do I Send A Custom Message To A Specific Customer?

Sending a custom message to a specific customer.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Sending a custom messages to a specific customer is easy!


FROM THE WEB APP


​Step 1: Go to a customer record > contact > send a custom message.

Step 2: Select a template or 'new email / text / phone call.

Step 3: Done!
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Note: You can also send a custom message when completing an event.
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FROM THE MOBILE APP

Step 1: Go to a customer record
​Step 2: Tap "Contact"

Step 3: Tap "Send a custom message".

Step 4: Done!

Note: You can also send a custom message when completing an event.

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