Overview: Greetings Manager allows admins or staff to send personalized greeting SMS or emails to clients’ contacts or staff on their special days such as birthdays, anniversaries, and other significant events. This plugin enhances client engagement and company credibility by automating the process of sending best wishes.
Key Features:
- Automatic Scheduling: Admins and staff can create schedules to automatically send SMS or emails to clients or staff on their special days. This one-time setup ensures continuous engagement.
- Default SMS Gateways: Utilizes the default SMS gateways provided by iTech CRM, eliminating the need for additional SMS gateway implementations. Available SMS gateways can be checked via Setup -> Settings -> SMS.
- Email Integration: Leverages the default email settings in iTech CRM for sending personalized greetings.
- Custom Fields Utilization: Uses custom date fields in contacts and staff records to determine the dates for sending greetings.
- Greeting Logs: Admins and staff can view logs to see who received the greetings and when they were sent.
- Multiple Scheduling Options: Staff can create multiple schedules for sending wishes, such as sending reminders 7 days before, 1 day before, and on the actual day.
- Comprehensive Tracking: Admins and staff can view schedules to track how many clients or staff have been sent SMS or emails.
Advantages:
- No Need for New SMS Gateways: Utilizes existing SMS gateways in iTech CRM.
- Enhanced Client Engagement: Proactive and personalized communication boosts client satisfaction and company reputation.
- Automation and Efficiency: Automated scheduling and sending of greetings save time and ensure consistent engagement.
Automated Greetings: SMS and emails will be sent automatically to clients or staff using Cron Jobs, ensuring timely delivery without manual intervention.
