Expiration Reminder

Jose

Customize the notification content, the reminding frequency and when to escalate

Find out how to insert variables from expirations, contact, locations, etc. into templates

Find out how to attach a file to an email template using the media library

Find out how to insert images and a logo to email templates

Find out how to test email and mobile templates

Find out to group emails together instead of sending them individually for each expiration

Find out the different types of default notifications and the order of precedence in Expiration Reminder

Find out how to send different email notifications based on category

Find out how to change the default from name for emails

Find out how to use escalation rules to send notifications to other contacts at specific times

Find out how to send notifications to contacts based on a category

Find out how to send notifications to a contact supervisor or manager

Find out how to track employee or customer birthdays

Rules and guidelines set forth by FCC and CTIA for sending text messages are already handled for you behind the scenes.

Rules and guidelines set forth by CRTC for sending text messages are already handled for you behind the scenes.