Send Email Notifications to Customers When a Job is Added | Quick Guide

Описание: Welcome to our Okappy tutorial! In this video, we demonstrate how you can keep your customers promptly informed about the jobs you add on the Okappy platform.

With our easy-to-use interface, you can automatically notify your customers via SMS text message or email when a new job is added. This not only enhances communication but also ensures your customers are always in the loop with real-time updates.

🔹 What You Will Learn:

How to navigate to the jobs screen within Okappy.

The process of clicking the 'New job' button and selecting the appropriate job type.

The importance of ensuring the job type includes an email field for notifications.

Steps to select your customer and complete job details.

How to correctly enter the email address in the email field where the notification will be sent.

Checking the 'Advise customer by email that their job has been added' option.

Finalising the process by clicking the 'Add job' button.

Understanding how Okappy remembers your settings for future job additions.

🔹 Key Takeaways:

Efficiently set up email notifications for your customers.
Ensure seamless communication and updates regarding job statuses.
Utilise Okappy's feature to remember your settings, reducing repetitive tasks.

🔹 Who Is This Video For?

This tutorial is ideal for existing Okappy users or other companies who want to streamline their job management process and enhance their customer service.

Whether you are new to Okappy or looking to explore more of its features, this video is a great resource.

🔹 Additional Information:

Remember, once the checkbox is checked. Every time a new job is added with a valid email address in its details, Okappy will automatically send an email notification to that address. This ensures continuous and hassle-free communication with your customers.

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🔹 Support:

For further assistance or queries related to Okappy, please check our help and support pages at https://www.okappy.com/support/

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#OkappyTutorial #CustomerNotification #JobManagement #EmailNotification #WorkflowAutomation #OkappyFeatures #ClientCommunication #UserGuide #ServiceUpdates