Creating and Editing Messages | ALLDATA

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Creating an Email Blast
Customizing Your Outgoing Email Address
Creating and Editing Messages
Creating Reminder Types
Sending Messages to Customers From the CRM
Sending a Text Message to the Customer from the Work Document
Assigning a Reminder to a Vehicle
Integrating with Intuit Demandforce
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Enabling Twilio Text Messaging Service
Register Your Twilio Number (A2P 10DLC registration)

Creating and Editing Messages

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Write a single text or email message and send it to many customers, while automatically personalizing each message with information from your customer database.

 

  1. Click Setup >> User Options >> Messages.
  2. Select an option below: 

Create a Message

Edit a Message

 

Next steps: