Train CSRs and Dispatchers on customer notification workflowsLast updated on 03/22/2022
The following steps will need to be added to the call booking process:
Confirm the customer's delivery preferences.
When talking with an existing customer, make sure you confirm the customer’s delivery preferences.
When setting up a new customer, ask if they would like to receive automatic notifications to their mobile and/or email addresses.
Make sure notifications don't get sent to spam.
Tell customers that they should add firstname.lastname@example.org to their email address book, so messages will not be flagged as spam.
Tip: CSRs and Dispatchers should read the following articles:
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.