Send Message
The Send Message feature on the PiCortex platform allows you to send messages to your customers, keeping them informed and up-to-date. Here's how to use the Send Message feature to communicate with your customers effectively:
1. Select Customer
To send a message to a customer, you first need to select the customer you want to work with. You can do this by navigating to the "Customers" section of the platform and selecting the customer from the list.
2. Compose Message
Once you have selected the customer you want to work with, you can compose your message. You can do this by clicking on the "Send Message" button and entering your message in the text box provided. You can also choose to include attachments, such as images or documents.
3. Send Message
After you have composed your message, you can send it to the customer by clicking the "Send" button. The message will be delivered to the customer's preferred communication channel, such as email or SMS.
4. Review Message
Once the message has been sent, you should review it to ensure that it is accurate and complete. You can do this by checking the message history for the customer in the "Messages" section of the platform.
Tips for Using Send Message
Here are some tips for using the Send Message feature effectively:
- Personalize your messages to make them more engaging and relevant to the customer.
- Use clear and concise language to ensure that your message is easily understood.
- Include a call-to-action to encourage the customer to take action.
- Use the message history to keep track of your communication with the customer.
Conclusion
The Send Message feature on the PiCortex platform allows you to send messages to your customers, keeping them informed and up-to-date. By selecting the customer, composing your message, sending it, and reviewing it, you can communicate with your customers effectively. Use the tips provided to make the most of this feature and improve your customer management process.