It would be good if there was a feature to group customers (according to a common feature), and then be able to assign specific email templates to be sent to that group (eg for invoices being issued, and invoice reminders).
For example, small businesses might like to group customers by:
- payment terms (payment within 7 days, payment in advance, payment via subscription)
- language
- Service type (small business may offer more than one service type, and have different payment terms)
A flexible system where business can create a 'Customer Group' and then label the group with free text would allow maximum flexibility of this feature. Then set the range of email templates that may be sent out to members of that group, as well as the emails sent automatically, eg reminder payment on your invoice is due in 2 days. Or invoice overdue reminder.
Catherine O'Kane
supported this idea
·
It would be good if there was a feature to group customers (according to a common feature), and then be able to assign specific email templates to be sent to that group (eg for invoices being issued, and invoice reminders).
For example, small businesses might like to group customers by:
- payment terms (payment within 7 days, payment in advance, payment via subscription)
- language
- Service type (small business may offer more than one service type, and have different payment terms)
A flexible system where business can create a 'Customer Group' and then label the group with free text would allow maximum flexibility of this feature. Then set the range of email templates that may be sent out to members of that group, as well as the emails sent automatically, eg reminder payment on your invoice is due in 2 days. Or invoice overdue reminder.