What you’ll learn
Message Center → Automated Messages is the single place for every text and email Zentive sends on your behalf. Each channel has a switch, a fixed trigger, an email and/or text template with placeholders, and a preview with sample data. Nothing here needs setup to work; review the wording once and switch off what you do not want.
Before the visit
- Booking confirmation — text, sends instantly when a visit is scheduled (also controlled per job by Send booking confirmation now).
- Day-before reminder — email and text the evening before.
- Morning-of reminder — text on the morning of the visit.
- On-the-way — text when the crew taps On My Way, with the ETA.
- Crew arrived — text when the crew taps I’ve Arrived.
After the visit, money, growth
- Job completed — text when the job is completed.
- Review request — email and text after the job closes, using the Google review link from Message Center → Settings.
- Quote sent — text with the approve link when a quote goes out.
- Quote follow-up — email on the cadence chosen when sending the quote.
- Invoice sent — text with the pay link.
- Payment reminders — email and text 3 days before due, on the due date, and 3, 7, 14 days overdue.
- Win-back — email after weeks of no service.
- To you: Equipment maintenance (before a tracked asset is due) and Daily summary (every morning).
Edit a message
- 1
Press Edit message on the channel
Switch between the Email and Text message tabs; each has its own Send this switch.
- 2
Change the wording
Edit the subject and body. Use the Insert into message chips (Customer Name, Business Name, Appointment Type, Date, Time, Job Number, and so on) rather than typing values. Timing is fixed per channel and shown under the editor.
- 3
Check the preview and Save changes
Preview · Sample data renders the message with a sample customer so you can read it as they will.
Texting rules
Message Center → Settings holds the master SMS switch, the texting window (texts outside it are held until it opens), the opt-out footer, and the opt-out list. Customers can also choose email or text per category in their portal under Notifications.
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