Why Estimate Rocket?
The addition of SMS templates will allow for the use in automated follow up campaigns and also for direct sending to your client or team.
Follow up with your on your projects automatically with the Estimate Rocket follow up campaigns. The follow up can be directed to the client or to an internal team member to remind them to build a deeper relationship with the client.
Be sure to check the links at the bottom of this page for other pages on the possible usages of SMS templates.
SMS (texting) Templates
Estimate Rocket now offers SMS Templates. These SMS templates will work similarly to the email templates and can be attached to a follow up campaign allowing regular messages to be sent to clients or team members. The SMS templates can also be used as a stand alone for sending Ad-hoc messages to your clients.
SMS Template Settings
The SMS templates are limited to 300 characters and do support the Estimate Rocket tokens and URLs to the customer portal or to external sites that might contain project specific photos or documents. The links in the SMS can also redirect the client to your review site to read current reviews or get a review for a recently completed project.
This is an example SMS template that is a reminder of an upcoming appointment and uses a number of Estimate Rocket tokens.
Configure a SMS Template
Other Articles
SMS Template Addition Overview
SMS Templates (Similar to email templates)
Add SMS Template to Follow Up Campaign
Improvements to Appointment Reminders