Many people call to ask “Hey, when’s my next delivery?” You can provide answers 24/7/365 and reduce inbound calls by using email reminders instead. Customers first receive a personalized email invitation. After accepting the invitation, they can update reminder preferences any time using a personalized web page.

Watch a video explaining this feature

Usage

1. Check Delivery tab for current status.
2. Send an invitation to the customer.
3. Example Headlight invitation.

Setup/Configuration

1. Configure individual email settings. This is the “From:” address for invitations.
2. Configure company email settings. Although invitations will appear to come from the individual user, this email server is used for all outbound emails.
3. Customize invitation and reminder emails.