Email Preferences and Communication Preferences are seen throughout Service Fusion, such as on the Company Preferences page and on the Customer Account page. And, many Email Preferences and Communication Preferences work together! But what does these preferences control, exactly? Let's take a look.
Email Preferences
Each customer contact, and each email address for that customer contact, can receive specific emails. In My Office > Company Preferences, users can set default customer email preferences (also referred to as default customer email settings). These defaults will effect new customers upon creation.
Existing customers can have their Email Preferences updated by clicking the settings gear wheel directly adjacent to the email address on the customer contact.
Alternatively, Email Preferences can be updated via Batch Edit & Delete Customers.
The four Email Preferences include:
Confirmations: Allow this email address to receive confirmations when estimates or jobs are created or updated. Enable the confirmations to be sent via My Office > Outbound Email Settings, then select which customers can receive the confirmations (FAQ: Why not make it so all customers receive the confirmations? Some customers may want to opt out, or users may want to enable the confirmations only for residential customers, and not commercial clients.)
Status Updates: Allow this email address to receive emails triggered by status updates.
Payment Receipts: Allow this email to receive payment receipts generated when a payment is received as a job deposit, or when a payment is received as an invoice payment. Payment receipts can be automatically emailed by enabling the toggle switch in My Office > Outbound Email Settings.
Invoices: Allow this email to receive invoices if those invoices are enabled to be automatically emailed, through the toggle switch in My Office > Outbound Email Settings.
Communication Preferences
Each customer contact can receive specific emails. In My Office > Company Preferences, users can set default customer communication preferences. These defaults will effect new customers upon creation.
Existing customers can have their Communication Preferences updated by clicking the button below the email address on the customer contact, "Configure Personal Communication Preferences".
Alternatively, Communication Preferences can be updated via Batch Edit & Delete Customers.
Email Confirmations of All Jobs: This setting works in harmony with the Email Preference "Confirmations". This allows the contact to receive confirmations when estimates or jobs are created or updated. Enable the confirmations to be sent via My Office > Outbound Email Settings, then select which customers can receive the confirmations (FAQ: Why not make it so all customers receive the confirmations? Some customers may want to opt out, or users may want to enable the confirmations only for residential customers, and not commercial clients.)
Send Text Notification on Status Change: Allow this contact to receive text messages triggered by status updates.
Send Voice Notification on Status Change: Allow this contact to receive text messages triggered by status updates.
Notify About Service Specials: This setting displays a yellow banner across the top of the page in the Customer Web Portal or Customer Facing Mobile App. To allow this contact to see the banner, enable this setting.
Send Service Reminders: This setting works with Reminders and Reminder Presets. This must be enabled for the contact to receive estimate and job reminders.
Exclude from Customer Email Broadcast lists: This setting will disable the contact from being able to receive emails via Customer Email Broadcasts.
Send Invoice Reminders: This setting works with Invoice Reminders. This setting must be enabled for the contact to receive invoice reminders.