Excluding Customer From Text Messages
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Excluding Customer From Text Messages
Is there a way to exclude a customer from receiving texts without waiting for them to get the text and respond with STOP?
- Rich
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Re: Excluding Customer From Text Messages
Go to the customer tab, just to the right of the telephone lines find "SMS allowed" click it, it will change and you will not be able to send them any.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
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Re: Excluding Customer From Text Messages
Thank you for responding. Is that option only available if using Mitchell CRM?
Last edited by oxfordauto on Tue Nov 10, 2020 10:37 am, edited 1 time in total.
- Rich
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Re: Excluding Customer From Text Messages
This might help
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- Screenshot 2020-11-10 133658.jpg (39.16 KiB) Viewed 5056 times
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- Rich
- 4K Ultra Amazing Contributor
- Posts: 4047
- Joined: Tue Sep 06, 2005 10:16 am
- Location: Somewhere in Michigan
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Re: Excluding Customer From Text Messages
I am not 100% sure which package you need for texting, it may be a stand alone feature, we do have CRM
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- Rich
- 4K Ultra Amazing Contributor
- Posts: 4047
- Joined: Tue Sep 06, 2005 10:16 am
- Location: Somewhere in Michigan
- Contact:
Re: Excluding Customer From Text Messages
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
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- Member
- Posts: 8
- Joined: Wed Sep 04, 2013 11:46 am
Re: Excluding Customer From Text Messages
Yes. Hi just learned it was a feature that anyone could use but Mitchell took that away, I assume in an effort to gently force one to use their products. I knew I had unchecked the green box in the past, but can’t now. I really wish they would relay that type of change instead of hanging some out to dry. Very frustrating to have to recreate the wheel again. Thanks again for your help.
- timbre4
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Re: Excluding Customer From Text Messages
Hold on.
I don't know what you heard but that's wrong.
There was no SMS icon on the Customer screen before MessageCenter. Bolt On's Message Pro still works as would any other texting solution because they are all operate OUTSIDE the Manager SE program.
I don't know what you heard but that's wrong.
There was no SMS icon on the Customer screen before MessageCenter. Bolt On's Message Pro still works as would any other texting solution because they are all operate OUTSIDE the Manager SE program.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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Re: Excluding Customer From Text Messages
I think I’m misunderstanding here. I thought we had the ability to either uncheck the green SMS or check exclude from CRM at one point in time and one of those setting would transfer to something like Mechanic Advisor.
In other words, if I had a customer that asked us not to text them, how would I go about honoring that request?
In other words, if I had a customer that asked us not to text them, how would I go about honoring that request?
- timbre4
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Re: Excluding Customer From Text Messages
Okay that's different; if a customer has Manager SE and SocialCRM, there is a checkbox for Include in CRM (or not). That's either email or texts from SocialCRM. We built that for us; we can't anticipate what other CRM companies do. Since other CRM providers are not truly integrated with us, I doubt they've figured out how to tap that setting.oxfordauto wrote: ↑Tue Nov 10, 2020 2:38 pmI think I’m misunderstanding here. I thought we had the ability to either uncheck the green SMS or check exclude from CRM at one point in time and one of those setting would transfer to something like Mechanic Advisor.
In other words, if I had a customer that asked us not to text them, how would I go about honoring that request?
Those CRM texts / emails are one direction marketing out to customers; MessageCenter is 2-way texting in Manager SE to discuss specific current work in the shop back and forth.
Therefore, it would be necessary to contact the CRM provider in question to stop the messages to your customer.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer