Texting a Customer

 

OVERVIEW WHO WILL FIND THIS USEFUL?
Texting or responding to a customer's text utilizes a simple tool, available throughout the app. Service Advisors, Managers, Cashiers
DEPARTMENTS CATEGORY
All Departments Communications

 

HOW-TO STEPS

 1.  As with Calling a Customer on the phone, texts to customers can be sent from anywhere in the app where the textScreen_Shot_2020-01-21_at_2.27.08_PM.pngicon appears.

2.  To send a new text to the customer, click on the text iconScreen_Shot_2020-01-21_at_2.27.08_PM.png.

3.  The Send Text Message pop-up will appear.

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4.  The To: field can search customers using the same criteria as outlined in Looking Up or Adding a Customer. If you responding to an existing text, the customer's name will be pre-selected.

5. Create the text, or choose the appropriate Selection from the customizable Select Text Template dropdown menu.

arrow_to_select.png

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6.   Once you have completed your text, note that you have the option of choosing Translate. Your text can be converted into one of over twenty languages. Note that this translation is done by a machine Please check to make sure the message has been translated accurately before clicking SEND NOW

7.   When you have finished creating your message, press Send Now.

Further Reading:

Calling a Customer

Emailing a Customer

All calls, emails and texts within myKaarma  are recorded in the customer's history and preserved for seven years.

 

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If you have any questions or need further assistance, please contact myKaarma Support:

(562) 349-1367

support@mykaarma.com

 

 

 

 

 

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