Customer communication is an important part of the marketing and business relationship you maintain with your customers. It's not just a question of your company's image, it's also an aspect that can foster a good understanding of the messages you wish to communicate, and even improve customer loyalty.
This type of customer communication takes place on a regular basis and can take a variety of forms: a customer wishing to order a service, a contact inquiring about your services, a complaint, a support follow-up...
KAFINEA is the ideal tool for centralizing communication with your customers, exchanging documents, retrieving exchange histories and more.
Email communication #
To use your e-mails on KAFINEA, we invite you to consult the article: Managing the reception and sending of your e-mails
Once you've set up your emails, you can send your documents.
An email authoring tool is available at various strategic points in KAFINEA. This tool offers enriched text formatting, attachment addition and template selection, for predefined text. Depending on the context in which the tool is opened, the recipient's email is pre-filled, and an attachment can be automatically associated. It is possible to adjust the recipient and add further attachments.
This email authoring tool is available from :
- A record Customer Accountfunction Send Email function can be found in the contextual buttons. By default, the email address entered in the customer record is used to pre-fill the recipient.
- A record Supplier Accountfunction Send Email function can be found in the contextual buttons. By default, the email entered in the Supplier record is used to pre-fill the recipient.
- A record for Contactthe function Send Email function can be found in the contextual buttons. By default, the email entered in the Contact record is used to pre-fill the recipient.
- A Invoiceby clicking on PDFthe dialog box offers the option Send by email. By default, the recipient's email is that of the contact entered in the invoice. The invoice is automatically added as an attachment.
- A order formby clicking on PDFthe dialog box offers the option Send by email. By default, the recipient's email is that of the contact entered in the order form. This is automatically added as an attachment.
- A Delivery noteby clicking on PDFthe dialog box offers the option Send by email. By default, the recipient's email is that of the contact entered in the delivery note. This is automatically added as an attachment.
- A Quoteby clicking on PDFthe dialog box offers the option Send by email. By default, the recipient's email is that of the contact entered in the quote. This is automatically added as an attachment.
Automated email dispatch #.
It is possible to define automated e-mailing at important stages in the life of a document, such as :
- Finalize documents (orders, delivery notes, invoices, etc.)
- Dunning unpaid invoices
In order to set up this automation, precise parameterization is required. We recommend that you contact your KAFINEA integrator to define the various parameterization elements together.
SMS communication #
It is also possible to communicate by SMS. This feature is available from a Customer Account or a Contactusing the contextual button Send SMS (after clicking on More)
To set up this functionality, please contact your KAFINEA integrator.