flexx. CRM Support

Learn how to get the most out of your CRM.

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28 articles in this collection
Written by Emily VanGarderen
Engage

Engage Overview

Use the Engage tab to send mass communications email or text message blasts. Create stock messages to easily use again, and manage recipes.
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Written by Emily VanGarderen
Updated over a week ago

Sending an Email Blast

Send an Email to multiple customers.
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Written by Emily VanGarderen
Updated over a week ago

Scheduling an Email Blast

Schedule an email to be sent to multiple customers or all customers at a future date.
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Written by Emily VanGarderen
Updated over a week ago

Sending a Text Message Blast

Send a SMS text message to multiple customers.
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Written by Emily VanGarderen
Updated over a week ago

Scheduling a Text Message Blast

Schedule a text message to be sent to multiple customers or all customers at a future date.
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Written by Emily VanGarderen
Updated over a week ago

Create a Stock Email

Create a stock email that can be reused for other customers.
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Written by Emily VanGarderen
Updated over a week ago

Sending Emails or Text Messages Based on Customer Status or Tags

Send and email or SMS text message to everyone with the same status or tag.
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Written by Emily VanGarderen
Updated over a week ago

Filter Text Messages Awaiting Your Response

View all text messages that have been unanswered by you or your staff.
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Written by Emily VanGarderen
Updated over a week ago

Email Blast Analytics

View the analytics of a sent email blast.
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Written by Emily VanGarderen
Updated over a week ago

Create a Recipe

Add a series of tasks to a contact.
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Written by Emily VanGarderen
Updated over a week ago