We send out a follow up letter with recommendations to customers based on date of service. We send this out 30 days after date of service. If I changed the need by date to 30 days after service, your CRM program will send a txt message 3-4 weeks prior to that date, which would be received approx. 1 ...

It appears the mailing list for followup/recommendation letters pulls a customer list from the "need by" date on the recommendations. I would like to mail out letters from the date the recommendation was made, also known as "service date from_____" as noted in the selection criteria. If we leave the...

Why can't we put a coupon on the "lost customer" email like we can on the other email communications?