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How can I send ad-hoc emails, SMS and WhatsApp messages to a specific customer?

Now you can send ad-hoc emails, SMS, and WhatsApp messages with customizable texts straight from Peakflo! 

For this, you'll need to go to Customers under the Receivables tab. 

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Click on the name of the customer whom you'd like to send the message. 

At the bottom, you'll see the buttons to Send EmailSend SMS, and Send WhatsApp. Click one of the buttons based on the channel you'd like to send the message from. 

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Let's take a look how the ad-hoc communication looks like for each channel. 

Email

As for sending an email, the user interface looks and functions the same as other email services. 

You don't need to worry about the contact addresses. Peakflo will pre-fill the recipients by tagging the members of the assigned organization. You can remove by clicking the X button or add by typing a new address.

You can add CC and BCC by simply switching the toggle button. 

For the messaging, fill in the subject and body fields with a pre-made template that you can customize or create from scratch. 

PRO TIP

Insert placeholders and write a professional email faster. You can use placeholders to auto-fill any necessary information, from recipient name to invoice number, which you can find here.

You can even include the invoice as an attachment by ticking the checkbox. 

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Once you're sure of everything, click Send Email

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The action will also be recorded in the timeline for better visibility of communications. 

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SMS 

Sending an SMS message from Peakflo is pretty straightforward. 

Peakflo has already filled in the phone number of the recipient for you, but you can always double-check, remove, or add any recipient. 

Same as email, a customizable template is ready for you, or you can always write a new message.

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Make sure to check one last time and then hit Send SMS.

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The action will be recorded in the timeline so you can have access to the chat history with your customers at all times.

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WhatsApp

For sending messages through WhatsApp, you'll have the option to either send via business or personal number. 

Peakflo has pre-filled the recipient number for you. You can either remove it or add a new number from the dropdown list. 

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As for the message, you can either use a pre-made template or tailor one yourself. 

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If you haven't connected WhatsApp for Business to your Peakflo account, make sure to click the button at the bottom of the message box. 

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Or, read our help portal article on how to set up WhatsApp for Business 📖

Once the message is ready, click Send 🚀

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You can also refer to the message in the timeline. 

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To keep yourself up-to-date, make sure to check your email regularly for WhatsApp notifications 😉

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PRO TIP: 

Do you know you can also reply to your customer's WhatsApp straight from Peakflo?

In the timeline, when there's a new message coming in, simply click the Reply button and type your message away 📨

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In case your customer includes an attachment, you can check it right away. Just click on the attached file.