Affinity Update - October 14, 2012


Summary

We just finished implementing the first version of our automatic/drip messaging system. This system allows you to quickly automate many communication tasks with your contacts, groups and customers. Scheduling options available with this update include one-time, weekly, monthly and age/status triggers.

This update also allows you to pre-define messages that will automatically be sent when the status is change on an account or order. You can modify these 'status triggers' by going to Setup and Account or Order Statuses.

New Features

  • Automated Messaging System
  • Account/Order Status Triggers