Altru Ideas

Automatic group sales reminder/follow-up emails

Dreaming up Group Sales functionality here: a big part of my weekly tasks is sending reminder emails to teachers who have an upcoming field trip or rental reservation in the coming week, and sending follow-up emails and feedback surveys to those who visited in the previous week. I've streamlined the process a lot, but in my ideal world Altru would have a function that allowed us to generate a form email with merge fields (much like the web order acknowledgement emails) and set a schedule for those emails to automatically be sent for each reservation (e.g. a reminder email that goes out exactly two weeks before the visit/rental date, a follow-up email that goes out exactly x days after, etc.) It would save me huge amounts of time, and allow our reminder emails to be even more specific and better-timed than they are now. Is this something that other organizations would find helpful? I'd love to get it on the functionality wish-list.
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  • Jan 4 2016
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  • Brian Imparato-Shiel commented
    30 Mar 17:57

    I just started a position doing the same thing at a science museum. In 2024 I cannot believe this has still not been implemented as a feature!

  • Claire Gwaltney commented
    April 20, 2022 18:27

    I completely agree! Our field trip payments are due one week in advance and I need Altru to send a reminder email to teachers one week prior to that, otherwise I have to individually email or call each teacher - and we have anywhere from 2 - 8 field trips each week day!

  • Tami Goertzen commented
    February 04, 2020 19:16

    Yes, we need this as well.

  • Julie Graham commented
    July 09, 2019 11:59

    Yes, please make this a reality!

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