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.
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!
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!
Yes, we need this as well.
Yes, please make this a reality!