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CloudAlerts Overview

Overview

This tutorial explains what CloudAlerts are and how to set them up.

What are CloudAlerts?

CloudAlerts are personalized email or text messages that are automatically sent to customers based on various options.

What Type of Automatic Messages Options are Support?

Here is a list of some of the automatic personalized messages that CloudAlerts can do:

  • Send out a personalized message before, during, or after a session, appointment or event
  • Send out a personalized message before, during, or after a clients birthday, anniversary, or other recurring date that happens ever year.
  • Send out a personalized message for a clients outstanding payments to notify them of the payment and, if so desired, have them pay for it by clicking a link in the email.
  • Send out a personalized message to leads, leads are potential clients that you are actively working with to convert them to paying clients, a few hours or days after they are created in StudioCloud
  • Send out a personalized message for a task or project before or after the deadline for them

Setup Requirement 1: CloudAlerts Timezone Setup

Before CloudAlerts can send out automatic messages your timezone needs to be setup so that StudioCloud knows when to send out the messages.

Click here for a tutorial on how to setup your timezone in StudioCloud

Email Setup Requirement: CloudAlerts Automatic Email Setup

In order to have CloudAlerts send emails you will need to first setup your email account in StudioCloud.

Click here for a tutorial on how to setup your email account in StudioCloud

Text Message Setup Requirement: CloudAlerts Automatic Text Message Setup

In order to have CloudAlerts send text messages you will first need to purchase text message credits.

Click here for a tutorial on how to purchase text message credits

How To Setup CloudAlerts to Automatically Send Session, Appointment, or Event Messages

CloudAlerts can be setup to automatically send an email or text message to a customer a few hours or a few days before or after a session, appointment, or event. This is ideal for sending confirmation messages, reminder messages, or thank you messages to customers.

Click here for a tutorial on how to setup CloudAlerts to automatically send session, appointment or event personalized email or text messages to customers.

How To Setup CloudAlerts to Automatically Send Happy Birthday or Anniversary Messages

CloudAlerts can be setup to automatically send a personalized email or text message to a customer on their birthday or anniversary.

Click here for a tutorial on how to setup CloudAlerts to automatically send birthday or anniversary messages.

How To Setup CloudAlerts to Automatically Send Payment Due Messages

CloudAlerts can be setup to automatically send payment due emails or text messages to customers to either remind them that they have a payment due or to provide them with a link to automatically pay for their payment due.

Click here for a tutorial on how to setup CloudAlerts to automatically send a message to customer regarding their payment due.

How To Setup CloudAlerts to Automatically Send Messages When Leads Are Created

CloudAlerts can be setup to automatically send out emails or text messages when a new lead is created.

Click here for a tutorial on how to setup CloudAlerts for Leads Created

How To Activate a CloudAlert

Click here for a tutorial that explains how to activate a CloudAlert

How To View the CloudAlerts That Have Been Sent

Each CloudAlert that has been sent from StudioCloud is recorded in the logbook. You can view the logbook for clients, sessions, invoices, etc. To view a logbook of all of the CloudAlerts that have been sent go to the "View LogBook Entries for Emails and Text Messages Sent Using CloudAlerts" section in the following link.

Click here for a tutorial on how to view the logbook for various items