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PDWise allows for follow-ups through various channels like SMS, phone calls, and email. Here’s how you can use each of these communication methods effectively:
1. SMS Follow-Up via PDWise
Purpose: SMS follow-ups are short, direct, and have higher open rates. They're ideal for quick updates, reminders, or asking for brief feedback.
Steps:
Go to the customer’s profile in PDWise.
Choose the SMS option.
Draft a concise message (160 characters max).
Send the SMS, and you can schedule a future message or set reminders if needed.
2. Phone Call Follow-Up via PDWise
A phone call is more personal and can help resolve complex issues or build stronger customer relationships.
Steps:
Navigate to the customer’s profile and select the “Call” option.
Place the call through the system if PDWise integrates with telephony services, or use the provided phone number.
During the call, engage the customer politely, and ask about their experience with your product or service.
Log the call's outcome in the system.
3. Email Follow-Up via PDWise
Emails are ideal for detailed communication, especially when you need to provide comprehensive updates, instructions, or resources.
Steps:
From the customer’s profile, choose the “Email” option.
Craft a personalized subject line and body of the email.
Attach any necessary documents or resources.
Send or schedule the email and track its delivery and open status.
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