Video transcript
0:03 Marketing: messages sent today, campaigns, reminders and opt-outs
0:11 Name the campaign, choose the channel and who it goes to
0:16 Count people first: how many are reachable, opted out or without a mobile
0:21 Write the text or pick a template — placeholders fill in each person’s name
0:30 Choose when to send and how many per minute. Keep the stop link on
0:35 Save a draft and send yourself a test before Send now or Schedule — this practice campaign is not saved
0:42 Reminders go by themselves once an hour: fees due, appointments, arrivals, overdue invoices
0:49 Receipts, bills and folios can go to the customer automatically, with a link to view and pay
0:54 Opt-outs: people who pressed the stop link never get campaigns or reminders
