So you just got a notification that someone responded to you after we sent them your pricing pamphlet... What now? This is the time for you to take action. But first, you need to know how to get to your unread messages. Navigating to Your Unread Messages Desktop: Mobile: Keep in mind that fo...
Please keep in mind that you can ONLY create new templates and edit templates while on the DESKTOP version of the Hitched CRM System (app.hitched.us) . You are able to USE the templates you've created on your mobile app, you just cannot create new templates on the mobile app. Here is how to create y...
When Should you Put a Contact on DND? Putting a contact on DND isn't something you should take lightly. Once contact is put on DND, they will be removed from your sales pipeline, and you will never be able to put them in an automated campaign ever again and they will never be sent an email if you're...
Main Purpose Simply put, tags are used to classify certain clients into different categories. Action Tags: There are certain tags that are automatically added to a client when certain things are done within the system. For example, you will see the tag "tour" appear when a client tour is scheduled, "...
What Does "Not Yet Ready" Mean? How often do you get the response "Love your venue, but we are just looking at pricing right now" or possibly even "My fiance is in the military and will be overseas until August, we won't start touring venues until he gets back in three months."These responses are typ...
The Venue Scaling System allows you to message leads through both text and email. Once a lead responds to you, it is IMPORTANT to message the client back in the same way that they last messaged you. TEXT MOBILE Within your conversation with the client, click the box "Type your message" at the bottom ...
Within your conversations, you may be seeing a variety of ways that we categorize the status of your messages:Unread - these are messages that you haven't replied to yetRecent - in your Recents tab, you will find all of the conversations that you've had with people that have actually responded to yo...
Some venues have multiple sales people on their team and need to be able to see different views. All Chats: All of the conversations that are inside of your venue's Hitched account My Chats: Conversations that are specifically assigned to a user This is a smart filter inside the Conversations Tab...
Outside of the standard email and texting through the Hitched CRM System, we are also able to connect with both Facebook Messenger and Google My Business Messenger.Once connected, these messages will appear in your conversations tab as usual. We do not automatically send any messages to these client...
If you ever see a small red triangle while using the Hitched CRM System, this means that you have encountered an error with either the phone number or email that the client provided. To view the error code, just point the cursor on the red triangle and the error code will appear. SMS ERROR MESSAGE I...
There are some cases in which you would need to remove a client from a particular campaign. There are a few ways to do this: 1. Turn on the DND button When you turn on the DND All button, the client will be automatically removed from all marketing campaigns. HOWEVER, they will not be able to receive ...
Within your conversations with clients, there will be cases where you receive messages that seem off. These messages typically say "stop" or "wrong number." If you are seeing these messages come through in your inbox, please understand that we cannot control when people type in the wrong number/emai...
Planning a wedding excites not just the groom and bride, but everyone in the family as well. And sometimes extends to friends and other relatives! Can't blame them though 'cause weddings really do bring out creativity, commitment and involvement. Problem is that confusion might arise during communic...
If you would like to follow up or just need to send a text or email to a lead at a later date or time, you can schedule it to send in the Conversation tab. We usually do this for contacts that we set to "Not yet ready" because we don't want to forget to follow up on the day or month that they told y...