You can send emails or SMS to your customers with the below steps.
1. Log in and click the required business.
2. The customers' page appears. Click the 'dropdown' icon for the corresponding customer record and click Email.
3. To send an SMS to the mobile number in the customer record, Click the dropdown button for the corresponding customer record and click SMS.
4. The Send SMS window appears. Enter your message and click Send.
You can also see the total number of SMS Credits available and used from Payment Details on the left panel.
Error Sending Emails
If you recieve an error 'Error Sending Email' when sending emails, you can use your own SMTP settings. Using this method will send mail through our mail server and out to customers using your own email address. The steps below will highlight where this can be set up.
1. Click Advanced Settings.
2. The Advanced E-Mail Settings page appears. On the Advanced E-Mail Settings page, tick Own SMTP Settings.
3. The required placeholders become enabled and let you enter details for teh chosen server type. Once done, save your settings and do a test email to ensure your settings are correct and emails are sending.
4. If Office 365 is chosen as a Server Type. There is a integration with office. Click Connect after entering details to link your Office 365 account.
5. You are redirected to the Microsoft login page, where you are required to enter your credentials (email address and password).
6. If two-factor authentication is enabled, you will receive a notification on your registered phone to approve the sign-in.
7. Your Office 365 email address is now connected with BrightBooks. You can disconnect it by clicking on the Disconnect button if required. The details are automatically saved.
8. Going forward, your email address is auto-populated while sending an email.
Validation
If you are looking to connect your Office 365 account to BrightBooks, you need to make sure that your modern authentication for Office 365 is enabled. Click here to check through the steps and enable them if you face issues.
Please note, if you do not wish to use your own SMTP settings, and keep receiving this error, you will need to contact Support as the issue will require further investigation.
Viewing Correspondence Sent to Customers
You can view any correspondence/email history sent to the customer on BrightBooks with the steps below.
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Log in and click the required business.
- The customers' page appears. Click the 'dropdown' icon for the corresponding customer record and select 'View'.
- On top of this screen, click Activities, and here you will see any correspondence sent.
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To send SMS, your account needs to have sufficient credits. To buy credits, on the on the top-right of the page, click the My Subscription button.
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