May 23rd, 2018
With this latest ConnectBooster feature release, you can now invite customers to the portal in bulk with the new “Mass Welcome email” in a few simple steps!
What this means:
- Faster client roll-out
- Better client adoption rate
- No 3rd party tool needed to send the communication
This feature makes for easier sales to new customers, help remove concerns about “How am I going to roll this out to my clients” and saves tons of time vs. sending to hundreds of clients one-by-one.
Part: 1 (preparatory step)
You can now update dozens, hundreds or thousands of contacts, with three clicks, instead of doing it one at a time!!
Mass Update the “Default Contacts” from all of your customers, (those who are already identified as being the primary contact(s) handling a given client’s billing).
Ex. the “Bill To” client on the ConnectWise company finance screen. Pick a security profile which will determine what functions of the portal will be available when the client logs in.
Send the contacts with an assigned security profile the “Welcome Email” en-masse!
Extra release note:
Context based help links
Throughout the portal, we added addition links to support documentation to clarify features & functions.
To learn more:
Email Delivery Options: Supporting article