How to Send Reminders using the Campaigner Module
Navigate to RepairDesk and click on “Campaigner”.
Find “Airtime Sold Follow up Campaign” and click on “Edit”. You’ll be redirected to the campaign configuration page.
On the configuration page, you’ll see the following options:
Campaign Title: The name of the product or campaign.
Trigger: Defines when the campaign should be sent, such as after invoice generation or before due date.
Execution Time: Set the time of day the campaign is sent.
Duration: Delay in days after the trigger. For example, 10 days after invoice creation at 11 AM.
Delivery Method: Choose Email, SMS, or both.
Note: To send campaigns via SMS, you must have an active RepairDesk SMS subscription.
Now configure the email & SMS content. Use macros to personalize your message.
Review the campaign preview and test send if needed.
Go back to the Campaigner module, locate the “Airtime Sold Follow up” campaign, and click on “Enable”.
FAQs
The SMS option will only appear if you have an active subscription to RepairDesk SMS or one of our integrated SMS providers.
To view the emails sent to your customers, hover over the nine dots in the top-right corner and click on “Outbox.” Here, you'll find all emails sent from RepairDesk to your customers, including those sent via the Campaigner module.
Unfortunately, campaigns are sent automatically based on the trigger conditions you’ve configured. There is currently no option to send them manually.