Messages
- Julianne Golemon
To get to the Messaging Center in MyShopManager you can click on Messages from the left side menu under Service or click on the text box icon at the top right and click View All Messages in the preview bar that it opens.
Responding to a Customer
Once you're in the Message Center you can click each name on the left-hand panel to bring up the full conversation in the larger box on the right-hand side.
In the conversation you can respond to customers by typing in the Enter Message area at the bottom.
You will see a paperclip and a smiley face at the end of the text box. The paper clip indicates attachments such as photos or videos. The smiley face is where you can send emojis. Once you have typed what you would like to send you can hit enter on your keyboard or the use the “Send Message” button.
Photos or videos sent by text must be under 2mb. Photos sent may also take some time to appear in the message center depending on their size.
Canned Responses
You will also see a plus sign on the left hand side of the enter message. This is how you get to your canned responses. Here you will find a few preset messages that you can use for quick responses; if you'd like to add them to respond to a customer, click the plus sign and click the response you want to use. That will enter it into the enter message area and then you can click the “Send Message” button.
You can also create your own canned responses by clicking on the plus sign and selecting Manage Templates from the list. Once you’re on that page you can edit the wording of your existing canned responses or click the “+Add Template Response” at the top right to start a new one.
Customer Information
You can see at a glance information about your customer from the message center. This will appear at the top of the individual conversation with that customer.
This will show their name in blue which you can click to quickly go to the customer profile, You will also see total spent at the shop, average spending, total visits, and the date of last closed repair order.
Texting a New Customer
If you need to text a new customer that is not in your point of sale or not yet in MyShopManager you can do this by typing in their name or phone number in the Messages search field.
If their name or number does not exist in your customer database, the middle box will populate a form for manual entry.
All you will need to do is fill in the First Name, Last Name, and Phone Number, and then use the “Enter Message” box at the bottom to be able to text them directly!
Action Buttons
The action buttons in the messaging center allow you to do a few different things quickly from the conversation with the customer.
Add Appointment - takes you to the MyShopManager appointment screen.
Unsubscribe - will unsubscribe or re-subcribe a customer from text messaging only
Mark as unread - Moves the message to your unread messages so it goes back to the top of the left side panel.
Call Customer - Calls through your shop line so you don't have to dial the phone.
Only Automated - This shows only the automated texts your customers have gotten.
FAQs for Messages
Message center texting a new customer
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