Proactive and consistent communication is key to a streamlined client experience. Leveraging FYI’s custom processes you can deliver high-quality, consistent messaging to your clients in an efficient manner.
Watch this tutorial to learn more about:
- Configuring a new custom process
- Segmenting your client database using XPM custom fields
- Adding an email to a custom process (and setting it to send immediately)
For more information, refer to Automation Processes