How do you use feedback and data to improve your email and SMS reminder strategy in Pastel Accounting?

1 Set up your reminders

The first step is to set up your reminders in Pastel Accounting. You can use the built-in templates or create your own custom messages for email and SMS. You can also choose the frequency, timing, and triggers for your reminders, such as overdue invoices, payment confirmations, or thank you notes. To set up your reminders, go to Setup > Preferences > Email/SMS and follow the instructions.

2 Track your performance

Once you have set up your reminders, you need to track how they perform. Pastel Accounting provides you with useful reports and dashboards that show you the status of your invoices and payments, as well as the delivery and response rates of your email and SMS reminders. You can access these reports by going to Reports > Email/SMS Reports. You can also export the data to Excel or PDF for further analysis.

3 Analyze your feedback

Besides tracking your performance, you also need to analyze the feedback you receive from your customers. Feedback can come in different forms, such as replies, complaints, compliments, or requests. You can use the Email/SMS Inbox feature in Pastel Accounting to view and manage your feedback. You can also use the Email/SMS Analysis feature to see the sentiment and keywords of your feedback. To access these features, go to View > Email/SMS Inbox or View > Email/SMS Analysis.

4 Test your variations

Based on your performance and feedback, you can test different variations of your email and SMS reminders to see what works best for your customers. You can experiment with different elements, such as subject lines, content, tone, call to action, or timing. You can use the A/B Testing feature in Pastel Accounting to compare the results of your variations. To use this feature, go to Tools > A/B Testing and follow the instructions.

5 Implement your changes

After testing your variations, you can implement the changes that improve your email and SMS reminder strategy. You can update your templates, preferences, and triggers in Pastel Accounting accordingly. You can also use the Automation feature to schedule and send your reminders automatically based on your criteria. To use this feature, go to Tools > Automation and follow the instructions.

6 Monitor your results

The final step is to monitor your results and see how your changes affect your email and SMS reminder strategy. You can use the same reports, dashboards, and features that you used before to track, analyze, and test your performance and feedback. You can also use the Email/SMS Summary feature to see an overview of your email and SMS activity in Pastel Accounting. To access this feature, go to View > Email/SMS Summary.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?