ArboStar Help Center

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• Adding and managing email templates

  During your work routine you may find yourself sending out the emails on recurring topics. This workflow can be optimized by adding email templates for the scenarios you encounter regularly. To add a template, expand the Clients section on the sidebar and click on Email Templates: Click on the "plus" icon in the top right corner and compose the message in the pop-up window that appears: ![](httpsSome readers

• Adding and managing SMS templates

  SMS is a great supplementary channel for client notifications. You can trigger an SMS during various processes - for instance, when you send an estimate for approval, reschedule the appointment etc. Since you are most likely to encounter similar scenarios in your workflow, creating a template for SMS notifications may come in handy. To proceed, navigate to the Clients section and click on SMS Templates: ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/image_1wjySome readers

• Sending a template email to a client

  Send an estimate, an invoice or a payment reminder to a client with just a few clicks. Email templates are available right in the client profile and allow to save time on composing case-specific messages. To send a template email, open theSome readers

• Sending newsletters to clients

  Reach out to a selected pool of clients with the help of the Newsletters feature. Used both for marketing and client retention needs, newsletters is an easy way to announce special deals, offer discounts, send reminders etc. To send a newsletter, first expand the Clients section and click on the Newsletters tab: Then, use the filter to select the recipients of the newsletter: ![](https://stFew readers

• Accessing the history of communication with the client

  View the history of calls, SMSes and emails sent to the client right in the client profile. This is particularly useful when it comes to scheduling a timely follow-up and seeing which ways of communication work best for a specific client. To access the communication logs, open the client profile (can be done with the help of the live search) and scroll all the way down. Switch between the tabs here to see the history: ![](https://sFew readers

• Adding and managing programmed messages

  Programmed messages are automatic client follow-ups which are triggered when certain conditions are met. An example of such a message would be sending an SMS to the client when the payment is due, a follow-up to an estimate every 7 days etc - the scenarios may vary. To create and schedule a programmed message, expand the Clients section on the sidebar and click on Programmed Messages: Click on thFew readers