As a small business owner, managing your customer relationships efficiently is key to success. We have some exciting updates that will help you streamline your processes and keep everything organized!
📌 Why This Matters
Having control over your templates is crucial for ensuring that your communications are timely and relevant. Implementing expiry dates allows you to maintain fresh content while giving you the flexibility to decide when to retire old templates, making your messaging more effective.
✨ What’s New
- Choose Expiry Dates: You can now set a specific expiry date for your templates or choose the option to Never Expire, keeping them available for as long as you need.
- Easy Removal of Expiry Dates: If your plans change, simply select Never Expire again to remove the expiry date and keep your template active indefinitely.
- Customizable Reminder Emails: After setting the expiry date, you can still personalize the timing for reminder emails, ensuring that you stay on top of important follow-ups.
🛠️ How to Use It
- Step 1: Navigate to your template settings and choose the option to set an expiry date.
- Step 2: If needed, select Never Expire to keep your template active indefinitely or adjust your reminder email settings as desired.
💡 Pro Tip
Keep your templates fresh and relevant by regularly reviewing and updating them based on your customer’s needs.
