Email Customers in Xola

Provided you have collected your customer's email address, you can send messages via email through the Xola Purchases tab. All messages sent to customers will be from your Communication Email (or Primary if you have not specified one).


Send an Email

  1. Navigate to the Purchases tab and search for the customer to whom you'd like to send a message.
  2. In the customer purchase, scroll to the Timeline section.
  3. Select the Communication tab.
  4. Give your email message a subject and write your message.
  5. Press the arrow to send.

 

This message will be sent to your customer's email address, and replies will pass through Xola and be added to the message chain.

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Send a Text

If your account has the SMS feature enabled, you can also send text messages to your customers. Learn more about that here.



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