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Contacts & Communication

This collection of help docs will show you how to manage your contacts and communicate with clients

18 articles
Automated Contacts List
Personalize your emails, communications, docs with PPM Placeholders
Send automated emails with PPM Autopilot
Bulk-email clients
Add Images to Your Emails
Create Email Templates with 'Standard Texts'
Email your clients, your staff, and/or yourself
Export Client and Event Data
Send Client Confirmation Form to your clients
About the SMS Power-Up
Sending SMS Messages to Clients
Sending SMS Messages to Staff
Sending SMS Messages to Yourself
How Your SMS Credits Work
Can clients/staff respond to SMS messages sent via PPM
How to maximize your email deliverability
Send a pre-filled Booking Request Form to a client
Add attachments to your emails to clients and staff

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