The SolutionSend updates
Use marketing automation to send quarterly updates to your customers based on their existing interests with you, through their preferred method of communication.
Send an initial email to all existing clients to let them know of the new option for quarterly updates. In this email, link them to a Preferences Form so they can update their details and specify their preferred way to be contacted.
Clients who specify their communication preference (email, SMS, voice) will receive updates on that method of communication. Clients will also receive specific content based on their interests automatically on a quarterly basis. Sending these updates only requires that you update the templates with new information every quarter.
If a client chooses SMS, they will receive a bonus Feedback survey. Those that score satisfaction with a 1 out of 5 will be marked for individual follow-up automatically.