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Umai CRM › Knowledge Base › Mailings

Mailings

Hashtags 33
#WhatsApp9 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report25 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment27 #Payroll4 #Export2 #Import2 #Status28 #Debt9 #Arrears1 #Lead17 #Manager11 #Teacher19 #Student36 #Employee18 #Metrics18 #Filter11 #AI bot3 #Template7
Categories
Categories
All articles 109 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 17 Finance 5 Analytics and Reports 20 Integrations 2 Settings 13 Mailings 5 Notifications 2
Total: 5
UMAI CRM
Birthday Greeting
🕒2 min Mailings
Birthday Greeting
This section allows you to automatically send personalized birthday greetings to clients on their birthday.
#Auto-reminders #Broadcast #Template
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UMAI CRM
Payment reminder
🕒2 min Mailings
Payment reminder
This section allows you to automatically send notifications to clients about upcoming or overdue payments.
#Auto-reminders #Payment #Debt
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UMAI CRM
Missing Membership
🕒2 min Mailings
Missing Membership
This section is intended for automatic sending of notifications to clients who are scheduled for a Class but do not have an active Membership. Such messages help remind them in advance to purchase or renew a Membership before the Class.
#Auto-reminders #Notifications #Payment
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UMAI CRM
Mailing History
🕒1 min Mailings
Mailing History
The section allows you to view previously created mailings, track their status, and quickly find the messages you need.
#Broadcast #Status #Filter
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UMAI CRM
🕒4 min Mailings
One-time mailing (WhatsApp / Email)
One-time mailing provides a quick way to contact clients and Leads, allowing you to send information to a specific audience.
#WhatsApp #Broadcast #Template
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