You can configure automatic follow up emails within Shop Boss.  This is not a replacement for your own CRM, but rather a way to connect with a customer after they have been in your shop. These emails can be sent out 5 days, 30 days and/or 90 days after the customer was in to have work done. You can customize the timeframe on which these emails go out.

From the main menu choose Follow Up.

Click the Campaigns button.

The standard 5, 30 and 90 day campaigns are listed and pre-filled for you.  Click the one you wish to edit. 

• You will then see a form layout of the subject line and body of the email you wish to send out. 
• You can change the Campaign Name and the number of days after the customer was in to send out the follow up email. 
• Then you can edit the body of the email. 

To insert the customer name and other values:

Position the cursor where you want the value

click the appropriate green button to the right. 

Special characters will be added to the email body and they will be replaced when the follow up email is sent to your customers.