Hypersensitivity Tracking for Customers

[cfligger]

Looking for best practices on how to track Hypersensitive individuals that need to be contacted, our state requires 72 hour notice prior to spraying and a record of all communication attemps/successes to each person on the list. any suggestions? 

[asnow]

Great idea by @jsoch if you have Marketing Pro! If not, you can check out the settings for Customer Notifications, and set up notifications to go out 72 hours before the appointment. 

[cfligger]

Thank you both! @jsoch  and @asnow, I will look into both options. Have a great day!  

[jsoch]

If you have Marketing Pro you could set up a drip campaign with an audience of clients that have a job scheduled >=3 days in advance, the attempts would be shown under the customer profile for emails and it would show if it was opened and/or if anything was clicked (links etc.) You can psuedo customize the drip campaign as well to have it so that the first email indicates that your visit will be in 3 days, second email will state two days and so on if needed. Not sure if that record would be adequate for your state regulations or not.