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YOUR CART

7/21/2015

Engaging with your customer

We've built our platform to be as flexible as possible, so there are many ways to engage with your customer. There are three main ways:
  1. Email
  2. Mobil device/tablet
  3. Text

The end customer's experience revolves around our portal, whether via email, on a mobile device, or if it's integrated into a company's website. We have a example email built in. Here is how you get to it. 

1. VIA EMAIL

1. Go to my customer portal.
2. Click on the email button.
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3. Customize your portal.
Note: the email will come from share@utilityapi.com. If you'd like to send it using your email, copy the message into your email 
Picture
You can also paste the email content and button into your email. 
Picture
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2. VIA MOBILE DEVICE OR TABLET

Have your customer portal link open on your tablet. 
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3. Text your link to your cusomer

They can complete the form on their phone! 

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