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  1. Take 44 / NextAgency
  2. Using NextAgency Videos
  3. Emails and Texts

Emails and Texts

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  • Set-up NextMail, NextCalendar and Contact Syncing
  • How to Use NextMail, NextCalendar and Contact Syncing
  • How To Re-Authenticate Your NextMail Account
  • The NextAgency Email Add-In for Outlook
  • NextText- Texting with Contacts
  • How to Send Text Messages via Workflows (video)

Emails and Texts

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Associate emails and texts with case records with NextMail, the NextAgency Outlook Email Add-on, NextText and more

  • In this video, we show how to link your agency's email, calendars, and contacts to NextAgency. Once linked you will be able to send and view these items on your desktop (using, for example, Outlook or Gmail) or within NextAgency.

  • In this video, we show how to link your agency's email, calendars, and contacts to NextAgency. Once linked you will be able to send and view these items on your desktop (using, for example, Outlook or Gmail) or within NextAgency.

  • Sometimes you change your password. Sometimes your email client introduces new security measures. Sometimes you just need to re-authenticate you email with NextMail. It takes only a few seconds. This video shows how it's done.

  • Permanently attach emails to case records in NextAgency from within Outlook using the NextAgency Email Add-In for Outlook. This video walks you through the process of setting up and using this powerful tool.

     

  • Research shows that SMS open rates are as high as 98%, compared to just 20% of all emails. And, on average, it takes 90 seconds for someone to respond to a text and 90 minutes to respond to an email. In this video, you'll be able to see how NextAgency's 'NextText' module helps you communicate back and forth with your customers more effectively.

  • Texts have impact. Whether marketing to prospects or informing clients, texts get read sooner and more frequently than emails. Which is why in NextAgency's workflows you can send either. This video, shows how to use workflows to automatically send texts..

     

     

    Note: This video does not cover setting up Workflows or NextText. Videos on these subjects can be accessed through these links:

     

    Managing Workflows

    Setting up NextText

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