November 12, 2014 
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Customer Message Centre
Last week, we told you all about how to suppress the cover sheet on a fax. If you missed the flyer, click here! In week 4 we would like to tell you all about how to use a template so send messages from the "generate messages" screen. See tip #4 below for a detailed explanation. 
Tip #4: How to use templates from the "Generate Messages" screen

One of the powerful features in your CMC is the ability to create customized, personalized and dynamic messages to send to your customers.  No matter whether you choose email, fax, SMS or voice messages, you can use this powerful tool to fabricate the right message and then be able to reuse it over and over again!  Here are some helpful tips to be able to do this.  In addition, you may want to watch our training video via the link at the end of this document to learn even more!

 

To get started, you will want to copy one of our standard templates to your working area. The steps below show you the folders that you will need to use.

 

Go into RMA root folder > CMC_Sample_Templates > Copy Sample Templates for each message type:

 

   

 

 

 

Then Paste into RMA > DATA > CMC_Templates into the corresponding folders

 

  

 

Go to Generate Messages Screen - now you will be able to see the templates available to you when the ellipses box is clicked:

  

 

 

*You may open a template and modify how you need to with NotePad - always save to RMA > DATA > CMC_Templates > Corresponding Folder

 

 

In next week's lesson, we will have more details on the actual editing of the templates.  If you cannot wait, then you will want grab the manual and read up on this great tool.

Here are some helpful reference tools:
CMC User Manual:   Learn all of the functionality of the CMC within your Route Manager Software in this 65 page manual.

CMC Webinar Recording:  This 45 minute video is a recording of our CMC Webinar training. See the CMC in action and stick around to hear the answers to questions from customers just like you!    

 

CMC Whiteboard Animation: This 5 minute video will give you an overview of what CMC is and how it can be used in your business.   

   

CMC Specification Sheet: This document will help you learn about the CMC product including the point system and pricing.  

If you have any questions, contact support at 1.888.294.7688 or 1.209.632.1122 outside of the USA. You can also email us at [email protected] or visit our website at www.AdvantageRoute.com.  We look forward to helping you!  
  
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3201 Liberty Square Parkway, Turlock, CA 95380 | 888.294.7688 | www.AdvantageRS.com