New email templates available

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The SBSEG email modules are designed so that any communication use case can effectively be solved for. Content ranging from a critical notification to a promotional message can now reach our customers’ inbox with a visual treatment that aligns to our core message types. 

Resources

 

 

Message type: Neutral

  • Use to communicate a focused message related to the business or QuickBooks system. Neutral messages are described as “good to know” or as a “heads-up” that helps the SMB do things better
  • For more information on message types, please see Message Types/Neutral
  • Module selection varies based on the communication objective. For more information, see modules

 

 

Message type: Quick Hit

  • Use to communicate a single focused message related to the business or QuickBooks system.
  • For more information on message types, please see Message Types/Neutral
  • Module selection varies based on the communication objective. For more information, see modules

Message type: Newsletter

  • Use to communicate a monthly digest that contains a collection of related topics, feature updates, and new features to the business or QuickBooks system
  • Each topic should contain it’s own unique CTA to provide information for customers that express interest as well as end with a CTA that delivers information on additional features
  • For more information on message types, please see Message Types/Neutral
  • Module selection varies based on the communication objective. For more information, see modules

 

 

Message type: Needs attention

  • Use to communicate a moderately urgent message related to the business or QuickBooks system, with the potential for loss or reward based on user engagement (click, read, review, etc)
  • For more information on message types, please see Message Types/Needs attention
  • Module selection varies based on the communication objective. For more information, see modules

 

 

Message type: Critical

  • Use to communicate a highly urgent message related to the business or a QuickBooks system blocking issue. High consequence/heavy loss based on user engagement (click, read, review, etc). Often but not always time sensitive.
  • For more information on message types, please see Message Types/Critical
  • Module selection varies based on the communication objective. For more information, see modules

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