Communication
Setting up an Outbound Email Domain
This article guides users on how to enable the Sonar instance to send emails using the specific domain set by the user.
Triggered Messages: Setup
Triggered emails are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This article details how to set up your own customized triggered emails.
Call Logs: General Best Practices
Call logs allow users to record and collect data while on the phone with a customer. This article provides an overview of how call logs are used, as well as best practices for when using them.
Using the Mass Message Tool
The Mass Message tool is used to contact a large number of customers at once through the instance. This article takes you through the process of creating and using Mass Messaging.
Saved Messages: Overview
This article provides an overview of the saved messages feature and an explanation of how they relate to mass messages.
Message Categories: Overview & Use Cases
This article provides an overview of what message categories are and how they can be used.
Phone Number Types: Overview and Use Cases
This article provides an overview of what phone number types are and how they can be used.
Email Variables & Conditions
This article lists all available variables that can be used within Sonar, along with an explanation of what data the variables display, and where they can be accessed from.
Communication Tools: Overview
This article provides an overview of the Communication Tools feature in Sonar, including an in-depth look at the individual functions —along with how to use them— and what permissions are required.
Trigger Explanations
This article defines the specific action for each triggered email that needs to happen in order for the emails to be sent out.
