Manage and Leverage Groups or Multiple Numbers

Back to Training

Manage multiple numbers to communicate effectively.

Create and manage groups for fleets and families.

Autoflow Groups - Click to Edit Customer

1.) Click to Edit Customer

From the Active Customer Page, click the clients name
The pencil icon indicates you can edit information here

2.) Click to edit the customer profile

For changes to groups or adding main phone numbers, edit the profile
Click to view customer profile at the top of the edit customer screen

3.) Add or remove or edit phone numbers

Click to add numbers, click the trash can to delete
- You may need to add a new number before you can delete a primary number.
You may add non-texting numbers
You may choose to leave updates off for additional numbers.
Click save

4.) Click to add clients to a group

Remove clients from a group (that clients individual records remain intact)
Add existing customers (clients that have been in Autoflow before)
- You can also view this clients individual profile by clicking view profile on the right.
Add New Member (client has not yet been added to Autoflow)
- This option can be ideal for drivers for fleets, or children of families using a parents vehicle

5.) Group Fleet and History on one profile

Advisors and Admins can view fleet summary and client history from a single profile.
Additional details for group members visits can be seen in full detail through that members profile

Leveraging Groups / Multiple Numbers

Autoflow Groups - Active Customer Page image

1.) Clients in groups are easily identified on the Active Customers Page

From the Active Customers Page you can see the icons change on the text button

The +Text icon is amended with a group icon.

Autoflow Groups - Update toggles for groups

2.) autotext multiple numbers, or manual text.

Automatic updates are disabled for group members upon new each new ticket.
Click to edit customer information and toggle on the updates.

Toggle updates to yes

Click save

To manually text, click the text icon by the customer name.

Text All

Select all to send a text to the entire group

Autoflow Groups - Text single group member

Text Main Client

Choose to send a text to any individual number, such as only the main client

Text Combinations

Send Texts to any combination of clients

Pro Tip:

Although multiple clients can be texted simultaneously, the recipients will see these texts as 1-on-1 messages. Replies will only be seen by the shop.