Prevent A Customer From Receiving Automated Messages in Message Manager Pro 

Things To Note:

• If a customer does not want to receive any communication they can text your texting line with the word "Stop" to opt out - see How Do I Unsubscribe A Customer In Message Manager Pro?
• These steps use Select or Change the Phone Number Fields Message Manager Pro Uses to unsubscribe a customer from automated messages without them needing to text in first.
• You will first need to create a phone type in your shop management system that is something to the effect of "Don't Text" or "No Texting" and then label the customer's phone number with that phone type.

How To:

• From Message Manager Pro

  1. Select the Settings tab from the top menu

  2. Click on Shop Management from the menu options
     1. The fields used in Primary Cell Phone and Secondary Cell Phone are the only two phone number types that Message Manager will use.
     2. As long as neither of those are the phone number label used for the customer they will be ineligible for automated messages.
        1. Example: Martha Jones does not want to be sent service reminders via text.  In your shop management system you set Martha's number as "Don't Text" for the phone type.  Then in Message Manager you set that it will only use phone numbers labelled as either "Home" or "Cell".  This means Martha will not get messages because her phone is neither of those types.

• How To Set The Phone Type In Mitchell:

  • Select Set Up at the top on your Mitchell screen

  • Select Standard Description and click on Phone

    • Click on Add

    • Enter a Phone description like “Don’t Text” or “Don’t Use”

      • You do not need to set Type

    • Click on OK

  • Go to the Customer by selecting their work order

    • Select the Customer Tab

    • Change their phone number from being a Home/Mobile/Primary to the new phone description

      • Copy the phone number, click Telephone List, paste the number into the new description field, delete it from the original field, then click OK.