Communication channel

Send mass mailings from your service contact database

iService sends mass mailings to your service contacts and updates each contact’s Salesforce history. Build mailings from contact-property criteria and reusable plain-text or HTML templates. A landing-page form can update a contact, add the contact to a mailing list, and enroll that contact in a scheduled campaign.

A campaign created from contact criteria and sent to connected service contact records

No exported contact list

Bulk customer email usually starts by exporting a contact list.

iService sends bulk customer messages from your service database. Your team selects contacts with criteria from their recorded properties and sends from the same system that holds their service history. No contact list leaves iService for another tool.

Customers you already serve

Renewal notices, onboarding sequences, and periodic updates to existing customers.

Outbound Mass Messaging fits teams that send renewal notices, onboarding sequences, and periodic updates to customers they already support. The contacts, their properties, and their history are already in iService.

Criteria, templates, and send permission

Criteria, templates, and permissions control every outbound mailing.

iService builds each mailing from contact-property criteria and reusable plain-text or HTML templates. The same criteria limit test sends before the full mailing. A landing-page form can update a contact’s properties, add the contact to a mailing list, and enroll the contact in a scheduled campaign. Customers can view mailing lists and campaigns in the iService portal.

A prepared mailing with contact criteria, permission controls, and a limited test send

A form submission starts a scheduled sequence

A landing-page form enrolls one customer in a campaign.

A customer submits a landing-page form. iService updates that contact’s properties, adds the contact to a mailing list, and enrolls the contact in a scheduled campaign. The campaign sends the planned message. iService updates the matching Salesforce history for that contact, so the service record reflects the mailing.

A landing form submission updating a contact and enrolling it in a scheduled mailing

Results and replies land on the contact

Mailing results and customer replies belong on the service record.

iService sends the mailing and updates the matching Salesforce history for each contact. Your service team reads the mailing activity with the customer record it already works from. Customer communication stays connected to the service contact.

Who a mailing may reach

Your team has to know who a mailing may reach.

iService records subscriptions and opt-outs on the contact. Your team can confirm who a mailing may reach before sending it. Customers can also view mailing lists and campaigns in the iService portal.

See outbound mailing in iService

Request a demo to see iService select service contacts by property, send a mailing, and update the matching Salesforce history.

Request a Demo