Customer communication management

Template

With Pipefy’s Customer communication management Template you can assign a person responsible, draft and manage all the release notes made to customers, manage communication channels and even send emails automatically.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Information to be communicated

    • New service
    • New product
    • Plan update
    • Product update
    • Product discontinuation
    • Service discontinuation
  • 2. Description

  • 3. Communication date

Information drafting

  • 1. Assignee

  • 2. Representative

  • 3. Representative's email

  • 4. Release

  • 5. Attachment

Data format identification

  • 1. Communication format

    • Email
    • Phone
    • Mail
    • Conference
    • Television
    • Radio
    • Other
  • 2. What policies and procedures apply to this communication?

  • 3. How is the customer to be kept informed?

Release

  • 1. Release delivery email addresses

Feedback

  • 1. Was the message delivered?

    • Yes
    • No
  • 2. Customers' reactions

  • 3. Feedback

Done

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