Latest Updates To Pinnacle Ai CRM

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Auto Responder for Form Survey Submissions

February 08, 20241 min read

Introducing our CRM's latest enhancement – the Autoresponder for Forms and Surveys. Now, effortlessly engage clients with personalized auto responses upon form or survey submissions, ensuring instant communication without the need for complex workflows.

Auto Responder for Form Survey Submissions: Automatically sends personalized auto responses to clients upon form and survey submissions, streamlining communication.

⭐️ Why Does It Matter To Your Business?

  • Instant Client Engagement: Clients receive prompt auto responses, ensuring they are immediately informed about their form or survey submission.

  • Effortless Setup: Easily configure autoresponder settings through the bell icon, eliminating the need for complex workflows.

  • Customization and Efficiency: Tailor auto response details with customizable subject lines, direct reply to options, and personalized sender identities for a streamlined and branded communication process.

⭐️ How To Use The Auto Responder for Form Survey Submissions: To start using this feature, follow these straightforward steps:

  1. Access the sites tab from the left navigation menu and choose Forms/Surveys from the upper navigation menu.

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  2. We are using Forms so click on Add Form Button and start from scratch or use a template.

  3. After creating the form Click on the bell icon from the top left panel.

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  4. Now turn on the toggle for "Auto Responder" and fill in the required details and then save.

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  5. The contact who will fill out the form will receive the email containing the submission details.

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formssurveys
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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