Direct Contact Messaging lets you send a one-off email directly from a contact’s record in Fluidra Pro Services. You can enter a custom message and send it without creating a job, reminder, or invoice.
Every email sent using Direct Contact Messaging is automatically linked to that contact, so your team can see what was sent and when in their communication history.
Accessing Direct Contact Messaging
Navigate to Operations > Contacts.
Search for the contact and open the contact record by clicking on the pencil icon or you can also click on the contact, and then View details.
Select the Notifications tab. This tab is automatically filtered to the selected contact and only shows their emails. You cannot view or send messages for any other contact from this screen.
4. Filter messages using the various filtering options. You can filter the sent emails by dates, types, and status.
Notifications tab
The Notifications tab displays all emails sent to the selected contact and allows you to send new custom emails directly from the contact details page. All emails shown on this tab are automatically filtered to a specific contact only. Emails sent with Direct Contact Messaging have the Manual notification type.
A. Search emails - Use the Search field to find emails by subject or content keywords. Results update as you type.
B. Filter by email type - Use the Type filter to narrow the email list by message category. Available options include:
All types, Contact invoice, Batch invoice, Quote, Quote approved, Quote approved confirmation, Quote rejected confirmation, Deposit paid confirmation, Water test, Water test reminder, Job sheet, and Manual notification.
Selecting a type updates the list to show only emails of that category for the selected contact.
C. Status - You can filter emails according to their current statuses such as Delivered, Failed, Sent, Marked as Spam.
D. Filter by date range - Set a From and To date to limit the email history to a specific time period. Click Reset to clear all filters and return to the full list.
E. Compose Email - Click Compose to open the Email compose window to create a new email.
F. Message actions menu - Use the Actions menu on each email row to:
View message: see the full email content and delivery details
Resend (when available): resend the same email to the contact. This option will only be enabled if the email failed.
How to send a new Email?
Emails sent should be intended for transactional and operational communication only.
From the Notifications tab, click on the Compose button. The new email window opens in a minimised view at the bottom right of the screen by default. Click on the expand icon to switch to full screen mode.
Review the compliance notice. A reminder is displayed at the top noting that emails must not contain marketing or promotional content. Ensure your message complies with your country's email regulations.
Enter the email subject. The Subject field is required and pre-filled by default. You can edit this as needed.
Write the email content. Enter your message in the Email content editor.
Formatting tools are available for basic text styling, links, and lists. You can personalise your email further by making use of the supported merge tags.
Review recipients. The Email (To) field is auto-filled based on the contact record and is read-only. CC options are shown if additional email addresses exist for the contact. To change the email, update the contact’s details.
Click Send Email to send the message. The sent emails will appear in the list on the Notifications tab with their delivery status.
Using merge tags for emails
Copy the merge tag from the Personalising customer communications panel in the compose window and paste it into the subject line or email content.The available merge tags are {org_name}, {org_address}, {org_email}, {org_phone}, {org_website}, {contact_first_name}, {contact_last_name} and {contact_address}.
When the email is sent, the tag is replaced with the correct data for that contact. If a merge tag cannot be resolved (for example, missing contact details), the email will still send, but the placeholder may appear as-is. To avoid this, ensure contact and organization records are kept up to date.
IMPORTANT!
Emails sent from Fluidra Pro Services are delivered using the contact and organization details stored in your account at the time of sending. It is the sender’s responsibility to ensure recipient information and message content are accurate and appropriate before sending.
Fluidra Pro Services does not verify consent, validate message intent, or review email content prior to delivery. All emails must comply with the country's email regulations, and must relate to an existing business relationship.
Once an email is sent, it cannot be edited, recalled, or cancelled. Delivery status reflects the email provider’s response and does not guarantee that the recipient has opened or read the message.