How to Manage the Service Catalog

Overview

The Service Catalog lets you manage service details used when sending emails to your customers. Each catalog item should represent a familiar type of service, such as installation, maintenance, or inspection. Keeping your catalog clear and well organised helps ensure customers receive relevant and varied emails.

Click the Service Catalog tab to view, edit or add services.

Service Catalog is a way to group similar types of services together. By organizing services into catalogs, you can better identify and manage different service types. This helps your business send targeted service emails for different purposes to the right customers.

To add a service:

  1. Click + Add Service in the top right corner.
  2. Enter Service Name, Description.
  3. Select Customer Groups, Service Types.
  4. Enter Specific Targeting Instructions (optional).
  5. Update the Marketing Priority level if needed. (Default level is Normal.)
  6. Click Create Service.

You can select multiple Customer Groups and Service Types if needed.

To update a service:

  1. Enter the service name in the search bar.
  2. Click the service name from the search results.
  3. On the pop-up service detail page, update the Service Name, Description, or any other information as needed.
  4. Click Save Changes.

Note:

  • Each service name must be unique. You cannot update a service using a name that already exists.
  • It is recommended to choose intuitive service names that are easy for both your customers and the system to understand.

To help your services that can be created or updated more accurately represented and effectively targeted, we recommend:

Field name Details Notes
Description
  • Includes details like features, benefits, and descriptions of the service.
  • Provide a longer, more detailed description if possible.
  • It helps the system understand the service and creates targeted messaging for customers.
  • A detailed description will improve the relevance of future email content.
Customer Groups
  • You can select single or multiple customer groups.
  • The service will only be marketed to customers in the selected customer groups.
Select All to include all customers if needed, but the system will still prioritize logical matches for each customer.
Service Types
  • You can select single or multiple service types.
  • Suggest selecting relevant service types, so the system can suggest the right services to the customer.
For example, if your service name is “Heat Pumps,” specify whether it applies to Maintenance, Replacement, etc.

To delete a service:

  1. Click the specific service name in the Service Catalog list.
    1. Or, search for the service name in the search bar and click it from the results.
  2. On the pop-up service detail page, click Delete at the bottom left corner.

Deletion of a service is permanent and cannot be reversed. If you want to preserve the service for potential future use, update its Marketing Priority to Disabled and then click Save Changes instead of deleting it.