Answering Common Account Communication Questions in Sonar

A customer can't log in. Another didn't get their bill. Yet another never received a notification. These are the communication questions that come up every day in support, and this course tackles them head-on, from Customer Portal access to triggered messages, invoice emails, and the contacts that drive every customer interaction. Finish the course with clear answers, practical workflows, and the confidence to keep every customer in the loop.

In This Course, You'll Learn How To...

  • Give Customers the Tools They Need to Self-Serve

    Set up Customer Portal access for the contacts who need it, configure the portal for your instance, and know what to clean up when a customer's account changes.

  • Keep Automated Messages Flowing

    Understand how triggered messages and invoice emails actually work, troubleshoot why one didn't reach a customer, and recover quickly when delivery fails.

  • Manage the Contacts Behind Every Account

    Add, edit, and remove contacts with confidence, set up their notification preferences, and avoid common gotchas like the unique email requirement and SMS opt-in.

What's Included in this Course?

    1. Welcome to Answering Your Top Questions: Account Communication

    1. Lesson 1: How Does the Customer Portal Work, and How Do I Give Access to It?

    2. Lesson 2: How Do Triggered Messages Work and Why Didn't One Send?

    3. Lesson 3: How Do I Send or Resend an Invoice Email?

    4. Lesson 4: How Do I Manage Contacts on an Account?

    1. Conclusion

    2. Account Communication Quiz

    3. Course Survey

About this Course

  • Free
  • 8 lessons
  • 0.5 hours of video content

The Instructor

Meet the expert behind the course!

George

Say hello to George, the curious and clever mascot of Sonar Software. He loves exploring the platform, uncovering features, and sharing tips to help you get the most out of Sonar. With his friendly personality, sharp curiosity, and good sense of humour mixed with a little mischief, George keeps learning both fun and engaging. No matter where you are on your journey, he’s here to guide you through Sonar.