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Guides, FAQs, and best practices to help you get the most out of automated client communication.
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Step-by-step tutorials to help you hit the ground running
A complete step-by-step guide to implementing Beep in your organization. From setup to optimization in 7 practical steps.
Read GuideGet up and running in 30 minutes. Learn how to connect your data, import contacts, and send your first message.
Read GuideEvaluate your needs and choose the right communication platform. Compare options and understand what features matter most.
Read GuideLearn how to build effective message templates using tokens, personalization, and best practices for tone and timing.
Read GuideMaster triggers, timing, and conditions to create powerful automation workflows that save you hours every week.
Read GuideTrack delivery rates, open rates, and response times to optimise your client communication strategy.
Read Guide15 common communication challenges for each vertical with practical solutions
15 emergency and safety communication challenges: evacuations, health crises, cybersecurity breaches, and more.
View Checklist15 everyday business scenarios: shift changes, customer notifications, event management, and operational updates.
View Checklist15 accounting and finance communication scenarios: invoice reminders, payment confirmations, tax deadlines, and financial updates.
View ChecklistTips and strategies from successful Beep users
Don't try to automate everything at once. Pick your most time-consuming communication task (like GST reminders) and automate that first. Once you're comfortable, add more workflows.
Before rolling out to all clients, test your messages and automation rules with 5-10 clients. This helps you catch any issues and refine your messaging.
Especially for SMS, keep your messages short and action-oriented. Include the key information (what, when, what to do) and a clear call-to-action.
Set up a sequence: first reminder 7 days before, second reminder 3 days before, final reminder 1 day before. This catches clients at different stages of readiness.
Use SMS for time-sensitive reminders (GST deadlines, overdue invoices). Use email for detailed information and monthly updates.
Check your delivery rates, open rates, and response times each month. If certain messages aren't performing well, adjust the timing, wording, or channel.
Use tokens to include client names, specific dates, and relevant amounts. Personalised messages get better response rates than generic ones.
Let clients know you're using Beep to improve communication. Most clients appreciate timely, consistent reminders once they understand the system.
Our team is here to support you every step of the way