Send an SMS
Send an SMS
- First, you need to set up an SMS Provider, please click on this link: Setup an SMS Provider
- In this guide we'll explain the different options in SMS (Once-Off, Automation and Templates).
- You can also set up an OPT-OUT message for users to not receive SMS from the system anymore.
Step1. Create an SMS (Once-Off)
- Navigate to Engage-Messages-SMS
- Select the Once-Off Tab
- Click on Create
- Provide your SMS Information
- Name: give your SMS a name
- Preferred SMS Provider: You need to first set up an SMS Provider in "Settings", please click on the link for the Steps: Setup an SMS Provider
- Audience Type: Select between People or Company
- SMS Message: Type out the message that you want to send out. NOTE: You can add in links, Links will be shortened and redirected when click tracking is enabled, ensure all links are standard URLs (e.g. https://my.domain.com/path/a?b=c)
- Status: Select if you want this template to be in, Draft, Completed, Disabled, Paused and Running- Reporting:
- Provide further details
- Enable click tracking: select this box if you want to know if someone clicked on your link inside the message.
- Schedule: you can schedule when this message needs to start.
- Reporting: select between Branch and Project.
- OPT-OUT Option
- Enable OPT-OUT: use this feature if you want to let your audience have the choice to stop receiving SMS's from your company.
- Choose any opt-out keywords, separated by a comma(,)
- Send opt-out message: when your audience replies with an opt-out keyword, they will receive a message (not mandatory).
- Use the Query Builder to filter users you want to send an SMS to.
- Click on Save
Step2. Send an SMS (Automation)
- The Automation tab needs to be selected.
You can use the previous steps, the only option extra is you can set an "Automation" when you create your SMS.
- Select the Templates tab.
SMS Templates are predefined for different categories that you can modify, but you can also create new templates if you wish.
- You can use these predefined templates in Invoices, Credit Notes, Sales orders, Quotations, eMandates and Call Centres.
