SMS Texting Settings
System Five provides you the ability to send alerts/notifications or marketing messages to customers -- individuals or a group of customers.
Your account within the system will hold the contact details for messaging, and Setup will store the account information for Message Media.
Setup Tools >> Setup Wizard >> SMS Texting Settings
SMS Texting in Canada
Due to the Privacy Laws in Canada, no unsolicited SMS text can be sent to a customer for marketing purposes. Even if given verbal consent at the place of business, this is insufficient. In order to be legal, the business would set up an account with Message Media and in an advertisement (or poster on the wall) they can offer their customers the ability to "Opt-In" by texting Message Media directly. Message Media would then send a message to the business saying that it is now ok for the business to text this customer.
SMS Texting in Other Countries
Please check with Message Media as to what the rules and regulations are regarding SMS texting in other countries.
In order for any of the functionality to work the Enable SMS Texting checkbox must be checked.
* - required
*User Name: the user name of the Message Media account. *
*Password: the password of the Message Media account.
Figure 1: SMS Texting Settings
Opt-Out Phrase: this phrase would be attached to the end of SMS messages which gives instructions on how the recipient of the message can opt-out of any future messages.
Opt-Out Word: the actual word the recipient would text back.
Sender Code: a way to mark messages so you know who sent them.
To allow the user on the Process SMS Server Messages forms to get a detailed report of the delivery statuses of previously sent messages, tick the Track Delivery Results for Reports checkbox.
Save the settings by clicking the [Save Settings] button.
Sending a Test Message
To send test message, type in the mobile number and click [Send Message].
Once set up, you can send then SMS Messages from: the Customer Form, the Invoice Form, and the Customer Report Form.
The first place you can send an SMS Message is from the Customer Form.
In order to be able to send the message, the account must have a Mobile (SMS) number and the SMS Status must be set to Consent on the Customer Information Tab.
Click the [Send SMS] button to send the message.
Invoice Sale Form
If you attach a customer to an invoice who has consented to receive SMS Messages and has a Mobile (SMS) number on the account, you can send SMS Messages from the Invoice Sale form.
To send an SMS Message, go to the [Options] Menu and click Send SMS Message.
Customer Report Form
In the Navigator
Reports -> Customer / Supplier Reports -> Design Customer / Supplier Reports
There are two columns in this report related to SMS Texting -- Mobile and Send SMS Message
If you select the Mobile column you will be presented with a button on the View tab to send SMS messages.
If you add the Send SMS Message column, you will be able to select or unselect individuals in the report to send SMS messages to.
You can flip back and forth from send and not send by clicking on the image in the column.
If you do not show this column, then messages will be sent to all customers in the report who have consented to receive SMS messages.
Send SMS Message Form
No matter where you send SMS messages from, you are presented with the same Send SMS Messages form.
This form allows you to send the message(s) and view the results in the Results grid.
You can also create and save message templates that can be reused.
To personalize these messages you can add in variables that will be filled in when the message is sent.
The following variables can be sent:
2. Customer Name
3. Part Description (you will be prompted to select an item)
4. Part Regular Price (you will be prompted to select an item)
5. Part Sale Price (you will be prompted to select an item)
6. Invoice Amount (only available if sending a message from the Invoice Sale form)
7. Invoice Date (only available if sending a message from the Invoice Sale form)
Note: Do not edit the variables in any way. Otherwise, the message will not be sent correctly.
Hello »CustomerName» our »Description:2» regularly »RegPrice:2» is on sale for »SalePrice:2» starting on »Date». Get here quick!
These message templates can be saved for future reuse as long as it is given a title.
You also have the option to attach the Opt-Out Phrase and Sender Code.