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How to Send Customized SMS

Send SMS screen is used to send SMS to customers, vendors, employees, etc.

Note: To be able to use this service an important configuration has to be made. On System Configuration>SMS/Email tab, mark the check-box ‘Enable SMS Services‘.

You can access Send SMS screen from the main menu:

Main menu navigation

Selecting Criteria

Sending SMS to suppliers:

For sending a customized message to suppliers, from Criteria drop-down select supplier.

Supplier criteria

Note: When ‘Supplier’ is selected, all other fields become disabled.

Sending SMS to Customers

From Criteria drop-down select Customer.

You can filter customer selection by Gender and Customer Type.

For sending customized Birthday or Anniversary greetings to customers, mark the required checkbox against the field. The calendar icon will be enabled. Select dates. All those customers whose birthday or anniversary falls on the selected date will load on the Send SMS tab.

Select dates

Select the radio button based on your choice. If you want to enable this option for all customers to select the All Customers radio button. Otherwise, you can also send these SMS to your old customers by selecting the Expired radio button.

Customer selection

Note: Customer Gender, Type, City, Birthday, Anniversary and mobile numbers are defined on the Customer screen.

Sending Promotional Messages

Note: The balance field will show the existing balance of the SMS service you are using. The expiry date field will show the date when your SMS service expires.

Customers or suppliers (or both) selected on the Criteria tab will appear in the grid.

You can select the ones you want to send the SMS to.

Write down the SMS message in Your Message field on Send SMS tab.

Sending Message by loading Contact number file

If you choose to send a message by loading contact number data, you don’t need to visit the Criteria tab. Simply go to the Send SMS tab and do the following:

Click Choose File button to load the file of contact numbers.

Write down the SMS in Your Message field.

Click Send.

Send sms

Note: You need to prepare contact number files according to the provided sample. Click the Sample File button to check the sample.

Note: The length of SMS message cannot be greater than 612 characters.

When Message Sending Fails

Message sending may fail for different reasons. For example, the contact numbers may not be in the right format, or they may be wrong, etc.

A separate file titled ‘M-01 Failed SMS Report’ is created of all those numbers for which message sending fails. You can check this report and re-send the message.

To access the report go to:

Path to check failed sms report

in General Utilities

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