Messaging
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This feature enables users to create and manage different types of message media, as displayed in the submenu. Users can choose to create new messages or access existing categories such as “Notifications” (In-App Notifications), “SMS's,” “Emails,” and “Broadcasts.”
Simply select an option from the menu below to get started.
To create a new in-app notification, follow the steps outlined below:
Step 1: Specify a Recipient
Choose the recipient, which can be either a single user or all branch users.
If selecting a single user, specify the device to which you want to send the notification.
Step 2: Construct Your Message
Compose your message in the provided text box.
Once complete, click the “Send Notification” button.
Step 3: View Notification
The notification will be delivered as a pop-up alert on the recipient’s device.
Additionally, it will be accessible under the “Messages” section within the Hamburger Menu in Mobiloan.
The SMS Menu allows you to compose new SMS messages and view existing SMS records. You can easily navigate through various options available in the menu to manage SMS communications effectively. Select an option from the menu below to get started.
Select the Send New SMS option from the SMS menu.
You will then be presented with a list of recipients to send an SMS to {Client; Client's reference, Agent, User or Any Number}
Load the recipient's reference into Mobiloan (e.g. if the recipient is a client, then load the client into Mobiloan using the Client Number, if the recipient is an agent, then Mobiloan will prompt you to enter the name of the agent.)
Verify the details displayed in the SMS client screen, before proceeding with typing out the message to verify that all information is correct.
Select the appropriate Message Purpose from the drop-down menu. The possible options are shown in the screenshot below:
Remember that not all clients consent to marketing permissions. That being said, continuing to send a "Marketing Related" SMS will result in the SMS being blocked:
A client may very easily opt out of receiving marketing SMS's by replying to the SMS with the keyword STOP.
To make this known, Mobiloan will automatically append the message input with the following message: "Reply STOP to opt out", as shown below.
Creating a New SMS - Using Placeholders
Select the Insert Placeholders option to include a specific parameter value that belongs to the client.
Select the Load/ Save templates to either load an existing placeholder template - or save the current message as a template
Creating a new SMS - Schedule Send SMS
In order to send bulk SMS's (i.e. A single SMS with multiple recipients):
Select the "Send New SMS" option from the SMS menu.
Select "Any Number(s)"
In the "To Cellphone Numbers" field, add 1 or more cellphone numbers separated by a comma as shown below.
To view the SMS records belonging to a client:
Select the Client SMS records option from the SMS menu.
Load the client into Mobiloan by doing a client lookup.
Mobiloan will present a list of SMS's sent that has been sent to that client.
Selecting a record will present the details of that SMS in a table.
To view the SMS records of a branch:
Select Branch SMS records from the SMS menu.
Specify the branch.
Specify the date range of the search.
The results will be presented in a results table where each row in the results table will represent an SMS that has been sent by that branch.
In the actions the user may also:
View the next set of results if available, by selecting the "Next" option
Change which columns are visible within the table of results by selecting the Columns option.
View the Summary of the results by selecting the "Summary" option.
Print the table of results by selecting the "Print " option.
Export the table of results to Excel or CSV by selecting the "Export" option.
Selecting this option will allow the user to construct an Email from within the app.
To do this, the user will be required to:
Verify the "Senders" email address; which is labeled s "From Address".
Specify the recipient's email address as well as the CC email address.
Include the email Subject and message in the corresponding fields.
Include an attachment (optional). Attachments allow you to use your devices camera or local storage to include in the email.
Schedule send emails
If an immediate Email is not preferred, you may schedule the email to be sent to a more convenient time or date by clicking on the secondary (options) button located to the right of the main button.
A broadcast is a messaging session exchanged across multiple user devices, maintained between the broadcast creator and the intended recipients - which repeatedly presents itself upon a user logging into the app.
Initiate New Broadcast:
Click the "+" icon located at the top-right corner of the screen. This action will display the "New Broadcast" modal.
Provide Broadcast Details:
Title: Enter a descriptive title for the broadcast.
Message: Write the message content to be shared.
Session Date and Time Range: Specify the start and end date and time for the broadcast session. Users will be unable to receive or send messages outside of the specified period.
Branches: Select the branches to be included in the broadcast session.
User Roles: Choose the user roles that should participate in the broadcast.
Save Broadcast:
Click the "Save" button to finalize and activate the broadcast.
From the "Broadcast Manager" screen, you can manage existing broadcasts by selecting a row from the table of broadcasts.
Select an existing broadcast to :
Edit Broadcast:
Modify the Title or Message of the broadcast.
Adjust the Date and Time Range of the broadcast session.
Update the selected branches or user roles.
Delete Broadcast:
Permanently remove the broadcast from the system.
Lastly, type out and finalize your message and select the Send Primary Button to send the SMS. You can define and load SMS templates to speed up the process by selecting the option.
If an immediate SMS is not preferred, you may schedule the SMS to be sent to a more convenient time or date by selecting the secondary (options) button and selecting the Schedule Send option.
