SMS's
Constructing new SMS's and Viewing SMS records.
Last updated
Constructing new SMS's and Viewing SMS records.
Last updated
Welcome to the SMS Menu, whereby the user may construct an SMS and view various SMS records as per the options in the SMS menu (shown below).
Related Content
Select the following links to view more detailed information on the following:
Sending Bulk SMS's
In order to send an SMS in Mobiloan,
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:
Take note of the following regarding creating SMS's:
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.
Using Placeholders
Select the Insert Placeholders option to include a specific parameter value that belongs to the client.
The placeholders available depends on the recipient of the current SMS.
Upon message preview, you will be able to view what the given placeholders translate to.
For example, to include the client's employer in the message without having to cross check the same, simply load the [client. Employer] placeholder into the message box when constructing the message.
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.
If you are creating a bulk marketing SMS, Mobiloan will check which of the clients included in the SMS do not have SMS Marketing permissions and warn the user accordingly
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.
Selecting the "+" option in the bottom right corner allows the user to Refresh the page or Create a new SMS.
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.
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.
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.
