Sending SMS (Beta)
During Beta, SMS messages are free to send. Once the beta is complete SMS will be charged as an add-on. You'll have the chance to opt-out of SMS messages at that point.
Sending a quote via SMS
To keep it simple we have integrated the SMS messaging into the original Send Quote page.
You will notice that we have made a few changes to streamline the message page layout in readiness for the SMS roll out.
These include
- Options at the bottom of the message page have now been removed.
BCC (blind copy/send copy to yourself) moved to the top of the page under a blue BCC toggle button
- Customer must sign to accept quote - moved to settings. You will find it under Settings>Quotes. Its can be turned ON or OFF for all quote messages.
BCC (blind copy/send copy to yourself) moved to the top of the page under a blue BCC toggle button
Once you have enabled SMS sending in settings your message screen will change to include Notify customer via SMS. SMS can be toggled on or off for each quote that you send by clicking on the small box next to Notify customer via SMS.
A blue tick means the SMS is switched on.
Any numbers saved as a mobile on the customer profile will show in the SMS box. You can delete or add any extra numbers to the box. Mobile numbers should be separated by a comma. Each mobile number will count as 1 message. So if you have 3 numbers this will count as 3 messages.
Don't worry if you have saved a landline number under the mobile category . YourTradebase will check the numbers prior to sending and will show an error message for any numbers that are not valid.
Selecting the green button Send quotation will send text to your customer with a link to view their quote online. Your customer will also receive a copy by email.
TOP TIP - You can view & edit the numbers saved against the customer profile by clicking on the customers name at the top of the page.
Sending an invoice via SMS
The message page for an Invoice will look similar to the quote page. SMS option will show, with a toggle button, under 'To' at the top of the page.
Adding or deleting numbers will working the same way as sending a quotation.
We have moved Pay online top of the page with a toggle button. If you have a Stripe connection, the option to allow customers to pay online will now show under the 'To' field
Selecting the green button Send Invoice will send text to your customer with a link to view their invoice online. Your customer will also receive a copy by email.
Feedback
The most important part is your feedback! We want to hear everything especially if you think there's something that could be tweaked before release.
You can send your feedback through Settings>Power ups >Send SMS messages
Alternatively you can message us HERE
Or from your help button
Thanks so much for agreeing to be part of the Beta SMS team. We look forward to working with you!
P.S All data you enter during the SMS beta will be saved as usual - You wont lose any data!