Did You Know? ProfiitPlus Integrated SMS Functionality

ProfiitPlus Tip of the Month
ProfiitPlus Tip of the Month
SMS Key features

SMS is a great way to keep in touch with customers (and sometimes even suppliers). ProfiitPlus/Alchemii includes functionality to send SMS messages from various parts of the system.

Before using SMS you need to register your system – please contact Foresiight Support and we can help set this up for you.

There are a number of areas that you can send an SMS from:

• Your Customer List in the CRM module

• The Sales Entry screen – when you update the status of a transaction (e.g. ready for pickup)

• The bulk marketing facility in CRM

• Loyalty module & more.

Email or phone Foresiight on (07) 3356 2772 to get connected today.

Status Code Setup

One of the most powerful ways to utilise integrated SMS is the Status Codes on Sales Documents.  You can setup status codes to text predefined messages to the customer, to keep them updated on the progress of their sale.  Go to Sales Orders & Invoicing | Sales | Settings | Enter/Edit Status Codes.  Select your status code to modify the SMS text and flag for an operator prompt:

Status Codes
Sending an SMS from the Sales Screen

Whether you are invoicing through Customer Relationship Module or Sales & Invoicing, you can utilise the SMS prompts on sales documents when setting or changing a document status.

Start your sale as normal and proceed to the Header Tab of your sales document.

ProfiitPlus SMS from Sales

Select your contact from the drop down list where applicable – this will allow SMS messages to be sent to the individual Contact’s mobile phone number instead of the primary customer mobile number.  Select your status from the “Status” drop down box.

If you have a predefined status setup (per above) you will automatically be prompted to send an SMS with a prefilled message, which you can review and edit before sending.

If you haven’t set predefined messages, you can simply click the “SMS” button beside the status at any time to send a custom message to the account or contact mobile number.

SMS Text

Enter your text message in the dialogue box and note the number of available characters at the bottom of the screen.  Note that your message must include an Opt-Out message, so this can not be removed.

Click OK to send your message.

Fore more information Email or phone Foresiight today on (07) 3356 2772 to find out more.

It’s easy to get started, and the only cost is for the SMS messages that you utilise.

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