SMS is a powerful way to stay connected with your customers. ProfiitPlus Integrated SMS allows you to send messages directly from key areas of the system, making communication quick, seamless, and effortless.
SMS features
Below are some of the key areas where SMS can be sent. There are also many additional areas within the system where SMS functionality is available.
✔ The Sales Entry Screen – when you update the status of a transaction, e.g: Your parts are on backorder, Your order is ready for pickup etc.
✔ Send messages from the Debtor Management Console
✔ The bulk marketing facility in Customer Relationship
✔ Engage customers through the Loyalty Module
Send messages from the Scheduler Module
✔ Send messages from Maintenance Records for equipment repairs & servicing:
To get started, please contact Foresiight and we will assist with the setup.
📧 Email us at solutions@foresiight.com.au
📞 Call (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:
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.
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.
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.
It’s easy to get started, and the only cost is for the SMS messages that you utilise.
