SMS Messages

SMS Survey Updates

Navigate to Settings > Survey settings > Email and SMS settings.

Select the ‘SMS template’ tab.

Here you will see a list of SMS templates that can be edited and sent to customers as a survey is updated.

The [Shortcodes] can be added to each template to add important information such as booked dates, the customer name and more.

We recommend that [shortcodes] for links are not used as these are extremely long and you will be charged for several SMS messages to send these.  

Press save after editing each template. Please refresh the page before going back to view a template you have edited as the browser can display the data it first loaded instead of the most recently saved information. Note: HTML / unicode cannot be added into templates, only plain text.

Turn off templates: if you prefer not to send out certain SMS templates you can untick them and they will not send out.

SMS via Messaging System

On any survey timeline page, you can send a message to a customer. When sending a message via the message system it can send a message via SMS and/or email to the customer.

To send a message via SMS and/or email please ensure your SMS/email ‘message received from surveyor’ templates are ticked on or off. You can choose to only send SMS, email or both depending on how you edit your settings.

If you use two-way SMS, replies to SMS messages will feed into the message system and you will receive a notification to let you know a message has been received. If you use one-way SMS (where the SMS is sent from a name instead of a dedicated virtual number), customers cannot reply and SMS messages are informational only.