Sending SMS within Client Manager can be an easy and effective way to interact with your clients.
- How do I see a history of past SMS sent to clients?
- How do I cancel a scheduled SMS?
- How do I send bulk SMS to multiple clients?
How do I see a history of past SMS sent to clients?
To access a list of past SMS sent through Client Manager, you will:
- Navigate to Menu > CRM > SMS History
- You will be able to see a list of clients and the relevant SMS messages that have been sent to them
This list can be exported in CSV, Excel or PDF format if needed.
How do I cancel a scheduled SMS?
You can cancel a scheduled SMS that has been set up as part of a workflow. A scheduled SMS can be cancelled via SMS Global.
- Log into SMS Global using the credentials provided to you when you onboarded with Client Manager.
- The screenshot below can guide you to the appropriate location within SMS Global.
How do I send bulk SMS to multiple clients?
Once a client list has been generated, either through an advanced search or user report, a user can select all clients/some clients > Actions > Bulk SMS
The system will then flag any potential clients on the list who do not have a mobile number against their account for sending the SMS to.
From there, the user will complete relevant information in the SMS body or select from a template, indicate whether the SMS is to be scheduled and select Send SMS.
If you have any questions, please email our support team at cmsupport@openmarkets.com.au