Automated SMS feature enables you to send SMS to your clients when required. Based on the criteria you set for the SMS template, the automated SMS will be sent to the clients. e.g. if you wish to send a feedback SMS to the client after 15 days of the activation date.
How is an SMS template configured?
Note – You can use the variables below to personalize the SMS.
FIRSTNAME – Will pick up the client name from the client profile
LASTNAME - Will pick up the client last name from the client profile
MIDDLE NAME - Will pick up the client middle from the client profile
MEMBER ID – Will pick up the client id from the client profile
Click on Status as Active to activate the template.