This section outlines how to send bulk SMS messages to your clients through the MAXSMS module.

Overview

You can send SMS messages to clients based on their Client Status or to All Client Statuses.

To access this feature, navigate to Processing > MAXSMS.

Note: The MAXSMS module must be activated for your legal entity on the back-end to use this feature.

Process Details

Before sending, the system will display the number of SMS messages remaining, already sent, and your monthly limit.

The process will prompt you for the following information:

• Client Status: Select the status of the clients to whom you want to send the SMS.
• Client Branch: Select the client's branch to send the SMS.
• Message: Choose the SMS message you wish to send. You can set up custom messages under Setup > MaxSMS > Messages > MaxSMS Custom Messages.

Review and Send

Once you have provided the required information, you will have the opportunity to review your message and the client list before sending.

The following information will be displayed for your review:

• SMS messages remaining and monthly limit.
• Number of SMS messages to be sent.
• The message that will be sent.
• List: A list of clients included based on your selected filters, showing:
  • Client No: The client number for the SMS recipient.
  • Cellphone No: The client's cellphone number for the SMS. The report will indicate if a cellphone number was not provided, and thus the SMS cannot be sent.
  • Client Status: The client status for whom the CRM SMS is being sent.

Buttons

• Continue: Click to proceed with the SMS process.
• Back: Click to cancel the request and return to the previous page.

Sending and Results

After clicking the Send button, you will receive a log detailing the number of successful SMS messages sent and the number of failed SMS messages.

Post-Send Buttons

• Done: Click to return to the previous page.
• Back: Click to cancel the request and return to the previous page.