Editing an SMS Message
Overview
To edit an SMS message, navigate to Setups
> MaxSMS > Messages. Then, select the specific message you wish
to modify, for example, MaxSMS Payment Arrears.
To access this feature, the MaxSMS General
Setups resource must be activated for your user role.
Message Configuration
The following options and information will appear
on your screen:
- Choose Document Group: Click the dropdown list
to select the relevant document group.
- Insert Merge Fields from here:
Use this dropdown to insert specific Merge Fields (tokens)
into your message. These tokens will automatically pull client-specific
details.
- Important: When using a
token, always ensure there is a space before and after the
token. Do not start a message directly with a token.
MAXSMS MESSAGES SETUP
- MaxSMS Message: Type your
customized SMS message here. The default message for Payment Arrears, for
instance, is: "Your loan is in arrears, please contact your microlender
urgently."
- You can enter a personalized message of up to
160 characters. This message will be sent to clients with outstanding
installments.
SMS Sending Procedure
The SMS sending process works as follows:
- A client's
outstanding installment(s) trigger the appropriate SMS
message setup.
- After removing duplicate
clients, entries without cellphone numbers, etc., the configured SMS message
is sent.
- It is recommended that the
{^Client Total Settlement Amount^} token be used in these messages to
indicate the amount owed.
- This token will correspond with the receipt
settlement amount on the SMS's send date, providing a clear reference for the
user.
Record Details
This section displays the update history for the
SMS message:
- Update History: Username: The username of the
person who last updated the information.
- Update History: Date: The date when the
information was last updated.
- Update History: Time: The time
when the information was last updated.
Available Buttons
- Cancel: Click this button to return to the
previous page without saving any changes.
- Save: Click this button to
save your changes and continue.