Schedule Text Message

The Schedule Text Message link is used to customize and configure the messaging that goes out to the customers from the automated texting method once an Order is scheduled. Once an Order has been scheduled for delivery for a customer, one may trigger an automated SMS text, called Schedule Text Message, which contains text informing the customer that the Order has been scheduled and asking for confirmation about proceeding with it or rescheduling it. Ideally this automated Text Notification is triggered a day prior to the actual date of delivery.

A very important point to be noted is that this message is customizable at any point in time and anybody with access to the Admin tab (i.e., personnel with Admin role) would be able to edit the content. The tags that you see below each box may be used to customize the message. Of course, when the actual message is read out, the tags get translated to the actual.

If the customer clicks on the confirmation link, what the customer gets to see is what is keyed in, in the 'Wording for Schedule Confirmation Page :' box

In the 'Service Order Phone Number:' box, you need to decide which of the phone numbers out of Phone1, Phone2 and Phone3 would be containing your customers' cell phone number and choose the same from the dropdown. Care needs to be taken while populating Service Orders or importing them from your POS system that the cell phone number is entered in what is selected in this dropdown.

The 'Outgoing Number:' box contains the number that has been purchased from our vendor for sending the SMS Text Notification message and the one that the customer sees as the one from which the SMS Text message has been sent to them.

The 'Message to play on callback:' box contains the message that is read out to the customer in case they mistakenly call the number in the Outgoing Number box

All this done, the Save button needs to be clicked, in order to save the changes.

Note : The actual triggering of the SMS Test Notification is done from the Notification Tab. If Pre-Routing is enabled, in the Notification tab, you need to click on the Schedule Call link. The Orders for which the SMS Test Notification needs to be triggered are selected by placing a check mark in the respective checkboxes and clicking on the Text button at the bottom of the screen. All the customers are 'texted' simultaneously at their respective numbers and the message displayed to them with their corresponding data in it (their address, their date and time of delivery etc.).

      The Text Status is available right below the phone number.