NOTE - If you are viewing these notes from the Mailshot section, please not that in order to send a SMS mailshot you need to have an account set up with Text Marketer who provide the text messaging service. More details can be found in the link below:
SECTION 6: Sending an SMS Mailshot in MagManager
Once this has all been set up, you will be able to bulk message customers via SMS in MagManager. This is done by creating an SMS Mailshot, and is fairly simple as outlined in the steps below.
NOTE: Only admin users have permission to send mailshots from MagManager or users with Report access.
- Go to the Reports screen and select ‘Create Mailshots’. This will bring up a grey box explaining what this feature does. Click on this box to be taken to the Mailing screen.
- Now in the Mailing screen, you will be able to select your communication method from the drop-down menu. Select ‘SMS’.
- For more information on the Search criteria, check the Mailshots in MagManager notes.
- Once you have completed your search, you can either individually select the clients you want to send an SMS to, or send to all of the selected clients.
- Select ‘Create Message’ on the top right of the screen. This will bring up the message content box.
- Once you have completed your message content, press ‘Preview and Send’ – this will bring up the Preview SMS box.
- You can choose to either ‘Send All Messages’, ‘Skip and Next SMS’ (this will not send the current message that is displayed and will go on to the next in the queue) or ‘Send and Next SMS’ (this will send the current message that is displayed and then go to the next one in the queue – useful if you want to double check each message first).
- Once all of the communications have been processed, they will be added to the Client timeline.
