Text messaging is a great way of communicating with customers. SME Professional integrates with BulkSMS, allowing users to send text messages directly from their system. For guidance on setting up this integration, please click here.
All sent text messages are logged within Correspondence > View correspondence. If configured in your BulkSMS account, any return text messages can be converted to emails and sent to a designated email inbox.
1. Sending a text message
There are a few different ways in which text messages can be sent from the system:
1.1 Using clickable mobile numbers
On certain pages, mobile numbers are displayed as clickable links (for example, within tenants or contacts views).
Selecting a mobile number opens a new SMS message window with the recipient’s number automatically populated.
1.2 Using system actions or menus
Some pages include menu options that generate pre-populated text messages.
For example, the Action dropdown on the Viewings page lets you send messages to tenants or property owners.
1.3 Using text message templates
Go to Correspondence > Text message.
Create and send messages using predefined templates. For further information, please click here.
Note: for the text message function to work efficiently, system contacts (for example, tenants and landlords) should have their mobile number set as their Preferred contact number
2. Sending a text message to multiple recipients
When sending messages to multiple recipients, mobile numbers must be formatted correctly.
Each number must be separated by a comma. No spaces should be included between numbers eg. 07900123456,07800987654,07700111222.
