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| + | Note - This feature is no longer being offered or is available. Apologize for the inconvenience. |
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| - | FTD Mercury X3 Fall (10.31.2.6) provides text messaging capabilities as a way to communicate with your customers, market to them, and to provide real-time delivery confirmations via text messages. You must be licensed for text messaging before using it; contact Mercury Technology Sales at 1-800-767-3222 or email TechSales@FTDi.com for more details.
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| - | Once you have been licensed, initial configurations are done via the [[Mercury Administration: Text Message Screen|Text Messaging screen]] in [[Mercury Administration]].
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| - | ==Enabling a Customer for Text Messages==
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| - | You can enable a customer to receive text messages in the General tab of the Customer Detail Information window. In the Contact Information area, when the phone type is Cell Phone, you can select to enable the following for the customer:
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| - | * Text Messages - When selected, you can send ad hoc text messages to customers via the General tab of the Customer Detail Information window, from Order Entry, and from Point of Sale. By default, this is unchecked.
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| - | * Text Delivery Confirmations - When selected, the customer will automatically receive text message confirmations when orders are marked as delivered. By default, this is unchecked.
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| - | * Text Message Marketing - When selected, the customer will be included in text message marketing campaigns created from Mercury Marketing. By default, this is unchecked.
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| - | ==Sending an Ad Hoc Text Message==
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| - | You can send an ad hoc text message to a customer from the General tab of the Customer Detail Information window and from the Order Entry or Point of Sale windows for an order. In the Customer Detail Information window, when you click the Text Message button, the Text Message Output window opens. In Order Entry and Point of Sale, when you click the Confirmations button, the Emails and Text Messages window opens. From that window, when you click on the Text Message button, the Text Message Output window opens.
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| - | ===Sending an Ad Hoc Text Message from the Customer Detail Information Window===
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| - | To send an ad hoc text message from the Customer Detail Information window:
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| - | # Perform a Customer Search to locate the customer and double-click on the result to open the Customer Detail Information window.
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| - | # If it is not already visible, click the General tab.
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| - | # Click the Text Message button. (If the button is not enabled, you are either not licensed for text messaging or the customer is not configured for text messaging.) The Text Message Output window opens.
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| - | # Ensure the phone number is correct (by default, the value is the customer's cell phone number).
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| - | # From the Employee list, select your employee name.
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| - | # From the Sender list, ensure the sender name for the store is correct. If it is not, select the appropriate sender name.
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| - | # In the Personal Message field, enter the personal message.
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| - | # Click Send. The message is sent, the window closes, and the message is logged in the Customer Life Cycle.
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| - | ===Sending an Ad Hoc Text Message from Order Entry or Point of Sale===
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| - | To send an ad hoc text message to a customer from the Order Entry or Point of Sale window:
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| - | # Perform a Ticket Search to locate the order and open it in the Order Entry or Point of Sale window.
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| - | # Click the Confirmations button. The Emails and Text Messages window opens.
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| - | # Click the Text Message button. (If the button is not enabled, you are either not licensed for text messaging or the customer is not configured for text messaging.) The Text Message Output window opens.
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| - | # Ensure the phone number is correct (by default, the value is the customer's cell phone number).
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| - | # From the Employee list, select your employee name.
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| - | # From the Sender list, ensure the sender name for the store is correct. If it is not, select the appropriate sender name.
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| - | # In the Personal Message field, enter the personal message.
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| - | # Click Send. The message is sent, the window closes, and the message is logged in Order Life Cycle.
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| - | ==Text Message Output Window==
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| - | The Text Message Output window enables you to send a text message to a customer. You can open it either from the General tab of the Customer Detail Information window or from the Email and Text Messages window (accessed in Point of Sale or Order Entry). The window itself contains the following fields:
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| - | * Cell Phone Number - this defaults to the customer's cell phone number. You can also enter a new cell phone number in this field.
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| - | * Employee - select the name of the employee who is sending the message.
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| - | * Sender Name - select the sender name from the available list (configured in Mercury Administration). This will be inserted into the Personal Message field.
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| - | * Personal Message - enter your message. The number of characters remaining is displayed above the field.
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| - | When you have finished entering the message, click Send. The window will close and the message will be logged in life cycle for the customer or the order.
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| - | ==Sending Delivery Confirmation Text Messages==
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| - | Before you can send a Delivery Confirmation text message, you must be licensed for text messaging and the customer's account must be configured for text messaging.
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| - | ===Automatically Sending Delivery Confirmation Text Messages===
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| - | If your customer is configured for automatic delivery confirmation text messages in the General tab of the Customer Detail Information window, when an order is marked as delivered, the text message will automatically be sent. This includes marking the order delivered from Ticket Search, in Mercury Delivery, or via FTD Mercury Mobile.
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| - | ===Manually Sending Delivery Confirmation Text Messages===
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| - | If you have not configured your customer to automatically be sent a text message delivery confirmation in the General tab of the Customer Detail Information window, you can still send them a confirmation message.
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| - | To manually configure a customer for a delivery confirmation text message:
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| - | #In Order Entry or Point of Sale, open the order.
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| - | #Click the Confirmations button. The Emails and Text Messages window opens.
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| - | #Click the Text Message Confirmation box and enter the cell phone number for the customer.
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| - | #Click Save.
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| - | When the order is marked as delivered from Ticket Search, in Mercury Delivery, or via FTD Mercury Mobile, the customer will receive a text message delivery confirmation.
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| - | ==Text Message Marketing Campaigns==
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| - | Using Mercury Marketing, you can create a list of phone numbers to use in text messaging marketing campaigns.
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| - | '''To create an email campaign using the Marketing Wizard:'''
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| - | #On the FTD Mercury Main Menu, click Marketing. The Marketing Wizard opens.
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| - | #Click Create a New Campaign.
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| - | #On the Create Campaign panel, in the Campaign Name field, enter a campaign name. Remember that this campaign can be used later, so make the campaign name as specific as possible (for example, indicate that it is an email campaign).
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| - | #In the Referral Code field, select the referral code that you want to give the campaign that you are creating. A referral code must be assigned to the campaign so that you can track sales that were generated by the campaign during campaign analysis.<br>If you do not see the referral code you want to use, click Add New Referral Code, type the new referral code and then click Add. The new referral code is available to use in the Marketing Wizard immediately, however you must restart FTD Mercury and Mercury Administration for the new referral code to display in those programs.
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| - | #Select Email as the Distribution Type.
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| - | #From the Campaign Type list, select Text Message.
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| - | #Click Next.
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| - | #In the Select Target List panel, select the target list for your campaign. Your options are:
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| - | #*Select a predefined list—This allows you to select a predefined list of either all your customers, new customers, top customers, or customers by ZIP code. Select the appropriate customer list from the box on this panel.
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| - | #*Refresh list from a previous campaign—This allows you to use a target list of customers from a previously executed campaign, but it also refreshes the data to include any new or changed customers that meet the criteria for that campaign. Click Select to select the campaign from which the list will be refreshed.
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| - | #*Load a list from a previous campaign—This loads an exact list of customers that was used in a previous campaign. Click Select to select the campaign from which the list will be loaded.
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| - | #Click Next.
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| - | #The options that display on the Key Criteria panel depend on the options selected in the Select Target List panel. Provide the information requested and click Next.<br>''NOTE: If you have multiple stores, remember to choose the store that contains the customer records that you want to extract. If you select the main store, the program does not extract duplicate customers if you have customers saved at multiple stores. If you extract by Top Customers, the system extracts the top number of customers at the selected stores. However because the system is designed to eliminate duplicate records, the system eliminates duplicate top customers if the extracted customers are top customers at more than one store (therefore you may select to extract 100 top customers, but because duplicates are eliminated, only 50 are actually extracted)''.
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| - | # In the Output Fields panel, you are informed that the fields are limited to the Contact Name, Phone Number, Cell Phone Number, and Customer Email Address. Click Next.
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| - | #The Preview and Edit List panel allows you to preview the list of customers before you save your campaign. Before reaching the final panel in the wizard, review the list and see if you want to remove any customers from the campaign. Any records that are highlighted are missing information.<br><i>NOTE: If you type information in the grid, the information is saved only in this specific customer list (the information is saved only in this particular file and is not saved in your customer database).:
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| - | #*To exclude a customer from the list, right-click on the customer record and then click Delete Row.
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| - | #*To view the criteria that you selected throughout the wizard, click View Criteria.
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| - | #*If you want to change the criteria, click the Back button to go back to previous panels and change your selections.</i>
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| - | #Click Next. The Save Campaign panel opens.
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| - | #Click the Generate Text Message List Now to immediately create the text message list, and/or click Schedule to schedule the campaign. If you are scheduling the campaign, click Create to create the schedule (see [[Scheduling Campaigns]] for details).
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| - | #Click Finish. The campaign saves and you are returned to the Marketing Wizard main panel. If you selected Generate Text Message List Now, your customer list is saved as a file on your hard drive in the C:\Wings\Customer Lists directory. The file name is the campaign name followed by the date and time that you saved the campaign.<br>''NOTE: Customer lists are only saved in the C:\Wings\Customer Lists directory on the server. If you are working on a client PC, you must retrieve the .csv on the server PC in that directory. Clicking the Find my Previous Lists link does not find the customer list on the client PC.''<br>'''IMPORTANT: Customer lists (.csv files) should not be viewed in Microsoft Excel (the data may be sorted incorrectly when viewing in Excel).'''<br>If you Scheduled the campaign, the files are created according to the schedule that you specified.
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| - | The next step is to upload the file to the Skywire Web site.
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Note - This feature is no longer being offered or is available. Apologize for the inconvenience.
