SMS Text Messaging
From FloristWiki
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Click Apply when you have finished making changes to this screen. | Click Apply when you have finished making changes to this screen. | ||
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==Enabling a Customer for Text Messages== | ==Enabling a Customer for Text Messages== | ||
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* Text Delivery Confirmations - When selected, the customer will receive text message confirmations when orders are marked as delivered. By default, this is unchecked. | * Text Delivery Confirmations - When selected, the customer will receive text message confirmations when orders are marked as delivered. By default, this is unchecked. | ||
* Text Message Marketing - When selected, the customer will be included in text message marketing campaigns created from Mercury Marketing. By default, this is unchecked. | * 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 a Text Message== | ||
| + | You can send a 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 a Text Message from the Customer Detail Information Window=== | ||
| + | To send a text message from the Customer Detail Information window: | ||
| + | # Perform a Customer Search to locate the customer and double-click on the result to open the Customer Detail Information window. | ||
| + | # If it is not already visible, click the General tab. | ||
| + | # 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. | ||
| + | # Ensure the phone number is correct (by default, the value is the customer's cell phone number). | ||
| + | # From the Employee list, select your employee name. | ||
| + | # From the Sender list, ensure the sender name for the store is correct. If it is not, select the appropriate sender name. | ||
| + | # In the Personal Message field, enter the personal message. | ||
| + | # Click Send. The message is sent, the window closes, and the message is logged in the Customer Life Cycle. | ||
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| + | ==Text Message Output Window== | ||
| + | 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. | ||
| + | * Employee - select the name of the employee who is sending the message. | ||
| + | * Sender Name - select the sender name from the available list (configured in Mercury Administration). This will be inserted into the Personal Message field. | ||
| + | * 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. | ||
Revision as of 08:56, 23 March 2012
This is under construction
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.
Contents |
Text Message Screen
The Text Message screen in Mercury Administration provides a way to configure text message settings in your store. Select the store you are configuring from the Store Name list.
Account Information
Your account information is from your Skywire account and will typically be configured by someone at FTD. The following fields must be configured:
- Property ID
- User Name
- Password
- Confirm Password
Sender Name To Display
This is the name displayed in the text message indicating who sent it. This should be an identifiable, yet short, name for your shop. The length of this affects the number of characters available in the Personal Text field.
Default Delivery Confirmation Message
This is the default delivery confirmation message. It is read only.
Personal Text
Personalized text entered in this field will be appended to the delivery confirmation text message when it is sent from your store. The field displays the number of characters remaining for personalization.
Click Apply when you have finished making changes to this screen.
Enabling a Customer for Text Messages
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:
- Text Messages - When selected, you can send 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.
- Text Delivery Confirmations - When selected, the customer will receive text message confirmations when orders are marked as delivered. By default, this is unchecked.
- Text Message Marketing - When selected, the customer will be included in text message marketing campaigns created from Mercury Marketing. By default, this is unchecked.
Sending a Text Message
You can send a 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.
Sending a Text Message from the Customer Detail Information Window
To send a text message from the Customer Detail Information window:
- Perform a Customer Search to locate the customer and double-click on the result to open the Customer Detail Information window.
- If it is not already visible, click the General tab.
- 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.
- Ensure the phone number is correct (by default, the value is the customer's cell phone number).
- From the Employee list, select your employee name.
- From the Sender list, ensure the sender name for the store is correct. If it is not, select the appropriate sender name.
- In the Personal Message field, enter the personal message.
- Click Send. The message is sent, the window closes, and the message is logged in the Customer Life Cycle.
Text Message Output Window
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:
- Cell Phone Number - this defaults to the customer's cell phone number. You can also enter a new cell phone number in this field.
- Employee - select the name of the employee who is sending the message.
- Sender Name - select the sender name from the available list (configured in Mercury Administration). This will be inserted into the Personal Message field.
- Personal Message - enter your message. The number of characters remaining is displayed above the field.
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.
