SMS Triggers

SMS notifications can be triggered based on a specific Job Status or Task Status to keep all relevant parties informed of the current state of the delivery or pickup. There are 2 types of SMS triggers:

• Task SMS Triggers
• Job SMS Triggers

Sending SMS notifications are chargeable at USD 0.05 per SMS credit. Each SMS notification may consume more than 1 SMS credit depending on the length of the SMS message. As a general guide, 1 SMS credit will be consumed for every 160 characters in the SMS message.

Job and Task SMS Triggers

To configure SMS notifications,

1. Go to Settings > Notifications
2. Click on Task SMS Triggers or Job SMS Triggers.
3. Hit + New Template
   
4. Fill in the name of the SMS Trigger and click Enable Trigger to activate it.
   
5. In the Job Filters or Task Filters section, you'll be able to configure the conditions that will trigger an SMS.
   • Job Type: Delivery or Pickup
   • Task Status or Job Status: Pick a status to define when the SMS notification will be sent out.
     • If you are looking to trigger SMSes at different statuses, you will have to create a new template for each status.
   • Customers: Define a specific customer whose Jobs or Tasks you would like the SMS notification to be triggered.
   • Task Tags or Job Tags: Choose a tag in which you would like the SMS notification to be triggered.
6. Specify the Recipient who will be receiving the SMS notification.
   • Customer refers to the contact number of the Customer contact person for which the job is created. This contact person and the contact number can be set up in Customers.
   • Job Contact Person refers to the contact number defined in the job.
   • Task Contact Person (For Task SMS Triggers only) refers to the contact number defined in the task.
   • Allocatee (For Task SMS Triggers only) refers to the transporter.
   • Other mobile numbers refer to additional recipients who are not defined in the earlier recipeient categories. Useful for notifications to an internal team member.
7. In the SMS Template section, you'll be able to describe the SMS content.
   • Define the Sender Name to let your recipient know that it is from a company they know.
     • In Singapore, companies must register their own Sender ID, otherwise, the Sender Name will be defaulted to 'Likely-SCAM'.
     • In Indonesia, companies must register their own Sender ID to ensure that the SMS can be sent out.
   • Use mergetags to display dynamic information in your message. Each mergetag corresponds to a unique field, which looks like a snippet of text enclosed by square brackers: [Customer Name].
   • Note: The recipients are unable to reply to the SMS message. You may want to include your Customer Support number in the message.
8. To see a preview of the SMS, fill in your number and hit Send Preview. If mergetags were used, the email will contain some sample information.
   
9. Hit Save Template to save the template as configured.
   

SMS Credits

In order to send automated SMSes to recipients, you will need to have some SMS credits.

Checking SMS Credits Balance

To check SMS Credits Balance,

1. From the menu on the top right, select Manage Billing > Triggers.
2. Under SMS, the SMS Credits Balance will be displayed.
   

Topping up SMS Credits

To top up SMS credits,

1. From the menu on the top right, select Manage Billing > Triggers.
2. Under SMS, key in an amount to top-up and hit Top up.
   
3. You'll be redirected to Paypal to complete the payment process.

Exporting Transactions

Each SMS Credits top-up transaction is recorded in your account and can be exported.

To export transactions,

1. From the menu on the top right, select Manage Billing > Triggers.
2. Under SMS, hit Export Transactions. It is recommended to define the date range of the transactions that you want to export. To export for all customers, leave 'Select Customer' as unselected.
3. Hit Export Transactions and you will be able to download the export in .xlsx format.
   
4. The columns in the export file of the Transactions are:
   1. Category
   2. Name
   3. Amount
   4. Transaction Time
   5. Method
   6. Transaction ID

Exporting SMS Notifications

To export out the SMS notifications that were sent out, 

1. From the menu on the top right, select Manage Billing > Triggers.
2. Under SMS, hit Export SMS to export SMS messages. It is recommended to define the date range of the SMS notifications that you want to export. To export for all customers, leave 'Select Customer' as unselected.
   
3. Hit Export SMS and you will be able to download the export in .xlsx format.
   
4. The columns in the export file of the SMS notifications are:
   1. To (Recipient's number)
   2. Content
   3. Date and Time (Timestamp of when the SMS was sent)
   4. Customer
   5. Status (See next section on SMS Delivery Status)
   6. Provider

SMS Delivery Status

View SMS Stats

To view a summary of the number of SMS notifications sent out every month, 

1. From the menu on the top right, select Manage Billing > Triggers.
2. Under SMS, hit SMS Stats to view SMS stats.
   

Merge Tags Cheat Sheet