SMS Promoter

Setting up the SMS Promoter

To set up the SMS Promoter for the first time. Please note that the SMS Promoter is per location. It is highly recommended to go through your CRM From the Manager’s Screen go to Location > Settings. Click on Edit Location. Click on Extra Features > SMS. Click on Activate SMS Promoter to Activate the feature. Enter your contact information and the credit card that will be used for automatic payments. Click on Activate SMS Promoter. After activation, you will receive a text message to the phone number provided which will be the number your customers will see when receiving a message. You Read more

Activating triggers with the SMS Promoter

From the Manager’s Screen go to Location > Settings. Click on Edit Location. Click on Extra Features > SMS. Click on the checkbox next to the trigger you would like to activate. Type in the message you would like the customers to receive and click Save. The Units is how many messages the customer will receive.  70 characters = 1 unit.

Deactivating triggers with the SMS Promoter

From the Manager’s Screen go to Location > Settings. Click on Edit Location. Click on Extra Features > SMS. Click on the checkbox next to the trigger you would like to deactivate and click Save.    

Adding customers to a location for the SMS Promoter

If you would like to attach or move existing customers to a specific location to receive SMS messages, follow the steps below. From the Manager’s Screen go to Customers > Management. Click on CRM Settings. Click on the From and To drop-down and click Transfer.