To set up a text message task, you will need to add it to an appropriate job. For example, if you wanted to send a text to clients on the date their VAT payment is due, you could add a text message task to your VAT Return job.
You will need to add a new task and set its type to Send text message.
You can also enter a standard message to be sent, but you can also edit this at the time the message is sent.
As with emails, you can use placeholders to customise the message, like this:
Scheduling and assigning the task
You have all the usual options for scheduling and assigning tasks, but we recommend you assign text messaging tasks to a person and not Senta. If you assign this task to Senta, the message will send as soon as the task becomes "ready" when Senta recalculates jobs during the night... and your clients may not appreciate an urgent text message at 4am.
As well as a specific individual, you can assign the task to a specialist. This means that the appropriate person will be asked to complete and send the text when the time is right. They will be presented with a prepared text message in the normal way. It can be edited or sent as is.
You don't need to put a start or due date, in which case the task will be available as soon as the job starts. However, you can do something like below to ensure that Senta gives you the texting task three days before the VAT return is due.
In this example it will be flagged as overdue the day after the VAT return is due. To learn more about date offsets please see the following guide.
Saving a copy of the text message
Currently, Senta does not have a dedicated field to store the outgoing text messages, however a workaround for keeping track of what has been sent to a client is via the "Add note" feature on the text messaging task.
Once you save the changes, the note will be added to the text messaging task and you will be able to view it, even when the task has been completed.