The output function 'SMS' can be used to set up an SMS mailing in Ternair Campaign.
Drag an SMS block to the worksheet. Connect the SMS block to one or more selection blocks.
You can only create an SMS if the selection has been saved.
Double-click on the SMS block to open the settings.
On the left side, the SMS editor is displayed. On the right side you will find the settings.
This section focuses on the following options; each option consists of a tab in the settings of an SMS block.
Filling in the mapping tab is mandatory, settings and contacts are optional.
The SMS editor (on the left side of the screen) is always visible.
Icon
Option
Description
Templates
Select template
Mapping
Map personalized fields for text messages
Settings
Send confirmation message after sending text message(s)
Contacts
Create contacts for the records receiving the text message
Validate
Validate text message content
Test
Test text message
Editor
There are two ways to create the content of a text message: by using the editor (1) or by using an existing template (2).
In the editor, you can format the content for the text message.
Choose the name of the sender
Type the content for the message
Please note:
The content of the message can consist of up to 160 characters.
The sender may contain up to eleven numbers or characters
A message is sent as plain-text.
Templates
Option two is to select an existing SMS template.
After selecting an existing template, it can be customized (on the left side). Click on the content you would like to modify and customize it.
Mapping
All the fields you would like to use should be selected ('mapped') on this tab.
These fields consist of:
Mobile phone number (=mandatory)
Fields by personalization/dynamic content (=optional)
Use the '+' icon at the top right to add one or more fields to the Mapping.
After the fields are added to the Mapping (right column), they must be 'mapped' to the fields in the left column Fields.
Use the 'Mapping Fields Automatically' button or drag and drop the field from the right column to the corresponding field in the left column.
In addition to the fields available in the database, it is also possible to add fields with a fixed text value. Click on the 'Fixed Values +' field to add a text field with a fixed value. Both the header and value of the field must be specified.
The content of text messages can be determined dynamically. Personalization fields can be called by placing brackets [ ] before and after the name of the personalization field. For example: [FORENAME].
Please note that when personalizing a text message, it is important to place the most important information at the beginning of the message. For example, if a long name is pre-populated in a text message, the message content may exceed 160 characters. Characters over 160 will not be sent.
On the 'Settings' tab, you have the option to automatically send a confirmation message by text message or email when all text messages have been sent. This text message or email is a message with process information that will be sent to the specified phone number/email address when all text messages have been sent.
Contacts
On the 'Contacts' tab you can specify the channel and contact date you want to register for the contacts (=optional).
View personalized text messages for all relations in a selection
On the left side, a preview of the (personalized) text message is shown.
Send individual test messages
Click the 'card' icon to send an individual test message.
Fill in the phone number for the recipient of a test message. Separate multiple numbers with a semicolon (;) For example: +31612345678; +31687654321
The subject of the message can optionally be changed to make it clear that it is a test message.
Click the 'Send 1 text message(s) to...;' button to send a test message to the specified phone numbers.
Send multiple test messages (up to 10)
Click the 'table' icon to send up to ten test messages.
Fill in the phone number for the recipient of a test message. Separate multiple numbers with a semicolon (;) Eg: +31612345678; +31687654321
The subject of the message can optionally be changed to make it clear that the message is a test message.
Select the number of test messages (up to 10)
Click the 'Send X text message(s) to...;' button to send a maximum of 10 test messages to the specified phone numbers.
General Settings
Option
Description
Block template
Every SMS block can be saved as a template. After an SMS block is saved as a template, it can be used as a template for other SMS blocks. A block template can be reused by clicking on 'Open block template' in the lower left corner of the SMS block and selecting the template from the list.
Description
You can specify a description for an SMS block. The description field is intended to specify a logical description for the block. This makes the content of the output block easily recognizable in the selection flowchart.
Applicate
Clicking the apply button saves the preliminary settings for the selection block.
Cancel
Use the 'Cancel' button to undo your changes.
Save
Use the 'Save' button to save your changes without (re)calculating the block.