You can do a bulk merge by SMS (Texting) as well. This is ideal if sending out an Inspection Reminder or wanting to tell all your tenants a quick message.
Instructions - SMS Merge:
- Click on Control - Documents (Mail Merge)
- Click on the Template filter and choose the SMS template that you want
- Click on the Filter - and choose SMS
- A screen will show now with all the tenants and their phone numbers
- You can select or unselect by clicking in the boxes next to the names,
- Click on the "Merge File" Icon
- The merge screen will now appear, make any changes that you want
- Click on Merge, A pop up box will appear just telling you what is going to happen, click Yes
- Once the merge is completed click Send
- A screen will appear and list all the texts that were sent out and whether they were successful or not
- Click Close
- NOTE: There are 160 characters in one text, if you go over that number, the system will send two texts. This shows at the bottom of the SMS screen.
Related Links:
- Setting Up Mail and SMS Templates
- Adding a Template
- Adding a letterhead
- Doing a Mailmerge (Letter and Email)
- Inserting Images into Templates
- Checklists - How they work and How to Set them up
- Custom Merge - Exporting Merge Fields to Create Your Own Reports
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