How to do a SMS merge (texting)

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