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SMS Reminders

How to create an SMS (text message) Reminder

Updated over a year ago

Main benefits of SMS reminders

  • Debtors may not always answer a call, but a SMS is hard to ignore.

  • SMS are immediate. Far more likely to be read on receipt than an email. 

  • Particularly useful for businesses who deal directly with customers, most people have their cell phones within reach 24/7

How to add an SMS reminder

  1. SMS reminders require you to have access to Smart Workflows. If this is not included in your plan contact us to get access –this may change your subscription cost.

Log in to CreditorWatch Collect, click the ‘Workflows’ tab

  1. In the left menu, click "Workflows", then

  2. under the "Smart" section, click "Add", then

  3. choose a pre-written collector template, or start with a blank template, then

  4. click "Next, edit your reminders" at the top right to customize your reminders. 

6. Edit your reminder content and timing.
7. Click "Add reminder" and select SMS reminder

8. From here you can edit the SMS reminder, set the timing, wording and automation.

NB: Keep your text short and to the point. 160 characters maximum, or the message will be split into two.

Using placeholders will effect the length of your message.

Limit the placeholders used in sms reminders to org name, overdue amount and overdue days.

How to ensure sms reminders go out

Check that your customer's mobile numbers are listed under mobile within your accounting software. If your customer doesn't have a mobile number, or the number is listed incorrectly, the sms reminder will be skipped .

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