Welcome new clients and employees to your business with a personalized welcome SMS.
Enabling the Add-on
Click on "Account & Settings" and then click on "Integrations & Add-ons".
Use the "Search" field on the right and enter "Welcome SMS".
Click on the "Enable" link.
Settings
Once the add-on has been enabled, click on "Manage". The SMS templates are fully customizable and you can easily add your own personalized message (of up to 160 characters) for the following SMS templates:
Teacher Message
Student Message
Family Message
While editing one or more of the templates above, you can use the merge tags available under the "Merge Tags" section to personalize the message further.
Buying SMS Credits
In order to send Welcome SMS messages, you will need to purchase credits beforehand. You can purchase SMS credits by following the steps below:
Click on "Account & Settings" and then click on "Integrations & Add-ons".
Click on "Buy Credits" under the Welcome SMS Add-on.
In the "Purchase SMS Credit" field, select the amount of credits you'd like to purchase.
Add your credit cards details and submit the form to complete the purchase.
NOTE: SMS prices depend on the country of the recipient. You can select a country from the “SMS Rates by Country” field to view the cost per SMS message.
Usage
In order to be able to send Welcome SMS messages to your new clients and employees, you'll need to make sure that the "Send Welcome SMS" option has been selected on their profile. You can do this by following the steps below:
Families & Students
Click on "Students" and then click on "Families" or "Students".
Click on "Edit" to edit the student or family's profile that you'd like to send the Welcome SMS message to.
Scroll down to the "Welcome Notifications" section.
Check the “Send Welcome SMS” option.
Submit the form to save your changes and send the Welcome SMS message.
Employees
Click on "Employees" and then click on "Employee List".
Click on "Edit" to edit the employee's profile that you'd like to send the Welcome SMS message to.
Scroll down to the "Welcome Notifications" section.
Check the “Send Welcome SMS” option.
Submit the form to save your changes and send the Welcome SMS message.
Once the Welcome SMS message has been sent, a timestamp will be displayed on the user's profile.
Mobile Phone Number Format
Outside of North America - You will need to enter mobile phone numbers on student, family or employee profiles using the E.164 format which begins with the country code including the "+" symbol at the beginning. For example, phone numbers in the UK would begin with +44 followed by the subscriber number. In the UK and many other countries internationally, local dialing requires the addition of a 0 in front of the subscriber number. However, to use E.164 formatting, this 0 must be removed. A number such as 020 7183 8750 in the UK would be formatted as +44 20 7183 8750.
In North America - The SMS service will automatically convert US numbers to the correct format. As long as the number on the customer profile has 10 digits you will be able to send text message notifications. If you need to check if the format for a particular phone number is valid you can check here: https://www.twilio.com/lookup
NOTE: Due to the frequently changing requirements and message filtering by mobile operators in China, our SMS provider, Twilio, will only send messages to China on a “best efforts” basis. Messages may be delivered with a generic signature appended in the content and/or with arbitrary local phone numbers as the Sender ID.