Send SMS Message: from a repository

Send an SMS to multiple members from one of the database repositories or directories in one bulk action.
SMS messages may include links to documents in the body for overdue invoices, statements or payment plan instalments.

SMS is a paid module and is provided in partnership with SMS Global.
Please contact your MiClub account manager for a proposal.

Quick Guide

1. Select the Repository from the main menu
   • Use the repository tabs and filters to refine your recipient list
2. Click the Selected check box to select all members from the list
3. Click the Bulk Action button and Send SMS options
4. (Optional) click the To Recipient button to view the list of recipients or remove individual recipients
5. Enter Message Body
   • Maximum character count is 160
   • Click the +Add To Message button to add Field Variable options to auto populate key information and add document links
6. (Optional) click the Preview button to preview the SMS message
7. Click the Send button
8. Click the Confirm Send button

Step by Step Guide

Step 1 - Select the repository and members

1. Select the Repository from the main menu options (for example, Financials and Invoices)
2. (Optional) select the relevant Tab in the repository, and/or use the available Filters to refine the SMS recipient list
3. Tick the Selected check box to select all recipients
4. Click the Bulk Action button and select the Send SMS option. This action opens the Send SMS Message screen

Step 2 - Check member recipients and enter the message body

The club SMS Global account balance is displayed top right of screen. Top-up as required before sending SMS

1. (Optional) click the To Recipient button to view the list of recipients
   • This action opens the View dialog window. To remove individual recipients click the Delete button and Close the window
2. Enter Message Body
   • Use the character count at the bottom of the screen as a guide as a guide to keep your SMS under 160 characters (1 SMS). Returns and spaces are included in count
   • Click the +Add To Message button to add Field Variable options to auto populate key information
   • Document links: are only available when the SMS is initiated from the document repository (i.e. invoices or statements)
   • Website links: when a website link pasted or typed into the body of the message starts with www. or https:// it will be automatically detected and sent as a clickable URL

Step 3 - Preview message and confirm send

1. (Optional) click the Preview button to open the preview window and view message and any field variable data populated
2. Click the Send button. This action opens the confirm dialog window:
   • Check there is enough credit to send your message(s). If the Current Balance is less than the Total Estimated Cost of sending the message click Cancel, top-up the account and return to send the message
3. Click the Confirm Send button