How to I configure my text messages?
Step 1
Once SMS is added to your plan, go to Settings and review your outbound messages: Survey Invitation, Survey Reminder, and Review Reminder.
In the upper-right of the edit window, you’ll see a toggle switch allowing you to edit either your email or SMS message. Choose SMS, and edit the text message to your liking. Take note of the character count at the bottom. If your message exceeds the limit of 1 text message, LoyaltyLoop will break the message into multiple text messages. Remember, each text message uses 1 SMS credit.
Step 2
Send yourself a test SMS to make sure your message appears correctly. At the bottom of the edit screen, click on the “Send Test” button, and then enter your cell phone number. Look at the text message to ensure it's how you want it to appear.
Step 3
The final step is to tell LoyaltyLoop which customers prefer SMS. By default, all customers are set to receive email even if SMS sending is enabled. Make sure you enter a correctly formatted mobile number for customers, then set the customer's preference to SMS. First, click Customers from the left main menu.
Single customer
- Click the row of the customer in question
- Click "Edit Customer Details"
- Click SMS and confirm their mobile number, then click Save Changes
Multiple customers
- Click the checkbox next to one or more customers
- Click on the pull-down menu that reads, “Set Communication Preferences” and choose SMS
- Notice the Communication Preference column
