Using SMS with Communication Jobs

Problem

You want Gladstone Go to send text messages to members, for example after a Direct Debit rejection, by activating SMS in Operator and adding it as a channel on a communication job.

Resolution

1. Activate SMS

   • Log in to Operator.
   • Go to Automation Portal > Dashboard (or Communication Jobs).
   • Click Activate SMS.
   • Enter your sender name, the name members see texts from (3 to 11 characters).
   • Click Confirm.

2. Add SMS to a job (example: DD rejection)

   • Go to Automation Portal > Communication Jobs, create a new communication job and name it.
   • Choose a DD Rejection job type and click Next.
   • Choose a repeating frequency and tick Email and SMS.
   • Choose the email template and review the SMS text (per language, if you use more than one), then click Next.
   • Set the schedule and save.

3. Send a test SMS

   • From the Job Content page, select Send test SMS, enter the mobile number to send to and click Send Test.
   • Placeholders such as the member's name are not filled in on a test, because the test is not linked to a member profile. Test SMS uses SMS credits.

Notes

• SMS is currently available for DD rejection jobs and service jobs.
• Your SMS account is created with some starter credits. Contact your Gladstone account manager to buy more. Credits are bought in bundles and last 12 months.
• Existing jobs can have SMS added as a channel once SMS is enabled.
• If texts are not arriving: check the job is running and has SMS ticked, and that you have credits left. Then contact Gladstone Support, who can check the SMS account and sending history.
• Related: Business Rules and Communication Jobs in the Gladstone Go Automation Portal; Gladstone Go and 360 Email Templates; Other Go Operator Settings: Single Site, SSO, Payments and Notifications.

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