Creating Text Notifications

This article will show you how to send notifications via text message.

This could be useful if you wanted to send a text to a customer that your engineer is on their way, for example.

You will need to have purchased texts from us, please contact your account manager if this is something you need.

You will also need to make sure you have set up your text messaging username and password. See our setting up text messaging article for more information about this.

First, in Clik Service go to Settings > Settings.

Select Communication > Notifications and click ‘Add’.

Now it’s time to select the module you want the text notification to come from, in this case, we will select the job module.

You can search the module by typing under ‘Title’. Once selected click ‘Next’

Now we need to create the trigger property, this is where you determine when the text message should be sent. In this example, the trigger will be when the engineer is assigned to the job based on the job status ‘Assigned’.

You can also create a ‘Condition’ for example you may only want this text message to be sent if the status is assigned, but only for jobs in the category ‘Call Out’.

To do this, click the magnifying glass on the condition property, go to the ‘Lookup Fields’ and select ‘Category’

Once you are happy with the trigger to notify customers, click on ‘Next’.

Now select ‘Add New Action’ and select ‘SMS’.

Next, it’s time to configure the text message you want to send. You may want to untick ‘Enable’ beforehand just in case it’s not ready for the notification to be sent out.

Click on ‘Configure’ to bring up the SMS configuration screen, this is where you will create the message that will get sent.

In this example, we would like all customers to receive a message if their job status changes to ‘Assigned’, To do this we need to click on ‘Add Recipient’ and select ‘Individual’.

Next, we need to select ‘Contact Look Up’ and as it’s about a job, we want the ‘Job Contact’ to receive the SMS. However, you can choose any recipient you wish. Remember for this to work contacts must have their details filled in from the CRM.

Now we can create the text we want to show by using text and tags. Tags will display the information from a job sheet.

To select a tag, click on ‘Insert Tags’ and select the tag you require, below is an example of a text message you may send out.

The tags we have used are:

• [AddressContact.FirstName] – which will display the job contact’s first name
• [NextEngineer.StartDate_DateOnly] – will just show the date when the first or next engineer will arrive
• [NextEngineer.StartDate_TimeOnly] – shows the start time of the first or next engineer will arrive.

Click ‘OK’ to save and that’s your SMS notification saved and ready to go.