SMS Email - Overview and Navigation

SMS Email - Overview and Navigation

SMS Email Overview and Navigation

The purpose of this guide is to providing instructions on how to use SMS Emails in XPLAN.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 21, 2018)

XPLAN has the ability to send SMS emails, in conjunction with third party SMS gateways, to one or more clients simultaneously.

 

SMS Email Setup 

In conjunction with the use of a Third party SMS provider, XPLAN has the capability to send SMS emails directly to one or multiple clients mobile phones as plain text messages. Practices are to email the help desk to add their SMS gateway to XPLAN to enable SMS functionality.

Once you have an arrangement with a third party provider you will need to contact the Adviser Platform Support (Helpdesk: support@wealthaxis.com.au) to have your SMS Gateway added to the system settings.

Further information on SMS Email Setup here

 

Sending an SMS Email

Sending an SMS is the same process as sending an Email in XPLAN.

When you are viewing a client's contact details:

  1. Click on the SMS email address (it should be a hyperlink).
  2. The Email Editor will open.
  3. Select the email/SMS template to use, or type in the details to be sent to the client.
  4. Click Send.

Further information on Sending an SMS Email here 

 

SMS Email Notes

  • SMS messages are plain-text only. XPLAN will convert any SMS email messages to plain-text.
  • SMS Email contacts will only be recognised when the correct Contact Type is use.  Contact Types for SMS Gateway functionality.
  • An SMS message has a maximum length of 160 characters. While XPLAN will allow you to send SMS Emails of any length, long messages could be truncated to a single 160 character SMS message or cause multiple SMS to be sent.
  • SMS Email templates can be used in conjunction with other elements of XPLAN. For example you can use this function to automatically send a SMS reminder from a Diary event in XPLAN.

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