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Integrating and sending SMS
This page outlines the options and steps for setting up your accessplanit platform to send SMS.
SMS Requirements
To send SMS through your accessplanit you must have the following:
An account with a supported SMS Provider
With a verified SMS sender name*
(this must be under 10 characters and not include any spaces or special characters)With SMS credits
The ability to capture mobile phone numbers for your customers within your accessplanit platform
SMS Workflows enabled
*Please note that the Sender ID you choose, must not contain a Special Character ( e.g. *_ )
Please note these Sender ID rules:
Valid characters: A-Z a-z 0-9
A numeric sender ID can be a maximum length of 16 digits
An alpha-numeric sender ID can be a maximum length of 11 characters
A registered sender ID will adhere to GSM standards and be available for use. Certain carriers may not support numeric or alphanumeric sender IDs.
SMS Providers
There are two SMS providers that accessplanit work with, Text Marketer and Clickatell. Once you have selected which of these providers; you can set up an account, apply for your SMS sender name, and purchase your SMS credits through them!
Text Marketer
Text Marketer is a UK-based SMS Provider
Website: Text Marketer - Business SMS Marketing Service
Clickatell
Clickatell is a global SMS Provider
Website: Clickatell: Global Leader in Chat Commerce, SMS APIs & More
Please note, if you will be applying for an account with Clickatell you must set up a 'Development Central' account, your accessplanit platform is not compatible with Clickatell’s new account type of ‘OneAPI’.
Capturing Mobile Numbers
In order to send SMS to your customers, you must have their mobile number stored within your accessplanit platform within the User’s mobile number option.
Import
This information can be imported alongside other user information, please see our guide for importing users
https://accessplanit.atlassian.net/wiki/spaces/HW/pages/389611633
Manage Booking
The ‘Manage Booking’ step which displays at the end of the booking process in the Checkout basket can be set-up to request the mobile phone numbers for the Delegates booked onto your Courses, this can be an optional or a mandatory question!
Read more about the Manage Booking step
Sending SMS Workflows
To send SMS through your platform, you will first require a member of the accessplanit team to enable SMS Workflows. Please get in touch with the accessplanit support desk for this.
Once you have SMS enabled as an available option in your Workflows tool, you can begin to build your own automated SMS communications!
Please see our guide on building SMS Actions within Workflows: