Send SMS reminders to your customers

Learn about sending SMS:

Text messages keep Delegates informed and reduce no‑shows! accessplanit supports automated SMS reminders through two integrated providers, so you can trigger reminder messages to your Delegates without manual effort.

Why send SMS reminders?

• Reduce no‑shows and late arrivals by nudging Delegates at the right moment

• Improve Delegate experience with clear joining instructions and last‑minute updates

• Cut admin: automation sends, tracks, and logs texts for you

• Reach people faster: SMS open rates and time‑to‑read outperform email for reminders

Who this is most useful for

SMS reminders are particularly valuable if you:

• Run scheduled training with fixed start times (Classroom or Webinar)

• Deliver compliance or certification courses where attendance is critical

• Need to communicate last minute course changes to Delegates

• Support Delegates who are often mobile and/or have limited email access

How SMS works in accessplanit

SMS is typically used to send automated reminder texts to Delegates ahead of their Course. You choose when messages are sent (e.g. 24 hours and 2 hours before start), and accessplanit triggers the send via your connected SMS provider. Every message attempt is recorded in your SMS Logs for audit and troubleshooting.

Key terms

• Workflow Actions: Add an SMS action to your existing Course reminder workflows to automate timing and content

• Recipients: Usually Delegates booked on a Course; can also target Contacts where appropriate

• Sender ID: The display “from” name/number approved by your chosen provider

• Credits: SMS costs are paid to your provider. Messages send when your balance has credits

• Logging: Delivered, queued, and failed attempts are visible in Administration > SMS Logs

Supported SMS providers and important limitations

accessplanit integrates with two providers, choose the one that best fits your needs and region.

Text Marketer

• Straightforward account setup and credit purchase

Clickatell

• Our integration uses Clickatell Developer Central (legacy)

• New Clickatell accounts are placed on OneAPI by default, which is not compatible with our integration

• If you wish to use Clickatell, you must request access to the legacy Developer Central directly from Clickatell support

Set-up process

Follow these steps to enable SMS reminders on your platform.

1. Contact your CSM
   Let your accessplanit Customer Success Manager know that you would like SMS enabling in your platform

2. Choose a provider (start with Text Marketer if you’re unsure)
   Sign up with Text Marketer or Clickatell and create your account. If choosing Clickatell, request Developer Central access specifically (see limitation above).

3. Purchase SMS credits
   Most providers grant limited “test” credits initially. You will still need to purchase a credit bundle for live sending.

4. Set up a sub‑account and capture credentials
   For security, create a sub‑account for accessplanit use and send us the sub‑account username and password (or equivalent API credentials).

5. Complete Sender ID verification with your provider
   Providers typically require a company letter on official letterhead to verify your identity and approve your Sender ID. Submit this directly to your chosen provider as part of their approval process. Keep confirmation on file.

6. Send credentials to accessplanit securely
   Share the sub‑account credentials with accessplanit. Our team will update your platform with your details.

7. Configure your Workflows
   Once credentials are confirmed, add SMS Actions to your Course reminder Workflows, test internally, then switch to live recipients!

Writing effective SMS reminders

• Keep it short and action‑oriented (max recommended 160–320 characters to avoid multipart costs)

• Include essentials only: course name, date, time, key link or venue

• Add a short link to joining instructions or your portal for details

• Use a recognisable Sender ID (subject to provider approval)

Here is an example:

Reminder: ‘Project Essentials’ starts tomorrow 09:30am. Join here: example.link/PE-join-live

Monitoring and troubleshooting

SMS Logs

Use Administration > SMS Logs to view:

• Send date and time

• Recipient number

• Message body

• Delivery attempts and status

If sends are failing:

• Check the credit balance with your provider

• Confirm your Sender ID was successfully approved

• Review your SMS provider’s status pages or account restrictions

FAQs

Do I need an additional module from accessplanit to use SMS?

Which provider should I choose?

What is the character limit?

Can I personalise messages?

How do I test before going live?

What compliance steps are required?