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Setting up Advam SMS (#SYSSETADVSMS01)

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20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   Video

What does SMS (aka text messaging) do in StorMan?

SMS (aka text messaging) allows you to send text messages to mobile phones. This feature is great for sending one-off ad hoc messages for Customers, or using the automated processing functions offered by StorMan to automatically send SMS messages to Customers - for example, Customers that are late in paying their bills.

StorMan clients that use SMS for warning late-paying Customers of impending lockout have informed us that the tool is very effective. In most cases, they said they'd received a call from the Customer wishing to pay the bill over the telephone via credit card a few minutes after having received the SMS.

 

How do I setup Advam SMS (aka text messaging) in StorMan?

  1. After you have completed & sent-in a Merchant Application Form with our SMS provider Advam (see knowledgebase article #3PTYADVABT01 - All about Advam), you will receive setup information from Advam. Gather this information, and have it ready.
  2. Select Maintenance, then System Setup.
  3. Select the Modules tab.
  4. Locate the SMS Account Details information section (as shown below). Enter the Account number, Username & Password as provided to you by Advam. SMS Account Details
  5. Now enter the phone number that your SMS will appear to come from when it is opened on your Customer's mobile phones. This can be the business's mobile number, landline number - or even the name of the business. Note: Customers will not be able to "reply" to your SMS if you chose to enter a name instead of a number in this field (e.g. your business name - "XYZ Self Storage"). In most cases you will always include your business's phone number somewhere in your text anyway, so sending from a "name" instead of a number will not be an issue. Note: Unless you have a specific Telstra handset, you may not be able to receive SMS messages to your landline phone. Contact your telephony provider for more information about receiving text messages on your landline.
  6. SMS sending has now been setup for ad-hoc Customer messaging. You will now be able to send text messages to Customers using the mobile phone icons on their Agreement screens (more on these screens: #AGTTAB201). You may wish to test the gateway by opening up a Customer's Agreement, temporarily replacing the Customer's mobile number with your own, and sending an ad hoc test SMS to yourself to ensure the gateway is working as expected.

    Should you wish to setup automated text messaging based on trigger-points in your notice plans (for example, sending an SMS if a Customer is more than 5 days late in making a payment, etc), please see one of the following knowledgebase articles... either #NTCSTP01 for setting up a Notice, or #NTCPLNSTP01 for setting up a Notice Plan.

 

Video:

On Thursday January 15th, 2009 we held a free StorMan PowerSession webcast on the topic of automatically sending SMS messages to Customer mobile phones with Daily Processing. In this PowerSession, trainer Ben sets up the Advam details in System Setup, enters SMS text into a Late Notice and then runs Daily Processing so that it SMS's his mobile phone with a late notice.

You can download / view the webcast recording below...

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