Setup SMS Account

PPS has the option to send an SMS message (or schedule one to be sent) as part of the PPS Activities system as well as sending out mass SMS messages as part of a marketing mail shot. SMS Messages are sent either by directly posting the message to an internet web site, or by sending a specially formatted e-mail to a preconfigured e-mail account; the provider of this e-mail account simply converts your e-mail message into an SMS message and sends it to the required recipient’s mobile phone. This facility requires that you have an account with our third-party SMS messaging provider. The below process explains how to set this SMS account up.

Creating Your SMS Account


  1. Firstly you will need to navigate to your PPS Menu > Tools > System Set Up > Set up SMS Message Account.



  2. You will be prompted with this pop up message stating that you need an internet connection before you proceed with creation of your SMS account.



  3. The SMS Accounts Details screen will now appear. You simply need to fill in the form as described on the screen - key things to remember when completing the form are that the Boom SMS Account ID number will be automatically assigned to you and you cannot change this, you will need to type in the password you require for your account (it is not automatically generated and emailed to you) and you need to only enter in a Dialling prefix if you are outside of the United Kingdom.


  4. You can choose to send your SMS messages via e-mail or direct posting. Direct posting is the preferred method if your computer is always connected to the internet or if you are sending bulk messages to clients via a Mail merge.


  5. Once done, you can then click on the Click here to Create your Account button.

Note: If you receive any error messages after clicking on the ‘create your account button’ – this usually indicates that there may have been a problem sending the details to Boom SMS. It may be worth calling them on +44 (0) 870 777 8600 to make sure all the accounts details have been obtained by them and they have created your account successfully before proceeding.

Sending a Test SMS Message


Once your account has been setup, it is advised that you send a test SMS Message to yourself to make sure that your SMS account is fully working. Please note you will need an internet connection before proceeding.

  1. PPS Menu > Activities > New SMS text Message.



  2. This will bring you to the ‘Send SMS Message’ screen. From here you need to enter in a client from your system. So if you have either yourself on the system or a fictitious client on the system used solely for test purposes, search for that client using the Search button on the right hand side.


  3. Once selected this should automatically fill in the Mobile Tel. Field if you already have a mobile number on your client details. If not just enter your own mobile number here. Then you can give the text message a subject which is for your own reference in client log, and enter in a string of text in the message field, then finally click on the Send SMS button. Very shortly you should receive an SMS message on your mobile phone.
 

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