Sending SMS from Mail Generation

Step 1: Start Generation

Click on the Start button.

Step 2: Select Mail Type

• Select Type: SMS

Press Next to continue.

Step 3: Select Mail Settings

You can make the following selections on this step when these features are available. This step will not be displayed if there no options available.

• Is this a marketing communication? Yes/No. If you choose Yes then you can select the communication type.
• Do you wish to include an Event Invite link in your Communication? If you wish to include an event invite link, which invite do you want to include.

Press Next to continue.

Step 4: Recipient Search

You can select members for your distribution by two methods

• Build up a list of people (using one or more searches), OR
• Use a saved search that will build the list at the time of sending.

Select one using a radio button, and continue filling out the required search fields

Options to search include

Upload a CSV- This requires the file to contain a PersonID to identify the person you are sending a message.

Saved Searches- Selects the results from a previously saved search

Search form- Use the fields to search people across all of MemNet and design a new search of all of your data. Click search to generate the search.

After you have completed your search from each of the three options, You can add all results to your distribution or Show a list and include/exclude certain people from your results.

Once you have selected all the people and added them to the Master List click on the Next button to continue.

Step 5 – Distribute

The distribution screen will display:

Subject: This will not display on your member's mobile phones but it is used by you to keep track of distributions

Contact Category: To further categorize and sort your distributions

Insert Person/Member Field: To put in a placeholder for the recipient's personalized details.

 Type your message in the white box.

At the bottom of the page you can now schedule the date and time (in 15 minute slots) when you want the distribution to be sent. You can select either:

• Immediately; which will start at the next 15 minutes slot
• Set Schedule; where you specify the date and time you wish it to run
• Do Not Schedule; allowing you to come back to it later to complete the scheduling.

You can then select:

• ‘Exit’ is effectively a cancel button.
• ‘Preview with inserted fields’ will display the email content on the screen with an example including the fields inserted
• You can send yourself a test SMS(‘Send Test’). You will be able to type in a phone number to use as a test.
• ‘Save’ will add a record to the Distribution Scheduler and you will be immediately redirected to that screen and your distribution will send or wait until the scheduled time to send

 To contact MessageMedia and get started using SMS features please visit https://messagemedia.com/au/memnet/