HawkSoft users who subscribe to a supported Email-to-SMS service and have completed Text Messaging Setup inHawkSoft can send messages directly to a client's cell phone number.
This guide is for email-to-SMS texting integrations. For information about HawkSoft's built-in text messaging feature, see HawkSoft Text Messaging Overview.
See User Text Messaging Integration for detailed steps to configure text messaging from your User Preferences.
Text messages are limited to 160 characters. Messages exceeding this limit may be cut off, or sent as separate messages by the SMS provider.
Required permissions
In order to complete this task, user permissions must be set to include:
Client Actions > Allow Sending Text Messages
See User Permissions for more information.
To create and send a text message using the Action menu
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Retrieve the client, and then select theClienttab or a policy within the client.
When using a template that contains policy level merge fields such as the Company Name or Policy Number, be sure to select a policy. See Text Message Templates for information on setting up a template.
- Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
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Select Send Text Message.
The Text Message Recipients dialog displays cell phone numbers that have been entered on the Name and Address Information screen and the text message opt in status for the selected client.
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Select the cell phone number(s) for this message, and then click OK.
OR
To proceed without selecting a cell phone number, click Skip. This option allows you to manually enter a cell phone number in the Send Text Message (SMS) dialog.
If you have one or more Text Message Templates saved, the Select Text Message (SMS) Template dialog opens. Select a text message template, or **No Template**, and then click OK.
See Text Message Templates for more information. -
Edit the message as needed, and then click Send.
If the phone number was skipped in step 4, enter it in the To field.
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Click Finish to close the Action menu.
The Finalize Log dialog box opens.
- Add log comments and create a Task as needed, and then click Save Log.
The Send Text Message (SMS) dialog opens.
Your text message is sent and a log note is created to document the text message in the client.
To create and send a text message from the Client View screen
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Retrieve the client, and then select the Clienttab or a policy within the client.
When using a template that contains policy level merge fields, such as the Company Name or Policy Number, be sure to select a policy. See Text Message Templates for information on setting up a template.
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Click the underlined Contacts link in the Client Information pane of the client view.
The Contact Information dialog opens.
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Select the cell phone number for this message, and then click Send Text.
If you have one or more Text Message Templates saved, the Select Text Message (SMS) Template dialog opens. Select a text message template, or **No Template**, and then click OK.
See Text Message Templates for more information.The Send Text Message (SMS) dialog opens.
- Edit the message, as needed, and then click Send.
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Click Finish to close the Action menu.
The Finalize Log dialog box opens.
- Add log comments and create a Task as needed, and then click Save Log.
- Click Close to exit the Contact Information dialog.
Your text message is sent and a log note is created, documenting the text message in the client.
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