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Overview

Design the format of an email template for the different SMS tasks.

Settings → Email Templates → 

On this page:

SMS Email (Using Red Oxygen)

This is an email setup so that it sends a SMS to the customers mobile number.

  1. Firstly you will need to have Company_name@buzsoftware.com.au setup as an administrator in your red oxygen account. Please call Red Oxygen to organise this as we have noticed that doing this in your online account doesn't necessarily register the email.
    (Note this is your company name check with support if you are unsure on how this is displayed)
  2. You also need to include the below in your template setup;
    • The email address for red oxygen needs to be in BCC "smsgateway@redoxygen.net"
    • The email subject line needs to have SMS: (with semi colon in it)
    •  [Contact number mobile] field needs to be in the body including the user name and password you use for red oxygen. (Note: This mobile number reads off the Mobile number field in your Dispatch contact not Billing contact)


Sample Template

Subject: SMS:

Body: 

[SENDER]

ID=CI0006xxx

PW=123


[1]

Name=[Customer Description]

Number=[Contact Mobile Number]

Message= Hi Testing for [Customer Description] ...

Note when adding or editing the Email body, all changes MUST be done within the HTML editor  - the button with this logo   </> 

The SMS format must look like the picture on the right.

Once the HTML editor is closed the format will revert to the view on the left.


Any changes not completed in the HTML </> editor will cause the SMS to not work.


Template Place Holders

Email Subject Place Holders

Place Holder TextFunction description
[Contact Name]Formatted Contact Name e.g. Mr FirstName LastName
[First Name]Order contact's first name only
[Last Name]Order contacts last name only
[Reference Number]Order number and revision
[Reference Description]Order reference
[Sales Rep Name]From Sales Representative settings
[Sales Rep Email]
[Sales Rep Phone]
[Sales Rep Mobile]
[Sales Rep Fax]
[Total Amount]Total value of order
[Outstanding Amount]Outstanding amount un paid (Can be applied to Quote and Invoices document types)
Lead Place Holder Text
[Lead Date]Appointment Date

[Lead Time]

Appointment Time 

[Installation Date]


[Install Time]

Email Body Place Holders

Place Holder TextFunction description
[Customer Description]Customers Company Name and if no company name then First and Last Name
[Contact Name]Formatted Contact Name e.g. Mr FirstName LastName
[First Name]Order contact's first name only
[Last Name]Order contacts last name only

[Reference Number]

Order number and revision
[Reference Description]Order reference
[Total Amount]Total value of order
[Outstanding Amount]Outstanding amount un paid (Can be applied to Quote and Invoices document types)
[Sales Rep Name]From Sales Representative settings
[Sales Rep Email]
[Sales Rep Phone]
[Sales Rep Mobile]
[Sales Rep Fax]
[Branch Name]From Branch setting
[Dispatch Address]Dispatch Address
Lead Place Holder Text
[Lead Date]Appointment Date

[Lead Time]

Appointment Time
Dispatch Place Holder Text
[Installation Date]
[Installation Time]
[Contact mobile phone]Mobile number used for SMS email

How do I send a text or when will BUZ send a text

There is 2 ways to send an SMS, 

  • Manually in the quote/order screen




  • Or you cant set up a "Send Email (or SMS in this scenario) on status change" 


Example SMS Templates

Confirming your Measure and Quote for [Lead Date] at [Lead Time] with our Sales Consultant [Sales Rep Name]. If you have any questions please call the office on ..........


Confirming your installation for tomorrow [Installation Date] at [Install Time]. If you have any questions please call the office on .............

BUZ Blinds EOFY SALE...Up to 50 percent OFF on all products manufactured by BUZ Blinds until THIS Saturday the 30th of June. Call us .......... to make YOUR windows come to life. *Please do not reply to this message

Dear Customer, confirming your free measure & quote. Your booking is on the [Lead Date] @ [Lead Time]. With Compliments -BUZ Blinds 

This is a reminder that a fitter will be attending your premises tomorrow. BUZ Blinds

Hi [First Name], I saw that you went ahead with your quote ([Reference Number]) from [Sales Rep Name] and just wanted to touch base to say THANK YOU for choosing to work with us. I'll follow your order closely and look forward to hearing how it all goes. Regards, [Sales Rep Name]

FAQ

I cant send any messages? 

Can you send/receive manual SMS?

NO → Check your email for Red oxygen error emails.

Example error email:


  • Have you verified your email address in BUZ to avoid emails being sent to junk emails (information can be found here)? Ensure this email address is the same one you have configured to send your Email Template from and this email address is set up in your Red Oxygen account


                     


YES →  

  • Someone has edited the SMS template and not used the HTML Editor or not used the proper format 

Example email error:

  • The Customer does not have a mobile number saved in their Delivery Detail's (See image below)

FYI - SMS's will not be sent to the "billing" details, they will always go to the Delivery detail's, you must provide a mobile number in the Delivery Details even if you have a number in the Billing address

Redoxygen user info

  • You automatically get setup with a maximum of 25 messages per day one reached the text's wont send. You might want to increase this?
    The daily limit is a rolling 24 hour period not a calendar day (so if you reach the limit in the afternoon you will not be able to send more messages the following morning).

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