Customize Twilio Messages
- Silas Canning (Unlicensed)
Analytics
Customized Twilio message templates can be set up to be triggered either by completing a diary action, or by choosing the message from the Quick Print dropdown box in Jobs Management. Setup of customized SMS messages is similar to setting up customized Email Templates.
Set Up a Customized SMS Message
Navigate to Administration > System Setup > Report Configuration in the main menu.
Select the required report and navigate to the SMS tab.
Set the SMS option to Y.
Set the Source to the type of data the SMS template’s merge fields should pull from.
Select the To source.
Enter a name in the Refer field if you wish to include a default referral name in the SMS message.
Enter the customized SMS details in the Body field. The merge fields on the right side of the tab may be double clicked and added to the body as necessary.
Click Save.
Once set up, the customized message is accessed by selecting the report from the Quick Print drop down box in the Jobs Management module and clicking the SMS button 
How to Link and SMS Message to a Diary Action
Similar to email templates – customized Twilio messages may also be linked to diary actions. This means that a user can complete a diary action on a Job, which then pops up the Twilio message with details from the Job. The diary actions can also be sent to be automatically completed at a certain time, which can send automatic SMS messages through Twilio.
Navigate to Administration > Diary Actions.
Select the required Diary Action that you wish to link to an SMS message.
Double click in the “Report Name” field. Choose the report that you set up in the “How to Set up a Customized SMS Message” section above.
Click Save.
Now, whenever this Diary Action is completed on a Job, the SMS message will pop up to be sent.
Automatic SMS Messages
SMS messages can be configured to send automatically. This is achieved by configuring the linked Diary Action to be completed automatically by Moveware, at a specified date/time.
Select the Diary Action you have linked to an SMS message in Adminstration > Diary Actions
Set the Automated field to ‘Y’
Set the Type field ‘SMS’
If you wish for the SMS message to be sent at a specific time, choose that time in the Run Time field. Otherwise, the message will send as soon as the diary action is created on the Job.