Benefits
Ability to send any number of text messages to all of your customers, or to a selective list of customer.
Description
AGRIS v22.2 introduced the ability to send SMS text messages (for Commodity Tickets and Invoices).
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Once your integration with Twilio has been configured, you now have the ability to import SMS Notifications (text messages) to automatically send the texts to your customers. You are able to specify which customers will subscribe to the text messages by configuring their cell phone numbers in the Name/Address System.
The layout for the csv file import format can be accessed under Maintenance > File Layouts For Imports:
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Click the Details button to view the actual text that was sent. Example:
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Enhancement #2: CFT Report to convert a csv file to the Text Notification Import Format
The SMS Notification import file can be generated and imported in the following steps:
A. Process the Name/Address Report to generate a csv file of all customers. Navigation: NAM > Report Manager > Name/Address Reports > Print Standard Reports > Name/Address Detail Spreadsheet.
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B. Convert the csv file from the Name/Address format to create the Notification Import format. Navigation: CFT > Communication Reports > Print Standard Reports > Create SMS Text Import From NAME-IDS.CSV.
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C. Edit the generated csv file to supply your own text message that will be sent.
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D. Import the file. Navigation: Reports > Import Procedures.
Note: This standard report can be used as a template to create a user-defined report for your own needs. It can be modified to convert any csv file into the Text Notification Import format and supply your own text message within the report itself. In this way, you would not need to edit the csv file in Excel. The text message can be adjusted in the report itself.
Enhancement #3: CFT Report to create a Notification Import from your monthly statements
This enhancement allows you to automatically generate this type of text message toward the end of each month for each f your customers who have not yet fully paid last month’s statement balance:
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The SMS Notification import file with the above texts for each customer can be generated and imported in the following steps:
A. Process the new CFT report to create the Notification Import file. Navigation: CFT > Communication Reports > Print Standard Reports > Create SMS Text Import From Statements.
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B. Review the csv import in Excel.
C. Import the file. Navigation:
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Reports > Import Procedures.
Note: This standard report can be used as a template to create a user-defined report specifically for your own needs. It can be modified to retrieve information from your AGRIS database and supply your desired text message within the report itself. The data to be retrieved and the text message can be adjusted in the report itself. Please let us know what type of text messages you would like to send out on either a one-time or a periodic basis.
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