How to use text messages on XTRF platform?

XTRF SMS gate works with CLX Communications (formerly known as CardBoardFish) to send text messages that accompany automated notifications sent from quotes, projects, or invoices - to clients and vendors alike. 

Phone number formatting

The text message service uses Cell Phone field from clients, vendors and contact profiles.

If you are not sure about the formatting, just make sure the country extension is included. Any number is actually stripped of non-numeric characters by the service provider before sending, eg. if the phone numbers in your database look like +40 2000 123-40-60, they could as well be entered as 4020001234060.

CLX offer a Number Checker on their website, but it seems to be more of a scripting approach, so may not prove useful.

Enabling texting service

Go to Text Message Broker in Configuration.

You just need to know your username and password for the purchased service purchased with CLX.

Once you have that set up, test it by sending a text to your cell phone.

Preparing text templates

Every notification template you can find described as "Email/Text Message" in configuration will allow you define a template for texts as well.





Here is what to change when you open a template for editing:

  • go to SMS tab
  • make sure Enable Text Messages checkbox is ticked
  • if no preset text is offered, write your own, e.g. "Please check your mailbox for details"





From now on, messages of such a type will be accompanying every email sent.

Limitations

Only templated text messages are available for send out, ie. you cannot edit them before sending or create them freely to many recipients in the CRM module.

AVAILABLE IN SELECTED PACKAGES

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