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This document explains how to send a single SMS to a list of customers. Please follow these instructions exactly, and triple check anything. We don't want to send 70000 SMS to people again.

Some clarification:

• A template is the text of the SMS in multiple languages.
• A campaign links a template to a group of customers to send an SMS.
• A template can be used in multiple campaigns.

1. Prepare the list of customer IDs in this EXACT format:

All customer IDs should be wrapped in single quotes and separated by a comma as above. Make sure the first line - [('unique_customer_id', 'in', [- and the last - ])]- are exactly as above. This will also work for a single customer ID.

Note: to get a list of customers, you can pull this information from the CRM > Applications > filter the customer using the advanced search. Select the customer Image Added  to export click on the Excel button Image Added

2. Choose the company in 'Preferences':

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Note: the Preferences can be found by clicking on your name in the top right corner

3. Go to the SMS Centre Module, then choose "Template" in the left menu.

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Click Create. "Name" should be unique and allow you to identify the message ti should be a unique template name. Click "Save" 

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4. Click edit on the same page, the Template you choose the unique template you already saved, Add as many languages as necessary, and the message in each language in "Body".

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Click "Save".

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5. Go to "Campaign" on the left menu. Click "Create"

6. DON'T CHANGE

5.1. Celery

5.2. Fast Track

5.3. Inactive from

5.4. Inactive to

5.5. Condition

5.6. Last activated date

5.7. Template Mappings

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7. Choose a unique name for "Name"

8. Click "Active"

9. Choose the start and end date.

10. Start entering the name you picked in step 4 in "Template", it should show up in the search results. Select it.

11. Choose "Daily" as the "Schedule" - make sure the start and end dates in the "Daily" option are correctly configured

12. Choose a provider

13. To choose which customers to send the message to, click the arrow in the "Data Sources" Field and choose "Create and Edit..."

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14. In the new window:

14.1. Choose a unique, identifiable name

14.2. Type of Source should be "Internal"

14.3. Model is "bboxx.crm.application" - this automatically populates the available mapping

14.4. Paste the list you've prepared in step 1 into "Domain"

14.5. Mobile number field is "Phone Number 1"

14.6. Language Field is "Preferred Language"

14.7. Click Save

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15. Data Sources should be populated with the new Data Source you just created. Click "Save"

16. To send the SMSs, click "Trigger". They are not triggered automatically.