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send_messages_to_clients_upon_batch_submissions [2014/11/03 10:26]
Lisa Adams
send_messages_to_clients_upon_batch_submissions [2014/11/05 13:50]
Lisa Adams [3. Now we’re ready to set up the messages. Add a new rule to the bottom choosing “For each payment”.]
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 ==== 1. The first thing we’re going to do is add the custom field: ==== ==== 1. The first thing we’re going to do is add the custom field: ====
  
-  - From [[https://​billing.snapbill.com/​setup/​clients|Setup ​⇒ General ​⇒ Custom Fields]], choose Add Field,add a field called “Send batch notifications"​.+  - From [[https://​billing.snapbill.com/​setup/​clients|Setup ​General ​Custom Fields]], choose Add Field,add a field called “Send batch notifications"​.
   - Configure this as a Drop-down list with the options: “Send notifications” and “Do not send” Note: The send option is listed first since that is what we want as the default value.   - Configure this as a Drop-down list with the options: “Send notifications” and “Do not send” Note: The send option is listed first since that is what we want as the default value.
   - Select the “Not visible on signup forms” option, and given the control a neat name of “send_batch_notifications”. ​   - Select the “Not visible on signup forms” option, and given the control a neat name of “send_batch_notifications”. ​
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 ==== 2. Now that the custom field is added, we’re ready to add our rule to send out the messages: ==== ==== 2. Now that the custom field is added, we’re ready to add our rule to send out the messages: ====
  
-  - Head to [[https://​billing.snapbill.com/​setup/​rules|Setup ​⇒ Rules]].+  - Head to [[https://​billing.snapbill.com/​setup/​rules|Setup ​Rules]].
   - Choose to add a new rule on the event “Just after a batch changes state”. ​   - Choose to add a new rule on the event “Just after a batch changes state”. ​
   - This rule will be run every time you add a new batch, as soon as you mark it as submit, and when it is submitted to the bank (along with a couple other changes.)   - This rule will be run every time you add a new batch, as soon as you mark it as submit, and when it is submitted to the bank (along with a couple other changes.)
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 Finally we’re ready to add our SMS message. ​ Finally we’re ready to add our SMS message. ​
  
-Inside the check block add a Send SMS control (note the statement is only available once you have enabled a message gateway under [[https://​billing.snapbill.com/​setup/​messaging/​sms|Setup ​⇒ Messaging ​⇒ Text Messages]]. ​+Inside the check block add a Send SMS control (note the statement is only available once you have enabled a message gateway under [[https://​billing.snapbill.com/​setup/​messaging/​sms|Setup ​Messaging ​Text Messages]]. ​
  
 Here is an example template: Here is an example template:
  
 +<​code>​
 “Hi $client->​firstname,​ your payment for $payment->​amount($payment->​currency) has been scheduled for $payment->​date->​neat. If you have any queries please contact us on 082-111-1111. Regards, SnapBill.”. Once templating has run the messages come out something like: “Hi Josh, your payment for $15.50 has been scheduled for March 3rd. If you have any queries please contact us on 082-111-1111. Regards, SnapBill.”. “Hi $client->​firstname,​ your payment for $payment->​amount($payment->​currency) has been scheduled for $payment->​date->​neat. If you have any queries please contact us on 082-111-1111. Regards, SnapBill.”. Once templating has run the messages come out something like: “Hi Josh, your payment for $15.50 has been scheduled for March 3rd. If you have any queries please contact us on 082-111-1111. Regards, SnapBill.”.
 +</​code>​
send_messages_to_clients_upon_batch_submissions.txt · Last modified: 2014/11/05 13:50 by Lisa Adams