Texting Lookup for Payments

Texting Lookup for Payments

**New Release**

There is now a new texting lookup which allows for looking up accounts based on payment.
This is useful for maintaining contact with account about their payments.
For example you can send a text to all account whose credit card payment declined or all accounts whose check bounced.

1. Go to the Communications tab

2. Select "SMS Voice" and "Send Messages"

3. In the top box select the filter option called "Telephone Lookup for Texting - Payments"

4. Now you need to create a second filter of which account you would like to pull up.  
Here is an example of a filter that would pull up credit cards that got declined yesterday:

You should also filter on the "Tel Numbers" section to pull up which telephone types you want to pull from these accounts.
Here is an example of a filter which would pull only His Cell and Her Cell:

Reach out to your consultant if you need assistance setting up the filter you need.

5. Once your filter is set up and selected you can hit the "Search" button to pull up all the accounts.

6. Select the accounts you would like to send this text to.

7. Use the Fields listed in the "Fields" box on the side in the to create a custom message that can include payment details in the "Message" box or as a Template.
You can double click on the desired field to insert them into the Message box.
Here is a sample template created for a declined card:

8. You can now send the message immediately by selecting the "Send Messages..." button.
Other options are to schedule you message. To learn more about that click here.