Difference between revisions of "TextAnywhere"

Revision as of 09:58, 20 February 2017

Location in standard build: Administration > Security > Integrated Add-on Software > Text Anywhere Settings

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TextAnywhere is a third party service which allows sending and receiving of text messages within Charitylog. Once enabled, you can send text message by any of the following methods:

• directly from someone's Details Screen, by clicking on the mobile phone icon next to their mobile number
• as part of a Mail Merge
• for Clubs and Clinics, you can send a batch of text messages to the attendees of an upcoming group, event etc.
• you can use the Messaging Centre to text reminder notifications to staff when they are assigned an Action

To enable the service, go to the TextAnywhere page, and then click on the "Create New Account Instantly within Charitylog" link.

Follow the instructions, and once your account is set up, you will be returned to the TextAnywhere configuration page, with the details of your account shown - the "Service Status" should say Service Running.

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Set "Use TextAnywhere Service in Charitylog" to "Yes" if it isn't already, then set the reply method.

The options are: Receive reply...

• directly into Charitylog (in which case the reply messages from people will be shown in the Text Message Centre, and also in the relevant person's Letters and Communication page. An anonymous mobile number will be shown on the recipient's phone as the sender)
• to a specified email address (a field will appear so you can enter an address. An anonymous mobile number will be shown on the recipient's phone)
• to a specified mobile number (the specified mobile number will be shown as the sender on the recipient's phone)
• to a specified shortcode number (this shortcode will be shown as the sender)
• no replies - but display our business name on phone

Note: the first option is the only option where you will see the replies within Charitylog. For all other options, you will be able to see sent messages on the relevant person's Letters and Communication page, but the first option is the only one where you will see the replies there as well. This is because unfortunately the SMS protocol doesn't allow different sender IDs and reply-to numbers, so you can't have reply messages sent somewhere else and also appear in Charitylog. This is also the reason why the last option will make your organisation's name show up as the sender of messages, but then the recipient can't reply directly.

Once you've chosen your reply method, click "Save Details" at the bottom of the page.

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Billing

TextAnywhere is a paid-for service, although when you set up your trial account you'll get 50 messages for free, so you can evaluate the service without having to pay anything. After you've sent 50 messages, you can prepay for more messages in bundles, or you can open a billing account with TextAnywhere. The prices for each option are shown below (last updated January 2017).

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Rob Kay - manual author (talk) 17:02, 18 January 2017 (GMT)