Enhanced Text Message Reminders and Customer Reply Handling (2-way)
Refine the text message system to allow customer replies (2-Way SMS).
Enhanced 2-Way SMS: Implement a system where back-and-forth communication between the company and the customer is visible and stored as a record of communication history.
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Comments5
the Beach Geek
Jun 12, 2024
An alternative would be to API this function to an SMS provider. We use touchSMS which is an Australian based provider, they support integrations with several systems, including Zapier. I am sure you guys could open API and hooks to connect Formitize to one of these apps and speed up the solution delivery instead developing a full stack SMS solution that will later require maintenance and further development. Just a thought! ;-)
Louis Greeff
May 9, 2024
The ability to send bulk text messages within Formitize would significantly enhance the platform, enabling businesses to conduct large-scale campaigns and communicate effortlessly with multiple recipients at once. This feature would streamline operations and improve engagement, making it a valuable addition for any business looking to expand its outreach efficiently.
Submitted on behalf of 21st Century Pest Specialist.
Rob B
May 8, 2024
This is a vital upgrade. Using Formitize is great as we have an all-encompassing CRM reducing the double handling of data... except for texting. Where client confirmation is required, emails don’t cut it so we are having to use another texting system alongside Formitize meaning more steps, more time and less compatibility with our data..
BrianH
Nov 17, 2023
Essential to have a 2 ways comms for send/receive SMS including direct path logging of comms in History and assigned/associated email address - needs to be traceable for accountability
Keith Azzopardi
Sep 7, 2023
Original Submitted Idea:
Currently, Text message reminders can only be triggered for upcoming jobs.
This also includes jobs unassigned or not confirmed.
I would suggest adding a trigger to only send reminders to upcoming confirmed jobs assigned to a user.
Currently, we are manually sending all reminders 2 days prior.
We also have issues with customers replying to messages, I would like to see something happen with this. Either we can receive an email with the reply, a task, etc.