You MUST enter in your store's name in the Mobile Event if you want it to appear in your customer's message.
Scheduled Mobile Events:
To find where mobile events are scheduled, from the dashboard, click on Customers. Alternatively, you can click on the drop down next to Customers and choose Schedule Mobile Event directly from the drop down list.
If you clicked Customers directly, you will have to select Schedule Mobile Event in the next screen:
This will open the Schedule Mobile Event dialog.
To create a new scheduled event, click the green "+" icon next to "Add new event". The new event will appear at the bottom of the list of scheduled events.
Select the type of event from the list: CUSTOM, BIRTHDAY, STORE ANNIVERSARY, LOAN COURTESY REMINDER, LAYAWAY NOTICE.
Some event types will show an amount of customers that will receive a SMS for the message.
Due to TCPA guidelines, messages and mobile events cannot be sent prior to 9am or after 8:59pm local time. When attempting to send a message at a specific time Bravo will warn you that the message cannot be sent if earlier or later than the TCPA guidelines. Read more about the guidelines here
It is NOT recommended to start an event at 8:59pm as the messages will not have time to send. If you want your messages to go out, start the event at 9am and they will be sending to your customers throughout the next hour or two.
This list of customers populates for any customer that has a phone number in the Mobile field on their profile based on the last time they were in the store. Regardless of the validity of the number. This will include:
- Customers that have improper phone numbers (111-111-1111, 222-222-2222, etc)
- Phone number entered in an invalid format for the USA (+1-(742) 654-6546, etc)
- Store Config "Allow Send To International Number" is turned off and number is in international format
- Duplicates of phone numbers entered for different customers.
So this number listed should always be an over estimation because of the cases of the customers having an invalid number. Here is an Ad Hoc that can be ran to check which customers were in. You will have to change the Last Time In to match whatever format you're attempting to do.
Then you can group the results for Mobile number so that you can see which numbers are invalid and potentially reach out to the customer for a valid phone number.
Custom
This is a one-time event. Set the Name of the event for easy reference, the Date to send the message, the time to send the message, and the message type to use. The Message that you enter will be sent, as scheduled, to all customers who are eligible to receive messages via the selected message type.
Birthday
This event is sent according to the date of your customers' birthdays. Set "Days Before" to determine how many days before the customer's birthday to send the message. Set the time to send the message and the message type to use. The Message that you enter will be sent, as scheduled, to all customers who are eligible to receive messages via the selected message type.
Store Anniversary
This event is sent according to the anniversary date of the customer's first transaction in the store. Set "Days Before" to determine how many days before the anniversary to send the message. Set the time to send the message and the message type to use. The Message that you enter will be sent, as scheduled, to all customers who are eligible to receive messages via the selected message type.
Loan Courtesy Reminder
This event is sent according to the Due Date of the loan. Set "Days Before" to determine how many days before the Due Date to send the message. Set the time to send the message and the message type to use. The applicable Loan Courtesy Reminder (Single or Multiple) for the loan(s) will be sent, as scheduled, to all customers who are eligible to receive messages via the selected message type.
Layaway Notice
This event is sent according to the Due Date of the layaway. Set "Days Before" to determine how many days before the Due Date to send the message. Set the time to send the message and the message type to use. The applicable Layaway Notice (Single or Multiple) for the layaway(s) will be sent, as scheduled, to all customers who are eligible to receive messages via the selected message type.
Shortcuts:
The above listed notice types have shortcuts to allow personalizing the message to each individual customer. Also, allows inserting the store name and phone number so that customers can quickly recognize where the message came from and what number to call. See in the below example how all of these shortcuts can be used in a Store Anniversary.
To disable a scheduled mobile event from sending future messages, uncheck the checkbox on the left side of the event. The event will become faded/grey when disabled. You can re-enable the event later if desired.
To delete a scheduled mobile event, click on the red 'X' on the right side of the event.
You cannot schedule two of the same event type to be sent at the same time on the same day, unless the events are sent using different message types. For example, you can't send two SMS messages on a Loan Courtesy Reminder, but you can send one SMS message and one Email.
Message Recurrence:
Users looking to apply a schedule to their mobile messages will enjoy the Message Recurrence option. Using common options for scheduling. Daily, Weekly, Monthly, Every Friday, First of the Month, etc. Recurrence options are only available for “Loan Courtesy Reminders”, “Loan Past Due”, and “Layaway Notice”. When configuring the recurrence, take note of the dynamic statement at the bottom of the configuration window. This will explain the configured recurrence in a basic statement.
Shortcuts:
Daily:
Although daily could border on irritating, there are some daily configurations that could be warranted.
Loans that are available for sale a few days after the contract expires might warrant a configuration that Automatically sends a Loan past Due Reminder message every day to all customers that have a loan past due.
The daily option could be softened to send a little less than daily. For loans that have a due date approaching. Automatically sends a courtesy Loan Reminder message every 2 day(s) starting 8 days before the due date.
Weekly:
Weekly can be used to send a message on a specific day of the week. For long term loans it could be desirable to set a recurrence that Automatically sends a Courtesy Loan Reminder message every one week on: Friday starting one month(s) before the due date.
Layaways could also benefit from a recurrence that Automatically sends a Layaway Notice message every on week on: Friday starting one month(s) before the due date.
Monthly:
Although monthly options may the least likely used recurrence choice, there are some interesting ways to stay in touch with customers. For multi-month layaway term, it could be helpful to remind customers on a Friday, but not the first Friday. Automatically sends a Layaway Notice message to all customers that have an active layaway on the second Friday of every month(s)
