SMS Mailing

SMS notification mailings are created in the Admin - SMS Mailing menu item. The left side of the screen displays a list of existing mailings, while the rest of the screen contains fields for creating a new mailing.

To create a new SMS mailing list, click the "New List" button, then fill in the filter fields:

Entity selection. Client – Contract – Loan Application – Operation. When selecting this field, the next field loads parameters specific only to that entity:

Client – last name, first name, patronymic, individual, name, gender, date of birth, citizenship, education, profession, marital status, loan specialist, created in subdivision, client manager, SMS mailing participation.

Contract – code, creation date, funding source, region, legal entity, branch, subdivision, loan amount, group, credit product, credit product group, closure status, loan stage, issue date, number of installments, interest rate, scheduled repayment date, legal case, created in subdivision, collector, loan specialist, business status, status.

Loan Application – application code, activity subtype, activity type, collateral type, loan type, financial position.

Operation – payment type.

Select the required parameters and click the "+" button to apply the filter. This way you can add multiple filters based on different entity criteria. If this is not relevant for you, after filling in all the fields, click the "Submit for Generation" button.

Below, you should select one of the options: All, Active, Closed. By checking the box, the user adds another required filter for the mailing.

When selecting "All", you need to specify the active period below: from which date to which date.

When selecting the "Active Only" option, you need to fill in the date for which to display the information.

When selecting "Closed Only", you should fill in the following fields: "Closed in Period From" and "To", "Initial Number of Overdue Days" and "Final Number of Overdue Days" (this specifies the overdue period).

After that, click the "Submit for Generation" button. The generated mailing will appear in the general list on the left. When selected, a message text input field will be available, with the recipient list below.

After generating the selection and sending SMS messages, you can view the mailing history (sent messages report) in the program.

To view the report, go to the "mailing history" section and select the desired mailing.

In the upper right part of the opened page, you need to select how to generate the report.

The generated report shows the phone number, date, message text, and sending status.