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6. SMS Setup ​

This implementation step covers the setup of SMS and Email notifications.

To set up SMS notifications, you need to choose a service provider.

List of SMS providers we have integration with:

  • SMS.ru
  • SMSTraffic.ru
  • SMSc.ru
  • SMS4b.ru
  • Zanzara.ru
  • MFMS.ru

Next, you need to provide the API access credentials for the SMS provider to your manager.

Provide templates and text for templates to send SMS messages.

Templates:

1. SMS about contract (offer) signing

2. Contract prolongation

3. Contract closure

4. Sending SMS messages for lead verification (Under review, approved, contract, rejected)

5. Sending SMS messages about payment reminders (for days 1,2,3,4,5,6,7,8,9,10)

6. Sending SMS on the payment day

7. Sending SMS messages about overdue payments (on days 1,2,3,4,5,6,7,8,9,10,11,12,15,20,25,30,31,35,40,41,49,50,55,60,61,70,90,91,100)

8. Sending SMS every 5 days of overdue up to 100 days

9. Sending SMS every 10 days of overdue up to 100 days

10. Sending SMS every 5 days of overdue up to 60 days

Flags:

  • {contract_name} - contractName (contract name)
  • {contract_id} - contractId (contract identifier in the core)
  • {contract_issue_date} - contract issue date in dd.mm.yyyy format
  • {f} - last name
  • {i} - first name
  • {o} - patronymic
  • {repayment_date} - payment date in dd.mm.yyyy format (for overdue/upcoming payment templates)
  • {principal} - principal debt (for overdue/upcoming payment templates)
  • {interest} - interest (for overdue/upcoming payment templates)
  • {penalty} - penalties (for overdue/upcoming payment templates)
  • {prForepayment} - prepayment on principal debt (for overdue/upcoming payment templates)
  • {intForepayment} - prepayment on interest (for overdue/upcoming payment templates)
  • {payment_amount} - upcoming payment, calculated as: principal + interest + penalty (for overdue/upcoming payment templates)
  • {prolongation_amount} - prolongation amount, calculated as interest + penalty
  • {remain_contribution} - amount to be additionally paid, calculated as: payment_amount - prForepayment - intForepayment (for overdue/upcoming payment templates)
  • {days} - number of overdue days (for overdue/upcoming payment templates)
  • {todayDate} - date at the time of SMS generation in dd.mm.yyyy format, today is 23.07.2018
  • {tomorrowDate} - tomorrow's date at the time of SMS generation in dd.mm.yyyy format, today is 24.07.2018
  • {currentdateplus1} - date for day +1 from SMS generation day in format
  • {currentdateplus2} - date for day +2 from SMS generation day in format
  • {currentdateplus3} - date for day +3 from SMS generation day in format
  • {currentdateplus4} - date for day +4 from SMS generation day in format
  • {currentdateplus5} - date for day +5 from SMS generation day in format. You can write any number - that many days will be added

The next implementation stage can be found here