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SMS Setup

Your Influence Professional system has the ability to send SMS text messages to candidates or contacts, and to record these Messages as Journals within the system. It is possible for Candidates/Contacts to reply to these messages and for Influence to receive & Import these replies into the system, and to create an Alert in your Alert Manager.


As at 01/01/2019 our preferred TEXT supplier is Firetext

When using Firetext as the SMS supplier several additional features are available such as Scheduled SMS sending, and the ability to send PDF files as attachments.


[Internal Setup Information for SMS Scheduling

JNL Text Parameter 17 may now be both Text and Number separated by a semicolon (e.g. INFLUENCE;07888777666). If set this way, then the repliable option will be given in Journals and Macro manager.

JNL Integer Parameter 18 can be set as a threshold for balance messages. If set to 0 will always show the balance after sending. If set to anything else, a low credit warning will be displayed when the remaining credits go below the threshold. ]





See below for Older Systems - Setup using BulkSMS as the Text Supplier


 What you Will Need

  • You will need to create an account at www.bulkSMS.com, and pay for some texts
  • You will need a Licence File for your influence system to allow it to integrate with the web site.
  • (There are two versions; Basic SMS allows you to send SMS messages, Premium SMS allows you to send SMS messages and receive replies in Influence)

(Licences are priced per user per year – each user that needs to send SMS texts from Influence will need a licence)

  • You will need to setup the Parameters in Influence so that it knows the username/password for the web site for sending SMS messages.
  • You will need to decide which users you wish to allow to send SMS messages.

 


1)   Setting up your BulkSMS account.

Go to www.bulkSMS.com

Click the REGISTER button and create a new account. (Note the username/password you setup)

Having setup your account, login to the web site, and from the “My Account” page, choose the option “Change Sender ID”.

Change this to something sensible (e.g. XYZ Recruitment Ltd)

Finally, buy some credits and then log out of the web site.

2)   Setting up your Influence system.

Call Influence support, and request (buy) a licence file for either the Basic or Premium SMS system.

We will email you a licence file (named PCG_Lic.txt). Save this onto your desktop

Login to Influence as the Administrator (ADM) user. Choose Links >> Install Licence File

Drag & Drop the PCG_Lic.txt file from your desktop onto the Licence File path, and click OK.

The system will then import the licence file.

Next go to the parameters section

(Depending if you are using Influence Classic or Influence PRO this will be in Tools >> Database Management >> Parameters   or   Maintenance> Setup > Parameters )

  

 

Then choose File > Open, and select JNL – Journals.

Select the FLAGS tab, and set parameter 10 to “B”

Select the TEXT tab, set parameter 14 to the User_ID from the BulkSMS web site.

Select the TEXT tab, set parameter 15 to the Password from the BulkSMS web site.

Select the TEXT tab, change parameter 18 from +44 to 44 (i.e. No plus.)

Then Click OK, to save the parameters, and log out of the Influence system.

1)   Controlling which users can send SMS messages

Login to Influence as the Administrator (ADM) user.

Choose Maintenance > Setup> User profiles.

Select each user in turn, go to the ACCESS & CONTROL tab, and tick the “Allow use of Bulk SMS” box for those users who are allowed this feature. Remember to tick Apply after each user.

When finished, click OK to save the changes, and log off of the system.

 

 

4)   Sending SMS Messages from Influence.

Select a record (Candidate or Contact), and either click their Mobile phone number from the list of Candidates/Contacts, or click drill into an individual record and click the Mobile Phone icon.

Having clicked the Journal icon, the system will pop-up a journal screen.

Create the Journal, typing a subject, and the body of the text.

Ensure that the Method is set to SMS Text Message.

If you want replies, then remember to tick the SMS is Repliable tick box.

Then click OK to send the SMS and record the journal in Influence.

 

6)   Receiving SMS replies into Influence.

If you are using a TRIAL licence  - You will need to import any SMS replies into Influence manually

Choose Links >> Get Bulk SMS replies.

This will then search for replies on the BulkSMS web site, and will use these to create TASKS against the originating Journal entry in Influence.

These imported tasks will show in the Alert manager (in Bright Yellow)

They can then be handled, re-scheduled or postponed just like any other task.

Note:

If you are using the full version of the Premium SMS system, then the manual import is not necessary. Influence support will setup an automatic (daemon) process that constantly scans for SMS replies and imports them into influence without the need for user intervention.

REMEMBER: 

If you change your login or password to the BulkSMS web site you must also change the parameters in Influence so that you will be able to login.

If you have any queries or problems, please contact Influence Support for help.

Tel: 0845 371 5273

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  1. Martin Parkinson

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