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Jim2® Business Engine Help File

The ability to SMS (text message) customers from within Jim2 is performed using Jim2 Email, combined with external Email-to-SMS functionality provided by a third party.

 

There are currently customers successfully using messagenet.com.au, esendex.com.au and directsms.com.au

 

These should be able provide the subject from the initial outbound SMS in the response that is received back into Jim2.

 

This allows for the use of email rules that can automatically create jobs against the appropriate cardfile.

1.Sign up with an Email-to-SMS service, and enable the From account in Jim2 to be allowed to send email. Most providers will restrict who can send emails via the service-based email addresses. It is important that any email address that will be in the From is registered for use with the provider first.

2.Have the provider enable the original SMS to be in the reply function (messagenet). This uses email rules and templates to better handle inbound replies from customers.

3.In Tools > Setups > Email > Email Accounts, add the SMS email account.

4.Update the users in Jim2 with the new contact type, ie. Name – Email SMS – 0408695812@messagenet.com.au (example only).

email sms

5.In Tools > Setups > Email, create a tag and folder to hold emails that are sent to/from this address. The reason for the tag is to have a rule that points these emails to the new folder.

sms tag

6.Use Email > Email Security to decide who can see this folder.

7.Create an email rule that says, if the email is sent to the sms email address, tag with as above and move to the SMS Emails folder.

 

Then, from anywhere in Jim2, send an email to that address and the customer will receive it via SMS. Obviously, the content of the email should be kept brief.

 

This also includes using the Email from CardFile and Email from Job List reports.

 

If a customer responds to the text, Jim2 will receive an email with their response.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

 

 

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

How Email 'From' Works

Find Missing Emails

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails