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Send and Receive SMS

Manage SMS

Overview

There are two options for sending SMS from OWNA:
  1. From Notification/SMS - using the default OWNA number
    • You cannot receive responses via this method!
  2. From Manage SMS - using your own dedicated virtual number
    • Responses appear as a timeline view for each contact

Composing SMS

  1. Go to CRM > Manage SMS
  2. Select one or more Contacts OR type in one or more phone numbers
  3. Write your message
    • Messages that exceed 160 characters will be sent in multiple lots, incurring extra charges!
  4. Enter a URL (optional)
  5. Enter a Label (optional) - used for searching/grouping
  6. Schedule for later or click Send Message to send now
    Bulk Select/Grouping Contacts
    • You can use text to filter the list of contacts after opening the Contacts Dropdown, then use the 'select all' function to pick them all at once.
    • Contacts are oraganised into groups (Families, Enquiries, Waitlist, Contacts, Staff) which you can type-in to filter the list.
    • Using the bulk actions from other pages will redirect your selection to the Manage SMS page with the related contacts selected automatically (e.g. Daily Attendances, Manage Enquiries, & Manage Waitlist)

    Viewing Responses

    An email notification will be sent to the service's primary email address when a SMS response is received. You will also see a count of unread SMS on the Admin Dashboard.
    • Only Unread messages will appear by default.
    • Change the filter to All Messages to view all conversation history.
    • Click on any contact/conversation/message and scroll to the bottom of the thread to compose an individual response to that contact.
    • You can use AI to generate a summary of each conversation (Click 'Summarise this Conversation' in the top right corner while viewing the conversation thread)
     

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