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August 2021 Newsletter

  • Updated

Contents

Newsletter
2021 | August
2021 | June
 
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Using SMS to Benefit Your Business

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SMS (Short Message Service) and text messaging are virtually the same thing. They are both used to send a message from one mobile device to another.

However, SMS technology reaches beyond the confines of simply sending a text message. In fact, SMS has now become a daily standard for how businesses reach greater audiences enhancing opportunities for growth, profit and client management.

Here are some details about SMS technology:

  • SMS allows messages to be sent over satellite and landline networks. In layman's terms, from computer applications / over the internet, etc.
  • Unlike a text message, when an SMS message fails, it’s automatically re-sends.
  • Businesses have been replacing email marketing with SMS campaigns and communicating with customers.
  • In fact, SMS campaigning has a 98% open rate as opposed to a 20% email campaign rate increasing response rates and revenue.

DebtPaypro has an SMS enhancement that can be incorporated directly into the system enabling you to:

  • Launch one-time and recurring campaigns
  • Communicate with customers
  • Send notifications and payment reminders to contacts
  • Send e-sign documents requests
  • Automatically send based on system events

To learn more about the SMS enhancement in the CRM, see the Feature of the Month.

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Passwords and the CRM

DPP-Newsletter-Password.pngNearly every day we are asked to create new passwords, need to open an application on another device, or are alerted that it’s “time to change your password”. It’s easy to forget your password, especially when you are using your browser to remember it for you.

Here are a few tips to help you change or reset your CRM password. For step-by-step instructions, view the Changing or recovering passwords article in the Help Center.

Changing your password 

If you are changing your password, you’ll need to know what your current password is in order to create the new one. This process is done from within the system by clicking the Change Password link at the top of the global navigation header. 

Resetting your password - Admin

If you forgot your password, either contact your company's Account Admin or DPP at support@debtpaypro.com. They will be able to send you an email giving you access to the Update Password prompt in the system.

Resetting your password - User

Once you receive the email (from “noreply@debtpaypro.com”), click the link provided to be taken to the login page for the CRM. Here you will need to enter the information from the email you received. Once you have logged in, you will be prompted to create a new password.


Lastly, please see our help article on Password Requirements.

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Monthly ideaBoard Highlights

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Please keep your ideas coming -
we are reviewing and using as many as we can!

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Feature of the Month: The SMS Enhancement
 

DPP-Newsletter-SMS-CRM_cropped.pngDebtPaypro’s SMS enhancement includes some amazing capabilities that allow you to create, track, and analyze SMS usage by contact, system user, and campaigns. You are also able to view message response times, open rates, and message history for each contact, but that’s just the beginning.

Below are detailed descriptions of some of the mostly used SMS functions available in the CRM.

SMS Conversations

Users can have full SMS conversations with contacts from their Client Dashboard. The system:

  • Keeps a record of all the SMS exchanges with sent and received date and time stamps
  • A preview of previous message history
  • The phone number used to make the call
  • The user who was messaging

Messaging / E-Sign Requests

When messaging a contact, you’ll have the option to create a custom message or use a previously created template, which can also be tailored as needed. You can then view whether or not the contact opened the message and when. In fact, a great perk to using SMS in the CRM is that you can send requests for e-sign documents that can be sent manually or when activated by a workflow trigger.

Reporting

Once the SMS enhancement is active in your system, the SMS report option appears in the Reports tab. This is great for analyzing and filtering data by:

  • Incoming and outgoing messages
  • Company
  • Sent by
  • Date ranges
  • Gathering information by campaign

What better way to see which campaigns are returning the best results, reaching their target market, and meeting your goals without overwhelming clients with messages they won’t read.

Campaigns / Payment Reminders and more

When creating an SMS campaign you are able to:

  • Select specific contacts lists based on your target criteria (late payments, new leads, reminders, etc.)
  • The option to use a template or create your own custom message
  • The ability to include tags so each message is personalized for the recipient
  • Sending a campaign immediately or schedule one for a specific day and time
  • The choice of sending a campaign once or setting up a recurring schedule 

Triggers / Milestone Notifications

SMS triggers send SMS messages based on a system event, workflow status updates, payment status changes, etc. This includes any process you’ve set up in your system (enrollment process, payment statuses, etc.).

Here’s an example: A client's payment status is identified as NSFs. You’ve set up a trigger in the system to send any contacts with that status an SMS about the payment issue with whatever details you want included. When the system recognizes that status, the message is automatically sent. 

For more information on the SMS enhancement, contact sales@debtpaypro.com.
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Supervest

DebtPay Inc
1900 E Golf Rd, Suite 550
Schaumburg, IL 60173
www.debtpaypro.com

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