For marketing campaigns to function properly, a number of settings have to be configured in the system.
Configuring variables
Set the mobile phone prefix in the variables section. Variables >> text_phone_prefix. This should be set as a simple numeric value and will prefix all mobile numbers. This is a requirement for most SMS portals which need the international dialling code in front of the mobile number and remove the leading zero. For example in Australia the text_phone_prefix variable would be set to 61
Set the text_species_exclude variable to filter out any species that you do not want receiving marketing campaigns. each species needs to be seperated by a pipe character '|' . For example: exotic|rodent|avian|guinea pig|rat
Set the appointment link variable, text_appointment_link. This will then be inserted into messages using a placeholder. This field should contain the https link to the practice online scheduler if they have one.
text_business_name. Set this to the business name you want to appear on the messages
text_business_phone. Set this to the business phone number you want to appear on the messages
text_patient_exclude. Use this to exclude generic patient names AND surnames from mailing lists eg. puppy|litter|kitten,stray|rescue|rspca|referral, seperated by |
text_address_include. Use this to only include addresses containing certain characters, seperated by |. Eg to include a postcode like 4163 and 4164, enter 41 or 4163|4164. Works on postcode, state and city fields. Usually this is only required for specific cases for example businesses that operate in holiday areas and only want to target local customers.