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The tutorial reviews how user SMS Response Notifications work and how to adjust them.
By default, only the user sending the SMS will be eligible to receive notifications about customer responses to that SMS.
Users can adjust their notification preferences to ensure that if other users should be notified of customer replies to the message they send, they are.
Example: Alex will be sending SMS to customers about their outstanding balances with links to access their eBilling portal. Alex would like other office members to be notified of SMS responses so they can assist. Alex adds other professionals to his notification list.
Notifications of customer responses for users include an icon on the desktop app SMS Notification Center home screen icon, desktop app pop ups, and push notifications via the mobile app (must be logged in and have push notifications allowed on the mobile app).
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
Navigate to the SMS Log from the home screen.
Click "Notification User List" at the top right.
Individually select the professionals you would like to receive notifications of responses to SMS that you send and click add. Repeat until all professionals required are in the selected list on the right
Save
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
This integration allows Wise Option users to send SMS messages from Wise Option to clients. This can help users communicate with their clients more effectively. SMS messages can be used for general notifications, appointment reminders, procedure approval, payment reminders, and more.
Increased communication with clients
Unique, local number
Multiple areas within Wise Option to send SMS messages from including:
Customer File
Please e to fill out and submit the registration form to get started.
Once registration has been completed (up to 4 weeks), you will be notified that your SMS program is active.
At this time, this integration is only available to US users. We are working on expanding this option to users in other countries.
Businesses receive their own unique, local phone number, which their clients may add to their contacts on their phones (i.e. Tree Hill Clinic Notifications)
There is a one time registration fee for the business to be registered according to FCC regulations (Wise Option takes care of this).
Mare's Summary Card
Patient File
Embryo Transfer Log
Flush Log
Calendar Notifications (Wise Option has a formatted template for this)
There is a small additional monthly fee to utilize this that covers the phone number and use of cell towers.
It is NOT possible to send a generic massive SMS blast to customers via Wise Option at this time. We must be careful with this feature to not violate communication regulations designed to prevent spam.
We do allow customers to send bulk SMS when it is related to SPECIFIC records (e.g. Breeding Records)
See where you can send individual and bulk SMS here: Locations to Send SMS and Examples
Once a user sends an SMS, if it is a message that requests a response, clients must respond within a 15-minute window to be valid and received by Wise Option.
Users are notified of customer responses via the desktop app notifications, push notifications on the mobile app (as long as set up and enabled), and desktop app icon indicator.
Each user can select other team members who should receive notifications of responses to messages they send
Example: Julia sends text messages, but Julia, Clay, and Pricilla should receive notifications when the customer responds.
This does NOT replace an on-call phone and is not designed for clients to text or call at will.
At this time, this integration does NOT support:
Group SMS
Images or videos sent or received
Automatic Replies
The tutorial reviews how to create a SMS Template to send detailed text messages quickly.
It is imperative that you create the template where you want to send it and send it from where you created it.
Each form that you can send SMS from will have different reference fields available.
For example, sending SMS from the Breeding Log with a specific reference record, you will be able to autofill information such as Breed Date, Stallion, etc. If you tried to use that same template with these fields in the Customer File, it would not auto-populate that information, as that information is not available on the Customer File.
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
The tutorial reviews how to send an SMS message from Wise Option with a custom message.
Please note, if you are wanting to send bulk SMS from one of the locations it is available, you must use a template. Custom messages are only available via individual sending locations.
Estimated Time to Complete – 10 Minutes
The tutorial reviews view responses to SMS and reply.
Remember, customers must respond to a message that was sent within 15 minutes in order for the response to be registered.
There are multiple places to view and respond to SMS messges. You can go to the customer file that the message was sent to or go to the SMS Log.
Estimated Time to Complete – 10 Minutes
Navigate to the location you would like to send this SMS from (see Resources below if needed)
Once you have the SMS for open, click the option to the right to Add (Green Plus)
This will open the Form Letter repository.
Either ceate a new category or select one already available
Create a new template
Type the text for the template
Place cusor in the template where you would like the field inserted
Review the fields available on the left and double click on the field you would like to insert
Save
If you would like to save this template for easy access on this location, select the template and click "Submit"
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Navigate to the location you would like to send this SMS from (see Resources below if needed)
Navigate to the SMS sending form
Review the phone numbers available to send to. Double click on the phone number you would like to send to.
Double click on the template you would like to use to generate in the message form
If you do not see the template you would like to use, click the Add button (Green Plus), Select the template and click "Submit". Then perform the step above and continue.
Review the merged template and adjust if needed
Review the Response Expected and select the appropriate selection for the message
No Response Expected: No added text to the message
Open Response: No added text to the message
1=Yes, 2=No: This text is added at the end of the message.
1=Authorize 2=Decline: This text is added at the end of the message.
1=Confirm 2=Cancel 3=Reschedule: This text is added at the end of the message.
Click "Send"
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video Coming Soon!
Navigate to the location you would like to send this SMS from (see Resources below if needed)
Navigate to the SMS sending form
Review the phone numbers available to send to. Double click on the phone number you would like to send to.
Type your message in the message box.
Review the Response Expected and select the appropriate selection for the message
No Response Expected: No added text to the message
Open Response: No added text to the message
1=Yes, 2=No: This text is added at the end of the message.
Click "Send"
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video Coming Soon!
From the Customer File
Navigate to the Customer File the message was originally sent to
Open the Communication Log and click the SMS tab
Find the message chain with the unread message
Click the Reply button (arrow icon on the far right) to both view and respond to the message.
From the SMS Log
This form shows all messages that have responses registered from customers
From the main screen > SMS
Ensure the date range above is correct > Refresh
Find the message chain with the unread message
1=Authorize 2=Decline: This text is added at the end of the message.
1=Confirm 2=Cancel 3=Reschedule: This text is added at the end of the message.
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your feedback here.
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your feedback here.
Click the Reply button (arrow icon on the far right) to both view and respond to the message.
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your feedback here.
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your feedback here.
This section holds the table of contents for all tutorials surrounding our SMS Integration.
The tutorial reviews the places that are currently available to send individual, bulk, and automated SMS messages from. For each location, we also give some examples of the types of messages users send from these locations.
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
Customer File
How to send: Navigate the Customer File > Click the Phone Icon next the the number you want to text
Helpful Image:
Examples of SMS sent from this location: Balance notification with eBilling Link, Need to Update Profile with Portal link (to add credit card, update contact info)
Hospital Patient Summary (Hospital Module)
How to send: Navigate Hospitalized Patients > Select Record that you would like to reference > Click the Phone Icon next to owner name > Select the phone number you would like to text by clicking the Phone Icon next the the number
Helpful Image:
Examples of SMS sent from this location: Patient status update, Notification that patient is ready for discharge.
Contract Module (Equine Breeders Package or Hospital Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Contract Log > Select Record that you would like to reference > Form Letters > SMS
Helpful Image:
Examples of SMS sent from this location: Confirmation of contract received
Summary Card (Equine Breeders Package)
How to send: Navigate the correct mare's Summary Card > Click the Phone Icon next to the owner's name or Form Letters > SMS
Helpful Image:
Examples of SMS sent from this location: Quick update of pregnancy status during checks, confirmation of breeding
Breeding Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Breeding Log > Select Record that you would like to reference > Form Letters > SMS
Helpful Image:
Examples of SMS sent from this location: Breeding confirmation, ovulation confirmation, embryo flush scheduled, pregnancy confirmation
Flush Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Flush Log > Select Record that you would like to reference > Form Letters > SMS
Examples of SMS sent from this location: Flush result notification
Embryo Transfer Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Embryo Transfer Log > Select Record that you would like to reference > Form Letters > SMS
Examples of SMS sent from this location: embryo transfer confirmation, recip pregnancy confirmation
Shipment Request (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Shipment Request > Select Record that you would like to reference > Form Letters > SMS
Examples of SMS sent from this location: Shipment confirmation
Shipped Semen Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
How to send: Navigate to Shipped Semen Log > Select Record that you would like to reference > Form Letters > SMS
Examples of SMS sent from this location: Shipment confirmation
Locations to send bulk SMS from:
*Please be very careful with this feature and ensure you have run trials with test records FIRST. There is no preview first option when sending bulk SMS*
Breeding Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
Navigate to Breeding Log > Select the records that you would like to reference > Massive Form Letters > SMS
Examples of SMS sent from this location: Breeding confirmation, ovulation confirmation, embryo flush scheduled, pregnancy confirmation
Flush Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
Navigate to Flush Log > Select the records that you would like to reference > Massive Form Letters > SMS
Examples of SMS sent from this location: Flush result notification
Embryo Transfer Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
Navigate to Embryo Transfer Log > Select the records that you would like to reference > Massive Form Letters > SMS
Examples of SMS sent from this location: embryo transfer confirmation, recip pregnancy confirmation
Shipment Request (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
Navigate to Shipment Request > Select the records that you would like to reference > Massive Form Letters > SMS
Examples of SMS sent from this location: Shipment confirmation
Shipped Semen Log (Equine Breeders Package)
SMS sent from this location defaults to the current Patient OWNER.
Navigate to Shipped Semen Log > Select the records that you would like to reference > Massive Form Letters > SMS
Examples of SMS sent from this location: Shipment confirmation
Locations were automatic SMS messages can be sent from:
Calendar: Appointment Notifications and Reminders
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your .
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website here.
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is your first time contacting us on our support line.
Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.
Please help us improve our eLearning Library by submitting your
