SMS Task Templates

How to set up SMS Task Templates for use by your scripts (Keyfax version 4.4.7 and later).

IMPORTANT Support for SMS sending requires a subscription to an SMS sending provider. For this reason you may not see the availability of this feature in your Keyfax Administration Tool. For more details on enabling this feature please contact Omfax Support.

Selecting 'SMS' from the Base Task Template list described here, will display a template to capture all the required details for a new task template:

Creating a new SMS Task Base Template

Properties

Description – describing the Task's role/purpose

To – recipient phone number (a Bookmark/Databox can be used here)

Enter the SMS text below – the text to be sent via SMS to the recipient

To add Bookmarks (Databoxes) to the Template, drag and drop or place the cursor in the text area and click the '+' to the right of the selected Bookmark.

TIP To add Databoxes to the 'To' address field you will need to drag and drop from the Bookmark Selection menu into the field.

IMPORTANT The SMS text box counts the number of characters and gives an estimate as to how many SMS messages will be required to send the message. Remember: if your SMS message text contains bookmarks, the count of SMS messages may be inaccurate if the bookmarks will substitute large amounts of text. Ensure your bookmark data is valid before attempting to send an SMS as you may be charged (dependent upon the SMS provider in use).