Conversations - Text Settings & Automation

Text Messaging & Automation Settings 💬

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Why This Matters to Your Business 📲

Setting up texting and automation in Movegistics 5.0 empowers your team to maintain fast, consistent communication with customers—automatically. Whether you're confirming a booking, sending payment reminders, or thanking customers post-move, automated texts reduce manual effort and improve the customer experience. With dynamic templates and rule-based triggers, you can deliver the right message at the right time, every time.

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Step 1: How to Set Up Texting

If your organization has not yet activated texting capabilities:

1. Email [e-mail] requesting SMS/Texting activation.

2. The Netensity team will provision a dedicated local phone number using your area code.

3. Provide your business details (including Tax ID) for carrier approval.

4. Approval may take up to 7 business days.
   
   

Once complete, texting features will be available in your account.

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Step 2: Navigate to the Texting Dashboard

To access the texting module:

1. Click the gear icon in the top-right corner.
   

2. Navigate to Settings > Conversations > SMS/Texting.
   

Here you’ll be able to:

• View total messages used and pending

• Track phone number usage by location

• Add new phone numbers
  

Adding a Phone Number

1. Go to the Phone Numbers tab.
   

2. Click the blue + (plus) icon.
   

3. Search and filter by:

   • Number begins with

   • Number contains

   • Number ends with

4. Select the number you want and click Add.
   

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Step 3: Creating a Text Template

Text templates are reusable message formats used in automation and manual texting.

1. Go to Settings > Conversations > Templates > Text Templates.
   

2. Click the + (plus) icon to create a new template.
   

3. Fill in the following fields:

   • Folder Name (for grouping templates)

   • Title (e.g., "Payment Confirmation")

   • Module: Choose the relevant section (e.g., Payments, Work Request)

   • Body: Write your message using merge fields like:

     • {{payment_amount}}

     • {{payment_date}}

     • {{invoice_id}}


4. Click Save when finished.
   
   

💡 Use merge fields to personalize messages with customer/job-specific information.

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Step 4: Setting Up Text Automation ⚙️

Text automations send messages based on specific system triggers.

1. Navigate to Settings > Automations.
   

2. Click the blue + (plus) icon.
   

3. Fill out the following:

   • Rule Name
     
     

   • Rule Type: Select Text Rule
     
     

Set the Audience:

• From: Choose a specific user or role (e.g., "Work Request Owner")

• To: Typically the Customer
  
  

Select Template & Trigger:

• Template: Choose the text template you created
  

• Trigger: Choose an action such as:

  • Payment Received

  • Online Payment Received

  • Estimate Sent

  • Work Request Booked
    

Optional Filters:

• Filter by job type, company, location, or status
  
  

Set a Delay:

• Send Immediately or after a specific time delay (e.g., 1 day)
  

Click Save to activate the rule. You’ll receive a confirmation popup.

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Step 5: Testing the Automation ✅

To ensure your rule is working:

1. Go to Work Requests and open a test request.

2. Add a payment (e.g., $1 with Payment Mode: Other).

3. Submit the payment.

Verify the Automation:

• Check the Activity Log for confirmation.

• Navigate to Conversations > Texting to confirm message was sent.

• Return to Settings > Automations to confirm Occurrences count has increased.

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Final Thoughts 🚀

You’ve now successfully set up and automated texting in Movegistics 5.0. With automation, you’ll reduce manual outreach, improve follow-ups, and elevate customer communication across every stage of the move.

Need help? Contact us at [e-mail].

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