This guide explains how to enable and configure sending an SMS notification simultaneously with sending a document (such as an invoice or a quote).
Procedure
1. Open the document sending screen by clicking the button associated with the label Personalizza email. The "Send Document" modal window will open.
2. On the right side of the window, locate the box titled Invia notifica SMS.
3. Enable SMS sending by checking the checkbox next to the title Invia notifica SMS.
> Note: As soon as the box is checked, the section below will expand, showing the configuration fields.
4. In the Destinatari SMS field, enter the mobile numbers to which you want to send the notification.
- If the field is empty, the customer's mobile number will be automatically suggested.
- You can add multiple recipients separated by commas.
5. In the Mittente field, select the identifier that will appear as the sender of the SMS (if available). Selecting Predefinito will use the standard sender.
6. In the SMS personalizzato field, verify or modify the text of the message that will be sent.
- You can use shortcodes (listed below) to automatically insert data such as the customer's name or order link.
7. After configuring both SMS and email, click on the Invia button at the bottom of the modal window to proceed with sending the document and SMS notification.
