Enable + Configure New Plan Member Welcome SMS Text

Use these steps to enable the New Plan SMS text customer transaction notification and configure either a default message or a custom message. This customer notification generates a welcome SMS text message to a customer when they join a wash plan. Note: A new plan member welcome email message can also be enabled and configured.

Important: Email and/or SMS text transaction notifications must be activated for a site. Existing Patheon users can complete the online Patheon Transactional Customer Notification Questionnaire to begin the activation process. The DRB Data Solutions team will follow up with you after they receive it.

Available Resources

Sites can configure the New Plan SMS text message text with provided default text or their own text. Variables are also available to help personalize the message.

Default Message*

The following default Message* text is provided for the New Plan SMS text notification.

{{ewa_link}} Welcome to our membership program! Follow the link to manage your plan.

Variables

The following variables are available to customize New Plan SMS text Message* text.

  • {{client_name}}: The client organization's name, for example, Northcoast Car Wash.
  • {{customer_fname}}: The email recipient's full name, for example, Jane Smith.
  • {{ewa_link}}: A link to the site's EWA application, for example, https://nccwoh.patheon.com.
  • {{plan_name}}: The name of the email recipient's wash plan, for example, Basic Unlimited.
  • {{plan_next_reload_date}}: The date the email recipient's plan will next be submitted for renewal, for example, February 1.
  • {{plan_next_reload_price}}: The dollar amount that will be submitted for processing on the next renewal date, for example, $20.00.
  • {{plan_reload_period}}: The email recipient's plan length in months, for example, 1.
  • {{site_address_line1}}: The site's line 1 address (street address), for example, 3245 Main St.
  • {{site_address_line2}}: The site's line 2 address (city, state and postal code), for example, Akron, Ohio 44312.
  • {{site_phone}}: The site's phone number, for example, (123) 123-4567.

Enable New Plan SMS

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customization. The Customization panel opens.

  1. Select Notifications. The Notifications panel opens.

  1. Select edit () for the New Plan notification. The New Plan panel opens.

  1. Set SMS to Enabled. The Message* field is enabled.

Configure Message*

  1. Select Revert to default to use the default Message* text.

  1. Use the provided default Message* text, or modify it. To insert a variable, place the cursor in the field and select the variable tag.
  2. Important: Enter up to 160 characters. The message length is given for reference. Dynamic content and links can make the final message larger than expected.

Activate Notification

  1. Navigate to Status*.

  1. Set Status* to Active.

  1. Select Save. The changes are saved.