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The short answer: export from your software the list of people to notify (tomorrow's appointments, contracts ending this month), save it as CSV, import it into a group on the SMS page in My MozOut and schedule one send to that group. No programming needed, and each person's name goes into the message on its own.
Step by step
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What works this way and what does not
| Notice | From a sheet? |
| The same text for everyone, only the name changes ("the meeting is Friday at 5pm") | Yes |
| Everyone with the same date ("your invoice is due on 30/11") | Yes, one group per date |
| Each person with their own time or amount | Only if you group together people with the same time or amount |
| Notices triggered by an event (a payment, an order) | No: that is a job for the API |
Personalisation on the page uses the contact's name and company: variables, examples and pitfalls. For different data in each message, the route is the batch send through the API.
| Anyone who asked not to receive messages is left out automatically, even if their number is in the sheet. And check the numbers before importing: a mistyped phone receives nothing. |
| Make it a routine: every day at the same time, export, import into the next day's group and schedule. Delete or empty the group afterwards so nobody is notified twice. |
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Want to notify customers without writing any code? See the SMS prices and import your first list. See SMS prices |
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