Age Analysis Bulk SMS/Email

This function enables you to send one SMS to different recipients at the same time. The function is to notify all debtors that there are payments outstanding, you can filter the debtors regarding their age.

How to sent Bulk Outstanding accounts SMS/Emails:

  • Log in to the GoodX Web App with your username and password.
  • On the navigation bar, click on the Admin tab.

  • Click on the CRM tab

  • Choose the Build SMS/Email option


 Filter Debtors by:
  • Filters For: You have the option to choose between Debtors and Patients, preferably choose Debtor, because the debtor is accountable for the bill  
  • Age Analysis: Tick the age analysis box to send the bill to the filtered ages. This will be applicable on outstanding balances of the selected ages and amounts
  • Period: Choose from the drop-down the selected ages
    • All Ages
    • Current
    • 30 Days
    • 60 Days
    • 90 Days
    • 120-Day
  • Amount to filter: You can specify what amount you want to filter
  • Gender: Choose between All, Male, Female. In this case, you will select All, because you want to send the SMS/Email regarding age and not gender
  • Click on the Filter Debtors button, ensure that all the information is correct

NB: Debtors without phone numbers will not receive an SMS and the SMS will fail, make sure you have all the phone numbers, fill in if not
  • When done, and everything is correct, click on the Send Bulk SMS button to send an SMS to all filtered debtors


NB: Make sure you have all the email addresses. If not, complete the email addresses
  • When done, and everything is correct, click on the Send Bulk Email button to email all filtered debtors


  • After you have sent the SMS/Email, you will be notified whether it was successful or not
 

Last modified: Thursday, 19 October 2023, 8:09 AM