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Add an SMS Notice Task to a Delinquency Template

Add an SMS notice task to a delinquency template so the system sends a text message to a tenant at a chosen point in the delinquency process.

Overview

During delinquency processes, tenants often receive automated messages about their overdue balance. SMS is the most direct channel because it serves as a brief nudge: a short message that prompts a tenant to act.

In this article, you will learn how to add an SMS notice task to a Delinquency Template.

Prerequisites

  • Delinquency - Create Delinquency, Read Delinquency, and Edit Delinquency permissions at the Corporate level.

  • Created a delinquency template and SMS delinquency notice template, both at the Corporate level.

ℹ️ Info: Some options from this article may be hidden or disabled if your account does not have the required permission. Contact your administrator to request access.

Step 1: Switch to the Corporate Level

Delinquency Templates are managed at the Corporate level.

  1. Locate a Facility Switcher at the top of your page.

  2. In the Facility Switcher, select Corporate.

    The Facility Switcher at the top of the page, with Corporate selected.

Step 2: Open the Delinquency Templates List

The list shows all Delinquency Templates created for your company.

  1. In the left side panel, click Delinquency Templates.

  2. Click List.

    The left panel with the Delinquency Templates menu expanded and the List option below selected.

The Delinquency Templates page opens.

Step 3: Open a Delinquency Template

You can add the SMS task inside an existing template, or inside a new one, depending on your purpose.

  1. Click the template you want to work with. For example, Late Payment.

    The Delinquency Templates page with a list of templates and their Name, Description, and Status columns.

The template opens and displays all of its tasks.

Step 4: Start a New Task

The SMS delinquency template should appear as a task inside the template.

  1. In the upper-right corner of the screen, click Create New Task.

    An open Delinquency Template with its task list and the Create New Task button in the upper-right corner of the screen.

The Create New Task window opens.

Step 5: Enter the Task Name and Description

Start filling in the Create New Task fields. The name identifies the task in the template's task list. On the other hand, the description summarizes what the task does.

  1. In the Task Name field, enter a descriptive name. For example, SMS Payment Reminder.

  2. In the Description field, enter a summary of the task. For example, Sends an SMS payment reminder to the tenant during the Grace Period.

    The Task Name and Description fields at the top of the Create New Task window.

Step 6: Select a Delinquency Stage

The delinquency stage places the task within the delinquency process.

  1. Click the Delinquency Stage dropdown.

  2. Select a stage, for example, Grace Period.

    The expanded Delinquency Stage drop-down menu with five options: Grace Period, Pre Lien, Lien, Late, and Other.

Step 7: Select a Task Type and SMS Template

The Notice Task Type sends a message to the tenant.

  1. Click Task Type and select Notice. Three delivery options appear below.

  2. Select Send SMS to tenant. The Select Sms Template section appears.

  3. Click Select SMS Template and select a previously created SMS delinquency notice template from the dropdown. For example, SMS Reminder.

    The Task Type dropdown set to Notice, with three delivery options below: Generate document for Print, Send email to tenant, Send SMS to tenant. Send SMS to tenant is selected, and the Select Sms Template dropdown appears under it.

Step 8: Set Up Approvals

Some companies want management to take control over the automated delinquency process. In this case, an SMS message must be approved before it reaches a tenant. You can assign one or more approvers.

  1. Under Approvals, turn on the Approval Required toggle.

  2. Select the user or users who are eligible to approve the task.

    The Approvals section with the Approval Required toggle turned on, a search field for users or groups, and one selected approver.

💡 Tip: If the approver does not exist in the system yet, create a user at the Corporate level first, using the Users option.

Step 9: Define the Delinquency Action Trigger

The trigger determines when the system sends the SMS.

  1. Under Delinquency Action Trigger, select Calendar Days or Day of the Month. For example, Calendar Days.

  2. In the Number of Days field, enter the interval. For example, 6.

  3. Click After and select the starting point - the Paid Through Date or another task from this template.

    The Exclude Weekends section with the Exclude Saturday and Exclude Sunday checkboxes.

With the current configuration displayed above, our system sends the SMS 6 days after the tenant's Paid Through Date.

Step 10: Exclude Weekends

You can keep the system from sending SMS messages on weekends.

  1. Under Exclude Weekends, select the day or days to exclude - one weekend day or the entire weekend.

Step 11: Save the Task

Saving adds the SMS Notice to the delinquency template.

  1. In the lower-right corner of the window, click Create New Task.

    The completed Create New Task window with the Create New Task button in the lower-right corner.

All set! The SMS task now appears in the template's task list, and the system sends the message to each tenant whose delinquency reaches the trigger you defined.

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