Go to Messaging & Marketing and select Send New Text Blast.

You will receive a prompt to sign up for Text Marketing. Press Set Up Now!

You will then need to sign in with your administrator email and password.

Once signed in you will receive a message stating the pricing for the text marketing service and how many text messages will be included.

If you wish to continue with the displayed package, press Activate Service.

Go back to the desktop software and you will receive a prompt stating that you have successfully signed up for the text marketing service. Press the button for I'm Done Signing Up Online.

Select Send New Text Blast from the Messaging & Marketing drop-down menu.

Select the filter criteria you wish to use to target the customers you wish to send the text marketing campaign to. Press Next once you have finished.

The default text message templates will appear. You can select one of the templates and then press Preview Selected to view the template base to begin with. Press Next once you have found a template you wish to use.

You can then edit the default template as needed. Press Save Text Message once you have edited the template to your liking.

Enter the campaign's name in the Campaign Name field and the campaign's description in the Detailed Description field.

Choose the date the e-mail blast should be sent using the calendar tool. Optionally, select the Automatically send this e-mail on a recurring basis bubble and set frequency of recurrence using the Starting on calendar tool. You can also select the end date from the Stopping on calendar tool.

Select the frequency of the campaign to send every | __ | day(s), week(s), month(s), or year(s).

Press Turn On Campaign to have your message begin sending out to your clients.

Create or edit templates by selecting the Messaging & Marketing drop-down menu, then select Manage E-mail & Text Message Templates

Use the Filter Message Templates options at the top to view the Message Format and Message type templates you'd like to view/edit.

Select the Create New Template on the right

A pop-up will appear, choose the type of message from the dropdown and if you want to make a new blank text message or use a pre-designed text template.

Click continue

Next choose which template fits your campaign or get started on a blank template

First enter a name for your template customers that receive the email will not see this.

Replace the example text with your own custom message. Make sure to include the required Custom Placeholders for personalization: your message must contain the Company Name, Company Phone, and Unsubscribe placeholders in order to be saved successfully.

Lastly Select Save Text Template

Choose the Messaging & Marketing drop-down menu and select Configure Appointment Reminders and Notifications.

To set which notifications you will be sending, select the appropriate check boxes in each tab at the top of the Edit Appointment Notification Settings window.

Select Messaging & Marketing then choose Messaging System Settings.

Click Edit Appointment Notifications.

In the Appointment Reminders tab, click Edit Message next to Text Reminders.

Click Edit Current Text. The lower section displays the Estimated # of text messages and the Estimated length of message.

Modify the body of your message so the Estimated # of text messages says 1 and the Estimated length of message is 160 or lower to ensure only one text message per reminder is sent.

Click Save Text Message when complete.

Make sure to check the Client Notifications tab as well. Use the Edit Text Message buttons for each appointment notification type and do the same as above for each text template to ensure only one text message is sent.

Click the Messaging & Marketing pull-down menu.

Select Messaging System settings.

Choose Edit Company Info.

A web browser will open and you will need to log in to your DaySmart account.

Once you're logged in, choose the My Info button at the top.

Click the Edit Messaging Info tab.

The Primary E-mail and Primary Phone you enter here are the destinations at which you will receive responses. The Primary Phone must be a mobile number that can receive text messages and the Primary E-mail can be any address. Your clients must respond to this number and not the number from which the message is sent. Make sure to include a line of text instructing the client to respond to the <Company Phone> insert item.

Go to Messaging & Marketing and select Send New E-mail Blast.

Enter a Campaign Name and a Detailed Description. Note that the customer will not see either of these items.

Within the When to Send section, you can select to send this campaign as a one time e-mail blast or on a recurring basis. With either option you can select when to start sending the campaign and if you select recurring, the end date of the recurring message if you wish to set one.

In the Who to Send to section, select Send to a targeted list of client and press the Select Filter Criteria button.

Select the option for Find clients based on customized criteria using purchase history, personal information, and visit history.

Press Next.

Expand the Client Options section by clicking it.

Check the box for Only include clients who have not subscribed to text marketing. You can select other options as well if you desire, but you will want to select the previously mentioned option at the very least.

Press Next.

A list of Clients will appear that have not opted into text marketing yet. Press OK.

In the What to Send section. select Create a New Template.

Select Use a pre-designed e-mail template and press Continue.

Scroll to the very bottom of the list and select the option for Text Marketing 1 Marketing. Press OK.

The template for the prompting your customers to subscribe to text marketing will now appear. You can change the Subject Line and content of the email if you would like, but it is recommended that you do not edit the section about the message and data rates. Note that any of the default text containing < and > will automatically be filled in by the software at the time of sending the email to the customer. Press Save E-mail Template once you are finished.

Select Turn on Campaign in the bottom right.

Go to the Clients drop down menu and select Edit Clients.

Double click on the client you wish to send the text message to.

In the Text Message section of the General Tab, press the Text Opt-in button.

If you are sure you want to text the client an opt-in request press Yes.

Navigate to Messaging & Marketing, and click Messaging System Settings

Under Messaging Service Usage, click View Details.

This will show how many messages are included in your plan, what has been used, and any overage fees that will be applicable if the used messages exceed what's included.

To access your Billing and Usage details, login to Account Management here.

Once signed in, you can select Bill Details on the "Overview" page or click the Billing tab to view your Payment Details

To view text usage, scroll down to view the "Services" section.

Under "Text Marketing", click Manage to view the service breakdown.