Wholesail vendors can now send SMS text messages to their customers. With this feature, you’ll be able to reach more of your customer contacts with Wholesail communications. Plus, you don’t need to change any of your Wholesail workflows. Here are some ways you can use text messaging to provide better customer service and get paid faster.
- Don’t have a customer’s email address? Add the customer to Wholesail with a phone number instead. These customers will receive statements, invoices, autopay proposals, and all other Wholesail communications through SMS text message.
- Have customers with past due balances? Text an invoice or statement to make it urgent.
- Meeting with a customer live? Text that outstanding Autopay proposal while you have their attention and walk them through it.
Getting started with SMS Text Messaging
An admin needs to opt into Text Messaging by navigating to Customer List -> Click on a customer -> Click customer settings. Follow the prompts in the banner. If you don’t see a banner, contact support@paywholesail.com.
Frequently asked questions:
What mobile phone numbers are supported at this time?
US and Canadian mobile phone numbers are supported.
What Wholesail communications will my customers receive through SMS Text Message?
They will receive all Wholesail communications through SMS Text message if their account is set-up with a mobile phone number. This includes invoices, statements, autopay proposals, payment confirmations, password reset links and more.
Can my customer choose to switch from receiving SMS text messages to email communications?
Yes, customer’s can always change their phone number to an email address if they prefer.
Can I send both SMS Text Messages and emails to customers?
A unique customer user account can be set-up with a phone number or an email, not both. It is possible to create multiple accounts using a customer user’s email and phone number. This would result in the user getting text messages and emails. We do not recommend this as each account would need to be set-up and maintained independently by the customer user.
Will I be able to text one-off invoices, statements, or autopay proposals from Wholesail?
Yes. You can send a one-off invoice, statement, or autopay proposal using the same Wholesail workflows. No process changes needed on your part. Customers who are set-up with a mobile phone number will receive a text message while customers set up with email will receive emails.
Note: Custom messages can not be sent through SMS text messages at this time
What happens if a customer user replies to one of the texts sent by Wholesail?
If a user tries to reply to one of the text messages that Wholesail sends, an auto-reply will be sent back letting the user know that replies are not monitored and that they should reach out to your company at the phone number you provide to us during setup or Wholesail at support@paywholesail.com.
What happens if a customer user replies STOP after receiving a text message from Wholesail?
If a customer user replies STOP to opt out of receiving text messages, then they will no longer receive communications from Wholesail. This is enforced by the phone carriers and is not a policy created by Wholesail. If the user wants to opt back in they need to reply “START” to the message chain where they said “STOP.” This is similar to unsubscribing from Wholesail emails today.
How will I know if a customer user opts out of receiving SMS text messages?
We will let you know in the product if a user has opted out of receiving messages:
| Customer Settings Screen | |
| Manual Send Flow |
If a customer is added with a mobile phone number, can they log into Wholesail through a desktop browser?
Yes, they can sign-in with their mobile phone number