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Communications (SMS & Email)

Purpose

The Communications module allows staff to send bulk or targeted SMS and email messages to cooperative members. It is used for payment reminders, announcements, loan status updates, event notifications, and general member communication.

Who Can Access

  • Administrator
  • Customer Service Staff
  • Manager

How to Open This Page

Support → Communications

Sending an SMS

  1. Go to Support → Communications → SMS.
  2. Select Recipients:
  3. All active members
  4. Members in a specific branch
  5. Members with overdue loans
  6. Custom list (manually select members)
  7. Enter the Message (keep it under 160 characters for a single SMS unit).
  8. Click Send SMS.

The system sends via your cooperative's configured SMS provider.

Sending an Email

  1. Go to Support → Communications → Email.
  2. Select Recipients.
  3. Enter the Subject and Email Body.
  4. Click Send Email.

SMS Wallet

The cooperative's SMS credits are managed in the SMS Wallet:

  • Go to Administration → SMS Settings → SMS Wallet to check your remaining balance.
  • Top up credits when the balance is low.

Warning

When the SMS wallet balance is exhausted, SMS notifications will not be sent — including automated alerts to members. Monitor the wallet balance regularly.

Communication Logs

To see a history of all messages sent:

  1. Go to Support → Communications → Logs.
  2. Filter by date, channel (SMS/Email), or status (Delivered, Failed).
  3. View or export the log.

Tips

Tip

Use the Overdue Loan filter when sending payment reminders. This targets only members with outstanding payments, keeping communication relevant.

Tip

Keep SMS messages short and specific. Include the member's name and the amount due for a personal touch.