How do I send payment links in my broadcast messages?

Select and export the relevant data from your PMS

There are some mandatory fields that we will need in the data exported

Phone number (mobile number, we support most formats including spaces and with and without country codes but would recommend +447704143000)

Client ID (this is very important as it dictates which client account at the clinic the money will be sent to)

Client name (e.g. First name, Last name. It would be worth checking some real PMS exports to see what you get)

Amount to Pay (this is the pounds sterling and pence amount to pay without a £ symbol, e.g. 205.50)

Description (this appears on the payment page. Could be customised for each client in the .csv or left the same for everyone in that file e.g. the words ‘Outstanding balance’)

Just as a sense check, please ensure that client IDs are correct for a few spot checked rows before proceeding. This is because payments are associated with the client IDs provided in the CSV

Open the file, go to ‘File’ then ‘Save as’ and export to .csv (comma delimited file). It is important to give the file a descriptive name and date so that you don’t select the wrong file later

Log into Digital Practice

Go to the 'Create' button in the top toolbar and select 'Broadcast'

Select WhatsApp

Enter a name for the broadcast. This is not seen by the client, but should be a clear description so the clinic knows what it is in the sent list

Choose a date and a time for the broadcast to be sent

Choose the template to be sent (this must be a broadcast with payment template)

Click the ‘Next step’ button

Under ‘Import a CSV of recipients’, click the ‘Browse’ button and navigate to your .csv

Tick the ‘CSV includes column headers in first row’ if your spreadsheet had column rows in the first row

Select to confirm that the contacts are existing active clients, the contact details are current, none have opted-out of receiving marketing messages and that marketing relates to your clinics own services not a third party.

Click the ‘Next step’ button

Under ‘Map the imported data for each field’ select the correct column in the file Client name, Phone number, Client ID, Description, Amount to Pay using the drop-downs

You will see a preview of the message on the right hand side of the screen

Click the ‘Schedule’ button

You will see a success message!

If you go to the ‘Broadcasts’ navigation option on the left of the screen you can see the history of what was sent along with any that have been scheduled

Click the three dots menu on the far right to export a delivery report. Note that SMS will always say ‘Read' = no as we cannot get a status for these.