Redbrick Practice Management

(RPM)

Progress Messages in Redbrick PM

Date May 2019

Redbrick Solutions User Guides V21

ContentsREDBRICK USERS....................................................................................................................................2

PROGRESS MESSAGES.......................................................................................................................2

ONE-OFF TEXTS..................................................................................................................................3

ADMIN...................................................................................................................................................4

SETTING UP YOUR FIRM NAME.........................................................................................................4

SETTING UP PROGRESS MESSAGES....................................................................................................5

BATCH PROCESSES/SCHEDULED JOBS...............................................................................................8

REDBRICK USERSRedbrick PM has the option to send SMS or Email messages to clients at key stages throughout the transaction, we call these Progress Messages. You can also send one-off messages to clients (or anyone else with a mobile number). Your clients cannot reply to these messages.

The Progress messages will need to be set up by a Redbrick Administrator (see admin section) whereas the one-offs are able to be sent by anyone. The client will receive the messages from the sender you decide (see admin section)

iPhone Android

PROGRESS MESSAGESProgress messages will update the client on key steps in the transaction, such as “We have received your property searches back today and will be in touch shortly” or “Your wills have now been sent to you, please sign and return these at your earliest convenience”.

In order for your client to receive these messages you must have ticked the relevant box. When creating a client, or editing an existing client, these tick box options are in the communication panel;

If you tick both these options the client will get the message by both SMS and Email, so it’s usually worth choosing one or the other. If you have multiple clients, you can set these settings for all clients, and they will each get a copy of the progress message.To send these progress messages, simply tick the relevant task. “Progress” tasks will have a phone icon next to them. It will then confirm what has been sent.

ONE-OFF TEXTSYou can send one off SMS messages from the Documents Screen by clicking the New SMS button;

This will default to Client 1’s phone number, although you can select another client or even overwrite the mobile number to someone else, for example the occupier on a Convey matter, or a beneficiary on a Probate.

Any messages sent, will be stored in the Documents screen. The record of these SMS’s cannot be deleted.

ADMINSETTING UP YOUR FIRM NAMEIn OPTIONS>FIRM DETAILS>FIRM You can set the sender name that your SMS’s are delivered from. This is called Short Name. It is limited to 11 characters and it will remove any spaces. You can use some special characters like % or _.

SETTING UP PROGRESS MESSAGESThe easiest way to set up a progress message is to create a custom progress trigger.

Go into your tasks by clicking OPTIONS>[THE JOB JYPE YOU’RE IN (PURCHASE/SALE ETC]>TASKS

Open a task and go into the Triggered actions;

In here click ADD>DOCUMENTS>NEW SMS AND EMAIL (ACTIVE)

The default is (Custom), you can type your message directly in the custom message box. Some firms may have other options in this drop down, but they are maintained separately.

You can also add tokens into these messages, by clicking INSERT>TOKENS. For example, fee earner nickname. These “tokens” will populate with the relevant information when sent.

When sent;

BATCH PROCESSES/SCHEDULED JOBSRedbrick can also be set up to automacitally send a text message or email to your clients chasing things like quotes, or signed mortgage deeds. Some firms have used these to follow up purchase matters x days/weeks after completion with a “thanks for using us” text message, suggesting they also contact them to update the will for example.

If you’re interested in setting up this functionality, please contact your Redbrick Business Consultant.

Support

Tel: 01572 770 088

Email : Support@RedbrickSolutions.co.uk

Website : www.redbricksolutions.co.uk

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33-35 Pilings RoadOakhamRutland

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