fmESignature Link (DocuSign Edition) Now Supports SMS Delivery

When DocuSign recently announced the availability of SMS Delivery we knew this would definitely be a feature we would be supporting in fmESignature Link (DocuSign Edition), our Claris FileMaker Solution for integrating with the DocuSign eSignature Platform. Databuzz pioneered the sending of SMS messages directly from the FileMaker Platform 20 years ago and fmSMS, our FileMaker solution for sending/receiving SMS messages, has been used since then to send millions of SMS messages by organisations all around the world.

SMS is perfect for personalised notifications that you need the recipient to read and respond to quickly. Research shows that SMS open rates are as high as 98%, compared to just 20% of all emails. And, on average, it takes 90 seconds for someone to respond to a text and 90 minutes to respond to an email.

With DocuSign’s SMS delivery you can reach signers wherever they are, in the way they prefer, through real-time notifications sent directly to their mobile device – enabling them to quickly open and electronically sign documents. Some key benefits of SMS delivery:

  • Reduce completion time for agreements
  • Reach signers who don’t have or don’t want to use email
  • Increase successful transaction rates

fmESignature Link 1.41 includes support for sending requests with SMS Delivery. SMS Delivery allows you to notify signers via SMS in addition to the standard email notifications. Recipients will receive an SMS notification on their mobile phone like the following:


and can click the link and sign the document directly on their mobile device. Combined with DocuSign’s Responsive Signing functionality you can present documents for review and signing that are mobile friendly based on the signer’s device:

We have a new article on our support site that covers all the details for sending requests with SMS Delivery from fmESignature Link.

The full list of changes are listed in the version history notes here. Existing customers can download this version from the link on your original order email (contact us if you need the link to be reset etc).

fmSMS Now Supports Beem Africa SMS Gateway

fmSMS, our FileMaker solution for sending and receiving SMS messages from the Claris FileMaker Platform, has been updated to support the Beem Africa SMS Gateway based in Tanzania.

Beem have created an integrated communications & financial services platform with the largest mobile network operator reach in Africa, helping businesses drive their success quickly throughout the African continent.

You can download a trial version of fmSMS to test with the Beem Africa SMS Gateway from the fmSMS website.

fmSMS Now Supports TeleSign SMS Gateway

fmSMS, our FileMaker solution for sending and receiving SMS messages from the Claris FileMaker Platform has been updated to support the TeleSign SMS Gateway based in the USA.

TeleSign Two-Way SMS enables businesses to send and receive text messages from customers in 84 countries around the globe in order to provide support and engage them in the most ubiquitous method available.

You can download a trial version of fmSMS to test with the TeleSign SMS Gateway from the fmSMS website.

Sending Messages from FileMaker to WhatsApp Users with Twilio

 

Last month I attended the Twilio Engage + Superclass events in Melbourne, Australia. This was my second Twilio Engage event after attending last year’s Sydney event, but my first Superclass session. Superclass is hands-on training for developers to learn how to use all things Twilio, with Twilio engineers on hand to help as you work through code challenges in TwilioQuest, their self-paced training video game. The use of TwilioQuest makes the day lots of fun with your awards flashing up on the big screen every time you compete a new challenge.

Even though I’ve been developing with the Twilio APIs for many years ( see my article from last year about how we’ve integrated FileMaker with Twilio for two-way messaging, voice calling, number lookups and polling for incoming messages) it’s always great to spend a day away from work with other developers and the Twilio staff to learn new skills and immerse yourself in the content without distractions.

My aim for this year’s Superclass was to spend time learning some of the other Twilio APIs that I wasn’t very familiar with, with a particular focus on the Twilio API for WhatsApp. I was aware that Twilio had recently launched the API for WhatsApp which allows you to send SMS messages directly to WhatsApp users – there are over 1.5 billion people using WhatsApp – and I was keen to see if I could get this working from fmSMS, our FileMaker solution for sending and receiving SMS messages from the FileMaker platform.

The Twilio API for WhatsApp is currently in beta and you can use their Sandbox to setup access from a Twilio number and start sending messages using their sample templates. The API works in a similar fashion to their standard Message API and I was able to get up and running quickly and send my first message from fmSMS to my WhatsApp account. Here’s a screenshot showing the message I sent from fmSMS:

and here’s how it appears in the WhatsApp app on my iPhone:

I then enabled a Webhooks for incoming messages and was then able to receive incoming messages from WhatsApp back in to fmSMS. You can learn more about pricing for the Twilio API for WhatsApp here and API documentation here.

Once the Twilio API for WhatsApp is out of beta and you can easily request your own numbers we’ll definitely be adding this as another supported Gateway for fmSMS. We’ve put together a short video showing sending and receiving messages between FileMaker and WhatsApp in action:

fmSMS Now Supports New Quiubas SMS API

fmSMS now supports the new Quiubas SMS API. Quiubas originally started as an SMS Gateway delivering to Mexico and now delivers to other countries in Latin America, including:

  • Argentina
  • Bolivia
  • Brazil
  • Chile
  • Colombia
  • Costa Rica
  • Cuba
  • Dominican Republic
  • Ecuador
  • El Salvador
  • Guadalupe
  • Guatemala
  • Haiti
  • Honduras
  • Martinique
  • Mexico
  • Nicaragua
  • Panama
  • Paraguay
  • Peru
  • Puerto Rico
  • Uruguay
  • Venezuela

You can download a trial version of fmSMS to test with the Quiubas SMS Gateway from here – please get in touch if you have any questions about using fmSMS and the updated Quiubas SMS Gateway

fmSMS Updated for Telstra Messaging API v2

Back in 2015 Telstra, Australia’s biggest mobile phone operator, launched a beta of their SMS Messaging API and fmSMS was one of the first commercial solutions to support the Telstra API. Telstra have recently released v2 of their Messaging API which includes a number of new features including:

  • dedicated number: you can provision an Australian mobile number for your account via the API
  • send SMS and MMS messages
  • receive messages to your dedicated number
  • delivery status: query the delivery status of your messages
  • callbacks: automatic notifications of message delivery status to a callback URL
  • alphanumeric sender ID support
  • concatenation: send messages up to 1900 characters long and Telstra will automatically segment and reassemble them
  • scheduled delivery: delay the delivery of submitted messages

Now that the Messaging API is out of beta there are a number of plans to choose from. You can start with a free trial which includes 1000 free messages and a dedicated mobile number. They also have a PAYG plan with no fixed term contract and messages are 6c per message, as well as an Enterprise plan.

You can download a trial version of fmSMS from the fmSMS website to test the Telstra SMS API using their Free Trial. When you purchase fmSMS you get the PHP files to use for automatic delivery status updates and automatic replies into fmSMS. Please contact us if you have any questions about fmSMS and the Telstra Messaging API.

fmSMS and FileMaker Cloud

FileMaker Cloud, FileMaker Inc’s cloud-based platform for managing and running custom apps, was officially launched one year ago this month. FileMaker Cloud gives you the simplicity and performance of the FileMaker Platform without spending time and resources deploying and maintaining a server

FileMaker Cloud runs on the Amazon Web Services Cloud (AWS) and was originally only available for customers in the United States and Canada (AWS Regions of Oregon and N. Virginia). This was extended to Europe, the Middle East and Africa in March 2017 (AWS regions of Ireland and Frankfurt) and Japan, Canada and Australia in July 2017 (AWS regions of Sydney, Canada and Tokyo).

There are a number of important differences between FileMaker Cloud and the traditional version of FileMaker Server for Mac/Windows – it’s worth remembering that FileMaker Cloud is not FileMaker Server as not all FileMaker Server features are available in FileMaker Cloud. FileMaker have a comparison between FileMaker Server and FileMaker Cloud that outlines the differences in various categories – some of the features of FileMaker Server not currently available in FileMaker Cloud that have implications for fmSMS include:

  • Custom Web Publishing with PHP and XML
  • Scheduled Scripts in the FileMaker Server Admin Console

There are no issues using a FileMaker Cloud hosted version of fmSMS and the FileMaker Pro client application to send messages as all communication with the SMS Gateway when sending messages is handled by FileMaker Pro. We’re currently working on support for using Perform Script on Server – this requires a new Linux version of the plug-in to run under FileMaker Cloud which runs on CentOS Linux.

We’re currently testing this and hope to have an update shortly. Please note that server side schedule scripts are not currently supported on FileMaker Cloud – you will have to use Perform Script on Server for any server side script operations. Perform Script on Server is used by FileMaker Go and FileMaker WebDirect clients when accessing a hosted version of FileMaker Server to send messages. Now that FileMaker Pro v16 includes native support for JSON and cURL we will be able to use native functions to communicate with the SMS Gateways without requiring a FileMaker plug-in, so FileMaker Go and FileMaker WebDirect clients will be able to send messages directly without having to perform server side scripts that required a plug-in to be installed on FileMaker Server.

For receiving incoming messages/replies most of the SMS Gateways push incoming messages to a PHP file running on your FileMaker Server/Web Server. This uses the Custom Web Publishing with PHP feature of FileMaker Server – FileMaker Cloud does not support Custom Web Publishing so you will not be able to use the FileMaker Cloud to receive incoming messages using the supplied PHP pages. Some SMS Gateways do allow you to ‘poll’ periodically for new messages and download these from the SMS Gateway – see our Getting Started guide for further details.

We’re also investigating using the new FileMaker Data API to receive incoming messages – this is currently offered as a trial version with FileMaker Server v16 and is not currently available with FileMaker Cloud, so we will most likely wait until FileMaker Inc. release the shipping version and have finalised the licensing model and included this with FileMaker Cloud.

Reduce No-Shows with SMS Appointment Reminders

If you’re running an appointment based business you’re probably painfully aware of the cost of no-shows and missed appointments. Whether you’re taking bookings for an office based business (doctor, dentist, hairdresser etc) or for onsite appointments (building inspections, electricians, plumbers etc) it’s important to have a system in place to remind your customers about the upcoming appointment in advance.

Integrating reminders into the daily workflow of your appointment based business has a number of important benefits:

  • decreases appointment no-shows. We’re all human and sometimes we just forget to enter the appointment into our diary, but being reminded helps prevent no-shows or gives customers a chance to cancel or reschedule. It also allows you to fill your calendar if someone cancels with other waitlisted customers
  • maximises the convenience to the customer by allowing them to receive reminders on their mobile phone which they generally have with them at most times. They can also choose to respond if necessary from their phone at a time of their choosing
  • reduce the number of outbound and inbound calls and staff playing telephone tag

SMS messaging has emerged to be a preferred channel for customer communication including appointment reminders. I personally receive SMS reminders for the majority of my appointments (everything from car repairs/servicing to dental appointments). There are a number of advantages of SMS appointment reminders including:

  • SMS/TXT messaging is available on every mobile phone – there’s no need to download an app. It will work just as well on a Nokia from the 1990s as it will on the latest iPhone or Samsung Galaxy and doesn’t require an Internet/data connection
  • sending txt messages is immediate and asynchoronous – it doesn’t require you and your customer to be talking to each other at the same time. You can send an appointment reminder to a customer and they can read the message and reply if needed at a time that is convenient to them
  • 90% of SMS messages are read within 3 minutes of being received and have a a 5X higher open rate than email
  • Cost effective – compared to a physical mail out or phone calls SMS appointment reminders are very cost effective

We’ve helped many small businesses implement an SMS based appointment reminder system into their daily workflows, including:

  • a removal business sends appointment reminders to both customers and truck drivers 2 days in advance confirming the upcoming appointment
  • a hairdresser automatically sends out appointment reminders 3 days before each appointment using a FileMaker Server scheduled script
  • a physiotherapist sends out birthday congratulations to all their customers automatically on their birthday with special offers using a FileMaker Server scheduled script

Appointment reminders can be sent by a staff member each day (for example to remind everyone about appointments tomorrow) or scheduled to be sent automatically by FileMaker Server. You can also take advantage of 2 way messaging to allow your customers to send a reply via SMS which is routed directly back into your FileMaker solution. One customer was able to replace a process that took 2 staff members over 90 minutes to contact all customers to confirm their appointments for the next day with an automated SMS reminder system that sends out hundreds of appointment reminders in under 5 minutes.

If you would like to discuss integrating SMS appointment reminders into your FileMaker solution please contact us for a free initial consultation to discuss your requirements. Our fmSMS solution is also available if you would like to have your existing in-house/external FileMaker developer perform an integration using our ready made solution.