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To send (either to yourself or others), simply add a desired message, input the recipient phone number and click “Send SMS”.
“WHY/HOW could I use this?”
There are many use cases for the usefulness of this capability. I will showcase one or two here to add some context to the Personal URL Automations feature:
Lets say you are an administrator for a company. You are regularly looking to collect documents or information from customers simply and securely, be it on an individual or “batch” basis.
For an individual customer, for example, you could send a “General Pull” automation from this portal using the customer's mobile number. Simply select, “General Pull” from the Link Type box, add the customer mobile number, add a message (ex: Hi Christine, please use the attached link to send photos or saved copies of your updated W-2 and Social Security card), and then click “Send SMS”.
The customer will then complete the process that is received inside the link (which included adding their name and a PULL feature to upload documents/photos).
Once complete, you as the administrator, will see a “Conversation” in your Botdoc portal labeled with the Name of the customer and inside will be the files you requested, ready for download. Simple as that.
From a “Batch Send” perspective, let's say you as the admin need to collect documents from many people (CPA in tax season, maybe?). If you send the link to yourself, you can then add and save the link into your Email Signature block. The advantage here comes when you need to batch send requests for documents you may need via email. It may read something like this:
“Hello there,
Tax season is approaching! Please use the link below to send me your updated W-2 and any other documents we will need to file for you this year.
Thank You!”
Because your link is saved into your Email Signature block you can batch send this email to 10, 50, 100, any number of people and they will all be able to use the provided link individually to complete your document request easily and securely.
As customers complete and respond, just as the individual example noted above, you as the administrator will see a “Conversation” in your Botdoc portal labeled with the Name of the customer and inside will be the files you requested, ready for download.