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Why are my Emails / SMS not being sent?

Marketing & notification preferences can stop messages being sent

Dr Askari avatar
Written by Dr Askari
Updated over 2 years ago

If clients tell you that they are not receiving their messages, ask them to check their junk folder. If this happens repeatedly, read the article "Why do my emails go into spam / junk folders?".

Next, check the communications tab in their client card. If they do not appear here, the messages are not being sent. If they are present in this tab, the messages are being triggered by Collums.

There are 2 types of messages that can be sent from Collums:

  1. Notifications - these are listed in admin/notifications are are sent to notify clients about actions such as confirmation of appointment booking or reschedule.

  2. Marketing - these are created in the marketing module and are usually triggered by a purchase event e.g. purchased x service y weeks ago.

In order to receive a notification, clients must have their notification preferences on (these are set for both email and SMS).

In order to receive a marketing message, clients must have their marketing preferences on (these are set for both email and SMS).

Setting marketing & notification preferences

This is done either by:

  1. Clicking the pencil by the client's name in general tab of their client card

  2. Clicking the client name in admin/clients

Overriding marketing preferences

There may be rare important messages that you need to send to all your clients. You can do this by selecting "Ignore client marketing preferences" in the last step of sending a marketing campaign.

Be very careful about using this option due to GDPR rules.

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