Documentation

Send SMS to client

Send an SMS message directly to a specific Symba Microbanking client using their registered mobile phone number.

Prerequisites

  • Log in to Symba Portal with a user account that has the "Send Client Message" authorization
  • The client must be active in Microbanking and have a valid mobile phone number
  • At least one SMS integration must be enabled

Accessing from Client View

The easiest way to send an SMS to a client is directly from the Microbanking client view:

  • Log in to Symba Microbanking
  • Navigate to the client's detail page
  • Click the menu button in the client header
  • Select "Send SMS Message"
  • A new tab opens in Symba Portal with the client information pre-filled

Steps

  • In Symba Portal, navigate to "Messages" → "Send SMS to Client"
  • The client information is displayed:
    • Client name with link to Microbanking (opens in new tab)
    • Phone number that will receive the message
  • Enter your message in the message field:
    • The encoding badge shows whether GSM-7 or Unicode is being used
    • The character counter shows used/limit and remaining characters
    • If your message requires multiple parts, this is indicated in orange
  • Click "Send SMS"

The message is sent immediately and you can view its status in the Messages list.

Message Encoding

The message field automatically detects the encoding:

  • GSM-7: Displayed with blue badge, allows 160 characters (153 per part for multi-part)
  • Unicode: Displayed with blue badge, allows 70 characters (67 per part for multi-part)

Extended characters in GSM-7 (^{}[~]|\€) count as 2 characters. The counter accounts for this automatically.

Tips

  • Keep messages under one message part when possible to minimize costs
  • The character counter turns orange when your message will be sent as multiple parts
  • Hover over the encoding badge or character count for detailed information
  • Use the client link to verify phone number accuracy before sending

Error Handling

If the SMS fails to send:

  • The client must be in "Active" status in Microbanking
  • The phone number must be in valid international format
  • Check that the client's mobile number is correctly registered

Contact Symba Global Support if you continue to experience issues.

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