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SMS Messages Documentation

Menu Location: Tools > SMS Messaging > Queue (sms-pending.php)

Access Level: Customer Service / Manager

Last Updated: 2026-03-01


Overview

The SMS Messages page manages your text message queue. View pending and sent SMS messages, monitor delivery status, and control the automated SMS system.

Primary Functions:

  • View SMS message queue
  • Monitor pending and sent messages
  • Send pending messages immediately
  • Delete messages from queue
  • Track SMS delivery success/failure
  • View SMS statistics

Page Layout

Header Section

  • SMS On/Off Toggle: Enable or disable SMS system
  • Send Pending Now: Manually trigger SMS sending
  • Settings Link: Configure SMS service
  • Search Bar: Find specific messages

Status Filter

  • Pending: Messages waiting to be sent
  • Sent: Successfully delivered messages
  • Failed: Messages that couldn't deliver
  • All: Complete message history

Statistics Dashboard

  • Active Cell Numbers: Customers with SMS enabled
  • Messages Incoming (30 days): Received from customers
  • Messages Sent (30 days): Delivered to customers

SMS Queue System

How SMS Sending Works

Automatic Process:

  1. System generates SMS messages
  2. Messages added to queue
  3. Queue processes batches every 10 minutes
  4. Sends during allowed hours (typically 9am-6pm)
  5. Marks messages as sent or failed
  6. Retains history for 14 days

Batch Size:

  • Sends limited number per batch (e.g., 100 messages)
  • Prevents carrier throttling
  • Ensures reliable delivery

Estimated Queue Time: Shown at top of page based on pending count and batch size.


Viewing Messages

Table Columns

  • Created: When message was generated
  • SMS ID: System identifier
  • Cust ID: Customer receiving message (clickable link)
  • Date Sent: When delivered (or "pending"/"failed")
  • To: Customer phone number
  • Message: Text content
  • Options: Delete button

Message Statuses

Pending:

  • In queue, not yet sent
  • Will process in next batch
  • Shows "pending" in Date Sent column

Sent:

  • Successfully delivered
  • Shows delivery timestamp
  • Includes carrier SID (message ID)

Failed:

  • Delivery failed
  • Shows red "failed" label
  • Includes error message
  • Common reasons: Invalid number, carrier block, opt-out

Managing SMS Queue

Send Pending Now

Click button to immediately process queue:

  • Bypasses normal schedule
  • Sends all pending messages
  • Respects batch limits
  • Useful for urgent communications

Delete Messages

Individual: Click delete icon (red X) to remove message from queue

Bulk Delete: Click "DELETE ALL" button to clear entire pending queue

  • Confirmation required
  • Only deletes pending (not sent) messages
  • Cannot be undone

Search & Filtering

Search Function

Search by:

  • Customer ID
  • Phone number
  • Message content

Usage:

  1. Enter search term
  2. Select status filter
  3. Click "Search"
  4. View filtered results

Filter by Status

Choose from dropdown:

  • Pending (default)
  • Sent
  • Failed
  • All

SMS Statistics

Active Cell Numbers

Count of customers with:

  • Cell phone on file
  • SMS opt-in active
  • Valid, verified number

Message Metrics

Incoming (30 days): Messages received from customers responding to your SMS

Outgoing (30 days): Messages delivered to customers from system

Use for:

  • Track SMS engagement
  • Monitor program growth
  • Justify SMS investment
  • Identify trends

Common Use Cases

Use Case 1: Monitor Daily SMS Queue

Goal: Ensure messages are processing normally

Steps:

  1. Go to SMS Messages page
  2. Check pending count
  3. Review estimated queue time
  4. Check for unusual failures
  5. Investigate any errors
  6. Ensure SMS toggle is ON

Use Case 2: Send Urgent Message Immediately

Goal: Bypass normal queue for time-sensitive message

Steps:

  1. Create SMS to customers (via another tool/page)
  2. Go to SMS Messages queue
  3. Verify messages in pending
  4. Click "Send Pending Now"
  5. Messages process immediately
  6. Confirm sent status

Use Case 3: Troubleshoot Failed SMS

Goal: Resolve delivery failure

Steps:

  1. Filter by "Failed" status
  2. Review failed messages
  3. Check error messages
  4. Common issues:
    • Invalid phone format
    • Customer opted out
    • Carrier block
    • Twilio service issue
  5. Correct customer phone number if invalid
  6. Respect opt-outs (don't retry)
  7. Contact support for carrier issues

SMS Settings

Click "Settings" link to configure:

  • Twilio credentials
  • SMS sending window (hours)
  • Opt-out keyword handling
  • Phone number validation
  • Message templates

Troubleshooting

Messages Not Sending

Check:

  • SMS toggle is ON
  • Twilio configured correctly
  • Sending window allows current time
  • No carrier outages
  • Sufficient Twilio credits

All Messages Failing

Likely Causes:

  • Twilio credentials expired
  • Twilio number deactivated
  • Account suspended
  • Service outage

Solution:

  1. Verify Twilio account status
  2. Check credentials in Settings
  3. Test with single message
  4. Contact Twilio support if needed

Customer Not Receiving SMS

Check:

  • Customer has cell number on file
  • Number is valid format
  • Customer hasn't opted out
  • Message not in spam filter
  • Carrier not blocking

Best Practices

Queue Management

  • Monitor queue daily
  • Address failures promptly
  • Don't let queue back up
  • Clear old messages periodically

Message Timing

  • Respect sending windows
  • Don't send too early/late
  • Consider time zones if applicable
  • Use "Send Now" sparingly

Compliance

  • Honor opt-outs immediately
  • Include opt-out language
  • Don't send marketing after opt-out
  • Keep records of consent

  • SMS Settings (brinks.php) - Configure SMS service
  • Customer SMS History (customer-sms.php) - Individual SMS history
  • Twilio Incoming - View customer replies

Quick Reference

Task Action
View pending Default view shows pending
Send immediately Click "Send Pending Now"
Check failures Filter: Failed
Search customer Enter customer ID > Search
Delete message Click red X icon
Clear queue Click "DELETE ALL" > Confirm
Enable/Disable SMS Toggle switch at top
View settings Click "Settings" link

FAQs

How often does the queue process?

Every 10 minutes during allowed sending hours.

Can we send SMS outside business hours?

Not by default. System typically limits to 9am-6pm to respect customers.

What happens when customer replies STOP?

They're automatically opted out. Future messages are blocked.

How much do SMS messages cost?

Depends on Twilio pricing. Typically $0.0075-$0.01 per message.

Can we see customer replies?

Yes, check Twilio Incoming page for responses.


Change Log

2026-03-01

  • Initial documentation created
  • Covered queue management and monitoring
  • Documented status types and troubleshooting
  • Added SMS best practices

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.