How to Set Up Export Rules Using SMS

How to Set Up Export Rules Using SMS

Summary / Purpose

This article explains how to configure SMS in TransVirtual’s Export Rules and highlights the importance of checking your SMS credit balance before use. It is intended for users who want to send status updates (e.g., delivery notifications) via SMS.


Prerequisites

  • SMS credits must be available in your TransVirtual account.
  • Applies to clients using SMS notifications for consignment updates.

Step-by-Step Instructions

 1. Check Your SMS Balance First

Before setting up any SMS export rule, make sure your account has sufficient SMS credits.

  1. Navigate to Settings > TransVirtual Account > Rates & Modules
  2. Scroll to the SMS Balance section
  3. Click Add Funds if your balance is low or zero


Note: If your SMS credit is empty, no SMS messages will be sent, even if the rule is correctly set up.


 2. Set Up an SMS Export Rule

  1. Go to Import/Export > Data Export > Status Updates
  2. Click Create Rule or edit an existing one
  3. Set the Export Framework to SMS
  4. Click the Settings button to configure the message content and recipient

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  1. Use dynamic fields (e.g., @Model.ConsignmentNumber) to personalize the message
  2. Click Validate to preview your message and see how many SMS segments it will use

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💡 Tip: Keep messages concise to avoid extra charges. One SMS = 160 characters. Longer messages will be split and billed as multiple messages.


Troubleshooting Tips

  • No SMS sent?
    → Check your SMS credit balance. Rules won’t run if balance is zero.
  • Message looks correct but no delivery?
    → Re-validate the message to ensure formatting is correct.
  • Unexpected credit usage?
    → Use the Validate button to estimate cost per message before enabling the rule.

FAQs

Q: Can I send SMS to multiple recipients?
A: Yes, you can specify recipient fields dynamically in the export rule settings.

Q: How can I avoid running out of credits?
A:  Transvirtual does not have a built‑in reminder or email alert for low SMS credits. We recommend setting an external reminder (e.g., calendar notification or task list) to check your SMS balance regularly, or topping up after sending bulk notifications.

Q: Can I customize the sender name?
A: No, SMS messages will appear as sent by TransVirtual if no custom gateway is configured.


Related Articles / Resources


Tags / Metadata

  • Tags: sms-export, export-rules, status-updates, notifications
  • Audience: Operations
  • Last updated: 2025-07-24
  • Owner: Support Team