Instructions to Use Ad-hoc Texting

Follow these steps to
Use the Ad-hoc Texting tool within SiteLink.

To Create a Custom SMS Form:

  1. Sign into SiteLink Web Edition
  2. Click "Company"
  3. Click "Setup"
  1. Click "Form Setup"
  1. Click "+ Add" under "Letter" on the right-side of the screen
  1. Click "Add HTML Form"
  1. Type a short message (you'll type the actual SMS message later)
  2. Click the save icon
  1. Type a custom name for the new form (ex. "SMS - New Gate Code" or "SMS - Happy Birthday" or "SMS - Maintenance", etc.)
  2. Click "OK"
  1. Go back to "Form Setup"
  2. Select the new form you created
  3. Click "Edit" under "SMS" on the right-side of the screen
  1. Create your SMS message. (You can use Keywords that will automatically insert items like Tenant Name, but keep in-mind there is only a maximum of 160 characters).
  2. Check the box "Used at this site"
  3. Click "OK

To Use the Custom SMS Form

  1. Sign into SiteLink Web Edition
  2. Click "Company"
  3. Click "Forms" under "Re-Print"

On "Print Documents" screen:

  1. Select the custom SMS form you created
  2. Check the box next to each tenant you want to text or check the "All" box under "Selection" on the right-side of the screen
  3. Select the "SMS" bubble on the right-side of the screen
  4. Click "Process"*

*We suggest you test the new SMS form on a Unit where you have your own mobile phone number entered in the Mobile field.

SMS messages will only be sent to customers who have a mobile phone number entered into the Mobile field and who have the Opt-in box selected. If a tenant has ever Opted-out to any prior text message, they will not receive any future text messages.