A text message telling them their statement is now available. That message carries no file.
How to send account statements to your customers over WhatsApp
Send PDF account statements to your customers over WhatsApp. By SMS or email, Textra sends a text notice that the statement is available, with no attached file. Each customer receives the notice with a detail of their own and you see the delivery status of each one.
How a statement notice is put together
Import your customers
A CSV with a phone number or email and the attributes you need, such as the account type or the statement month.
Build the audience
Combine conditions on those attributes and check the preview with the count and a sample.
Choose channel and date
WhatsApp, SMS or email, at once or scheduled for a future date and time that you can change or cancel.
Check the notices
You see which notices were delivered, recipient by recipient, and the send's report.
Illustrative example
A mutual and the notice of its monthly statement
- A mutual's administration team imports a CSV with each member's email, name and statement month.
- It builds an audience with the members who have a statement that month and checks the count.
- It schedules a notice by email for a future date and time.
- Each member receives a text with their name telling them their statement is available, and the team later checks which notices were delivered.
Frequently asked questions about account statements
Yes. You build an audience with a condition on an attribute, such as the month, and check the count before sending.
Yes: the date and time are in the future and you can change them or cancel the notice. Sends do not repeat by themselves: a new one is scheduled each month.
Each notice keeps its delivery status, and you can look at the send's report.
Keep reading
Let's look at your statements
Tell us how statements reach your customers today and we will show you how the send would be set up in Textra.