WP ERP

WP ERP the membership plugin for WordPress. We have tried to make easier to sms notification and reminders to users through WP ERP by following easy steps.

WP ERP to customer

Steps to send sms notification to user.

• Navigate to SMS Alert plugin.
• Enable and modify the SMS content for sending message to customer.
• Click on save changes.

FAQ’S

1. 1. What does this integration allow me to do?

   This integration lets you send SMS notifications to users (contacts) when their status changes within WP ERP’s CRM module — for example when a lead becomes a customer, etc.

2. 2. Which user-status change events are supported?

   Currently supported events (for SMS to customer/user) include:
   – When user status is changed to Customer.
   – When user status is changed to Lead.
   – When user status is changed to Opportunity.
   – When user status is changed to Subscriber.

3. 3. How do I enable SMS notifications for WP ERP users?

   1. Go to the SMS Alert plugin in WordPress.
   2. Navigate to the “WP ERP” integration section.
   3. Enable and modify the SMS template for sending message to the user/customer.
   4. Click Save Changes.

4. 4. Can I send notifications to admins when statuses change?

   The article focuses on “WP ERP to customer” (i.e., SMS to the user). If you need SMS notifications to admins, you may need to check if the SMS Alert plugin supports that for WP ERP or implement a custom hook.

5. 5. What should I check if SMS notifications are not being sent?

   Troubleshooting steps:
   – Confirm that the SMS Alert plugin is configured properly (gateway credentials, sender ID, account credits).
   – Ensure the user status change event in WP ERP actually occurs (e.g., Lead → Customer).
   – Verify that the SMS template for the status event is enabled and saved.
   – Ensure that the user’s mobile/phone number is captured in WP ERP and in a format recognised by SMS Alert.
   – If you’re in a regulated region (e.g., India), make sure sender ID and templates comply with local telecom / DLT norms.

6. 6. Are there special limitations or considerations?

   – Only the four events listed above (Customer, Lead, Opportunity, Subscriber) appear supported. If you have custom statuses, they may not trigger SMS by default.
   – Because this is for CRM status changes, make sure your WP ERP setup is correctly tracking those status transitions.
   – Be mindful of SMS costs — status changes may happen frequently depending on your workflow.
   – For regulatory compliance (especially in India): sender ID registration, correct template approval, transactional vs promotional SMS classification must be considered.

7. 7. How do I quickly get started (checklist)?

   1. Ensure WP ERP is installed and CRM/Contacts module is active.
   2. Install & configure SMS Alert plugin: set gateway credentials, sender ID, test SMS working.
   3. In SMS Alert, go to the WP ERP integration section.
   4. Enable SMS for the supported user-status change events you want.
   5. Edit the SMS template (e.g., “Hi {first_name}, your status is now Customer.”).
   6. Save the settings.
   7. Test: in WP ERP change a contact’s status to one of the supported statuses and verify SMS receipt.
   8. Monitor SMS delivery, check credits, and refine message content.