Sending SMS Messages

Created by Christi Norfleet, Modified on Thu, 2 Feb, 2023 at 4:23 PM by Christi Norfleet

Creating SMS Message

Sending an SMS is a bit more simple than sending an email. There is nothing needed other than the SMS message itself!

Adding Custom Fields

You have the option to add custom fields to your messages to save time and utilize the power of your CRM custom fields!

Adding Files to SMS

You can add files and images to text messages by clicking this button and selecting the files from your computer.

Adding Emojis to SMS

You can add some flare to your text messages with emojis by clicking here! ????

Using SMS Templates

You can also create SMS templates in your CRM to cut down on response times. These templates are usually best suited for communications that are common or frequently asked.

Request Payment via SMS

You can now request payments from your customers or leads right from the conversations section of your CRM! Simply click this button and fill out the information in the pop-up to request payments!

Collapse Message Box

If you'd like to collapse this message box, you can simply click this icon.

Clear Text Box

To clear the text box and start over with a blank slate, simply click this button.

Send SMS

Send Now

You can decide to send your message immediately by clicking on Send Now button.

Scheduling Messages

You can also decide to schedule your message by clicking on the Timer icon beside the Send button. Once you click on the button, the schedule slot pops up where you can input the;

Date: The date you will like to send the message.
Time: Select the time you prefer.
Time zone: Input the time zone. You can either use the recommended time zones (your account or system timezone) or choose from the rest of the list.

Click on the Schedule button then click on Send Later to save it!

Cancel Scheduled Message

If you haven't clicked on the send Later button and you want to delete the scheduled message simply click on the Edit icon that shows when you save the scheduled message, then click on the Remove Message button.

If you already clicked the Send Later and you want to delete it, click on the 3 menu-dots beside the message thread, this will pop up the message details. Click on the Cancel Send button, it will ask you to confirm the delete. Make sure to cancel before the scheduled date.

Client Info

Here you can access the client's details and also edit the settings.

Full Name
The client's name will be displayed here.
Assigned User
****Here you will see the user assigned to this contact.
Phone Number
****If the client's phone number wasn't included with their info when they messaged, you can request it via chat and input it manually.
Email
****You can also input the client's email address here.

Add Tags

You can add tags to your client's info here

DND

To enable the "Do Not Disturb" option, click the "Configure" button to select the platforms you will be disconnecting the client from.

Active Campaign/Workflow

Add the client to an active campaign by clicking on the "+ add" button and selecting the campaign/workflow to which you would like to add them. You will also choose the event start date and time to run the campaign.

Create Opportunity

You can add the client to an opportunity here, just input the necessary info and click the "Add" button to save it.

Book Appointment

Once you click on the "Book Appointment" you will;
Select the team's calendar you would like to assign this client's appointment to, then
Choose the timezone, date, and time slot. You can decide to customize the Start and End times.
Input the appointment title. Click on "Show Notes" to see the appointment description.
Select the meeting location, you can either select Calendar Default or customize the location.
Select the appointment status; Confirmed or Unconfirmed.

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