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How To Send An SMS
Creating an SMS Message:
To initiate the process of sending an SMS message to a client, you should begin by accessing the relevant conversation within your messaging platform. Next, look for and click on the SMS button positioned at the bottom left corner of the conversation window. This action will trigger the appearance of a message box where you can compose the text you want to send to your client.
Adding Custom Fields:
In order to personalize your SMS messages, you have the option to incorporate custom values based on information collected from forms, surveys, and appointment calendars related to your customers. Simply click on the + button icon located at the bottom of the message box. This action will open a dropdown menu presenting a list of custom values that can be inserted into your SMS message. Choose the desired value, and it will automatically appear in the message box. When sent, this value will be filled with the corresponding information from your CRM. If there's no information available for the custom value you've inserted, it indicates that a particular value is empty in your CRM. To create new custom values, you can access the Settings section of your CRM and select 'Custom Values.'
Adding Files to SMS:
To attach files or images to your SMS message, click on the paperclip icon located at the bottom of the message box, just below the custom values icon. This will open the file explorer on your computer, allowing you to select and include any relevant files or images. Follow the on-screen prompts to complete this process.
Adding Emojis to SMS:
Incorporating emojis into your message is also an option. Click on the smiley face icon at the bottom of your message box. You can search for a specific emoji using the search bar or explore various categories of emojis. If you want to use multiple emojis in your message, simply repeat the process.
Using SMS Templates:
To utilize an existing SMS template from your CRM, click on the paper icon at the bottom of the message box. A popup will appear, enabling you to select the desired template from a dropdown menu. Finally, click 'Use Template' to populate your message box with the chosen template.
Requesting Payment via SMS:
If you need to request payment from customers, click the money icon at the bottom of your message box. A popup will appear, prompting you to fill out the payment request details. After completing the required information, press the 'Copy link and mark as sent' button to finalize the process.
Collapsing the Message Box:
To minimize your message box, click on the icon in the top right corner, which resembles four corners. This action will collapse the message box and remove any content you've added. Ensure that you send or save the message before closing the box.
Clearing the Text Box:
If you decide to erase your current message and start over, simply click on the Clear button located at the lower right corner of your message composition area. It's important to think carefully before taking this step, as pressing the button will permanently delete your message, and it cannot be retrieved.
Sending SMS:
When it comes to sending your message, you have two options: immediate delivery or scheduling for a later time. This flexibility allows you to address various scenarios, whether they involve urgent matters or planned future communications, ensuring that your messages reach recipients at the most appropriate times.
Send Now:
To send your message instantly, locate the blue 'Send Now' button at the lower right corner of the message composition area. Clicking this button will promptly deliver your message to the intended recipient, ensuring efficient and timely communication without delay. This feature is particularly valuable for addressing urgent issues or responding to time-sensitive inquiries.
Scheduling Messages:
Alternatively, you can schedule your messages for later delivery by using the Timer icon next to the Send button. Upon clicking this icon, a scheduling window will appear, allowing you to specify the date, time, and time zone for sending the message. Click the 'Schedule' button, followed by 'Send Later' to save your scheduled message.
Canceling a Scheduled Message:
If you wish to cancel a scheduled message that has not been sent yet, simply click on the 'Cancel' button.
To cancel a scheduled message, hover over the scheduled SMS message and click on the three dots located to the right. A window will appear displaying all the details of your scheduled message, and you can click on the blue 'Cancel Send' button. A confirmation window will appear, asking whether you'd like to proceed with canceling your scheduled message. Selecting the red 'Yes' button will cancel your scheduled message and permanently delete it, while choosing the white 'No' button will retain your scheduled message.
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