Sending SMS messages through your CRM is a powerful way to communicate directly with clients. From attaching files to personalizing messages with custom fields, you can streamline your outreach to meet each client’s needs effectively. Here’s a simple guide to sending, scheduling, and managing SMS messages from start to finish.

Sending an SMS Message #

To send an SMS message to a client, first access the Conversations section within your CRM. Then, locate and select the SMS option from a conversation card.

This action will prompt the appearance of a message box where you can compose your desired text. Simply input the message you wish to send and prepare it for delivery to your client.

Adding Emojis To SMS #

You can add emojis to your message by clicking the happy face icon.

You can search for a specific emoji by using the search bar, or by clicking on the category icons and scrolling through the emojis. If you would like to use multiple emojis in your message, simply repeat the process.

Adding Files To SMS #

If you need to send a document or image, click the paper clip icon to select “Attach files,” then pick an upload method and add your file.

Using SMS Snippets #

If you have saved SMS Snippets within your CRM, use them by clicking the paper icon in the message box. A drop-down menu will appear with your Snippets—select one, click Use Snippet, and your chosen message will populate in the text box, ready to be customized further if needed.

Including Trigger Links #

To add trigger links, click the lightning icon. Select the field you want to add, and it will auto-fill with the relevant client information when sent.

Adding Custom Fields #

For a personal touch, add custom fields based on the client’s information stored in your CRM. Click the tag icon to access a list of custom values.

NOTE: Blank custom values will not populate if no data is stored in the CRM for that field.

Request Payment Via SMS #

To request a payment, click the dollar sign.

Fill out the payment details in the pop-up window, then click “Copy link and mark as sent” to complete your request. This feature simplifies billing by making it part of your regular communication flow.

Clear Text Box #

If you need to start over, you can clear your current message by clicking the left-pointing arrow button. Be cautious with this option, as it will delete your message permanently.

AI Bot #

Activate the AI bot to respond to customer inquiries based on the operating mode you set in its settings.

Send SMS #

When it comes to transmitting your message, you have the flexibility to choose between two options: Sending it right away or scheduling it for a later time. This adaptability allows you to cater to various situations, whether it’s addressing urgent concerns or planning for future communications, ensuring that your messages reach their intended recipients at the most suitable moments.

Send Now #

For immediate communication, click the paper plane button and select the send option to deliver your message instantly. This option is great for quick updates or urgent responses.

Scheduling Messages #

To schedule your messages for later delivery, utilize the Timer icon positioned under the Send button.

Upon selecting this option, a scheduling window will appear, allowing you to input:

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

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

If you haven’t clicked the “Schedule” button and want to delete the scheduled message, click the Clear button.

The Schedule button finalizes the scheduling of the SMS message. Once you set the Date, Time, and Timezone for the message, clicking this button will confirm and save the scheduled time for the SMS to be sent automatically at the specified time.

Canceling a Scheduled Message #

You can avoid sending a scheduled message by clicking the Cancel option a-top the message.

The confirmation window will ask whether you’d like to proceed with canceling your scheduled message. Selecting the Yes button will cancel your scheduled message and delete it permanently, while selecting the No button will keep your scheduled message intact.

Unsent Messages #

If you close a conversation before sending a message, your draft will be preserved and ready when you return. To shrink your message box, click the line icon at the top of the message box.

With these SMS messaging features, your CRM helps you communicate more efficiently, whether you’re requesting payments, sending personalized messages, or managing multiple client interactions. This guide ensures that each message is as impactful as possible, keeping your client relationships strong and professional.

Frequently Asked Questions #

How do I send an SMS to a client? #

Access the Conversations section, select the SMS option from a conversation card, compose your message in the message box, then send it.

Can I attach files or images to an SMS? #

Yes. Click the paper clip icon, select “Attach files,” choose an upload method, and add your document or image.

How do I personalize an SMS with client information? #

Click the tag icon to access custom values and insert custom fields. Note that blank custom values will not populate if no data is stored in the CRM for that field.

Can I schedule an SMS to send later? #

Yes. Click the Timer icon under the Send button, set the Date, Time, and Time zone, click Schedule, then click Send Later to save it.

How do I cancel a scheduled SMS? #

Click the Cancel option atop the scheduled message and confirm with Yes. This permanently deletes the scheduled message, while selecting No keeps it intact.

What happens if I close a conversation before sending my message? #

Your draft is preserved and will be ready for you when you return to the conversation.