How do I send an SMS using an SMS Template?
Note: You can send an SMS only if there is a valid phone number available in their record.Follow these steps to send an SMS message to a contact, lead, or the number in your organization record: - Log in to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Click Contacts. The Contacts List View appears.
- Hover over the required contact and click the SMS icon.
- Enter or select information for the following:
- Select Phone Number: Select the contact's phone number from the drop-down.
- Note: Ensure that the phone number is in international E.164 format.
- Select SMS Gateway: Select the required SMS provider from the drop-down.
- Message: Enter the content of the message.
- Enter the message manually.
Or - Select the SMS template from the drop-down.
- Note: Merge tags only work if you use them in an SMS template.
- Insert Links: Select the required type of link to insert in the message.
- Click Send.
You will see a success message in the top right corner once your message is sent successfully.