FAQs in this section
What is SHORT MESSAGE PEER-PEER or SMPP?
What are SMS Templates?
How are SMS Templates used in Vtiger CRM?
How are SMS Templates useful for businesses?
What is a Merge Tag?
How are Merge Tags used in SMS Templates?
In which editions of CRM are SMS Templates available?
What are the benefits of using SMS Templates?
How do I install the SMS Notifier add-on?
How do I merge tags in my SMS Template?
How do I create an SMS Template?
How do I edit an SMS Template?
How do I delete an SMS Template?
How do I send an SMS using an SMS Template?
What are Merge Tags?
How do Merge Tags work?
Is there a case study on how Merge Tags are used in a business SMS?
How do I use Merge Tags in an SMS Template?
What is an SMS Task in a workflow?

How do I manage SMS messages in Vtiger CRM?

The SMS Messages module in Vtiger CRM allows you to manage all aspects of your SMS communication with contacts efficiently. You can:
  • View and Track Messages
    • See all sent, received, and scheduled SMS messages in one place.
    • Track delivery status, timestamps, and responses for better follow-up.
  • Organize Messages
    • Categorize messages by contact, campaign, or purpose.
    • Filter and search messages to quickly find specific communication.
  • Send Messages
    • Single messages: Send individual messages for personal communication like meeting requests or updates.
    • Bulk messages: Use workflows to send SMS to multiple contacts at once, e.g., campaigns, promotions, or announcements.
    • Automated SMS via workflows: Schedule messages to be sent automatically based on triggers, dates, or events.
To learn more about SMS Messages in Vtiger CRM, click here.
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