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Communication by SMS

Send SMS to an Individual User

Prerequisites

Before sending an SMS, ensure that:

  • The contact is available in the People module.

  • The SMS communication channel is configured.

  • An active SMS plan or recharge is available.

Follow the steps below to communicate with an individual contact via SMS.

Steps

  1. Go to the Chat module from the left-side navigation panel.

  2. Select the user tab.

Sample product
Screen-Chat Module
 3. Use the available filters such as Tags, Source, and Status to quickly locate the required contact.
4.Select the contact (Lead/Customer) to whom you want to send an SMS.
After selecting the contact, the right-side panel expands and displays:
  • Contact details
  • Communication channels
  • Chat history

Sample product

5.Click All Channels to open the list of available communication channels.
6.Select SMS as the communication channel.
Sample product

Screen – Select Channel


7.Click Compose

Sample product

Screen – Compose Message

8. (Optional) Click Sync Template to refresh and load the latest templates if the required template is not available in the template list.

9. Select the required SMS template from the drop-down list. The selected template content is automatically loaded into the message editor.

10. (Optional) Click Send Test Message to send a test SMS to a selected contact before sending it to the intended recipient.

11. (Optional) Click the Schedule tab to schedule the SMS for delivery at a specific date and time.

12. Click Send to deliver the SMS immediately or according to the scheduled date and time.


Sample product
Screen- Send Message

After the SMS is sent, users can view the communication history and the details of the sent message in the right-side panel.

 

Send SMS in Bulk to a Group or Segment

Prerequisites

Before sending bulk SMS messages, ensure that:

  • Contacts are added to a Group or Segment.

  • The SMS communication channel is configured.

  • An active SMS plan or recharge is available.

Follow the steps below to send SMS messages to a selected group or segment.

Steps

Go to the Chat module from the left-side navigation panel.

1.Screen – Chat Module

2.Select the Segments section.
Sample product
3.Choose the required segment (for example,Hot Leads) from the list.
After selecting the segment, the right-side panel expands and displays:
  • Segment details
  • Communication channels
  • Message history

Sample product
Screen-Select Segment

4. Click All Channels to open the list of available communication channels.

Sample product
Screen- All channel

5.Select SMS as the communication channel.
6.Click Compose.
Sample product
Screen- SMS channel

7. (Optional) Click Sync Template to refresh and load the latest templates if the required template is not available in the template list.

8. Select the required SMS template from the drop-down list. The selected template content is automatically loaded into the message editor.

9. (Optional) Click Send Test Message to send a test SMS to a selected contact before sending it to the intended recipient.

10. (Optional) Click the Schedule tab to schedule the SMS for delivery at a specific date and time.

11. Click Send to deliver the SMS immediately or according to the scheduled date and time.

Sample product
Screen- Send SMS

After the SMS is sent, users can view the communication history and the details of the sent message in the right-side panel.