Sending SMS messages through your CRM is a powerful way to communicate directly with clients. From attaching files to personalising 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.
To send an SMS message to a client, first access the Conversations section within your CRM. Then, locate and click the SMS button situated at the bottom left corner of the conversation window.
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.
If you need to send a document or image, simply click the paperclip icon at the bottom of the message box. This will open your computer's file explorer, where you can choose the files or images you wish to attach to your SMS.
You can add emojis to your message as well by clicking on the Smiley face icon at the bottom of your message box. You can search for a specific emoji by using the search bar, or 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.
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 customised further if needed.
To request a payment, click on the money icon in the message box. Fill out the payment details in the popup 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.
For a personal touch, add custom fields based on the client’s information stored in your CRM. Click the “+” icon to access a list of custom values. Select the field you want to add, and it will auto-fill with the relevant client information when sent.
NOTE: Blank custom values will not populate if no data is stored in the CRM for that field.
If you need to start over, you can clear your current message by clicking the Clear button in the lower right corner. Be cautious with this option, as it will delete your message permanently.
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.
For immediate communication, click the Send button in the bottom right corner to deliver your message instantly. This option is great for quick updates or urgent responses.
Additionally, you have the option to schedule your messages for later delivery by utilizing the Timer icon positioned beside the Send button. Upon clicking this icon, 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 on the "Send Schedule" button and you want to delete the scheduled message, simply click on the Cancel button.
The Send 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.
To cancel a scheduled message, hover over the scheduled SMS message and click on the three dots located to the right, then click on Details. A window will appear with all the details of your scheduled message, and you can click on Cancel Send.
This confirmation window follows this prompt, asking whether you'd like to proceed with canceling your scheduled message. Selecting the red Yes button will cancel your scheduled message and delete it permanently while selecting the white No button will keep your scheduled message intact.
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 on the icon in the top right corner - it's shaped like four corners. This will collapse the message box and clear any content that you have added - so make sure to send or save the message before closing the box.
With these SMS messaging features, your CRM helps you communicate more efficiently, whether you’re requesting payments, sending personalised messages, or managing multiple client interactions. This guide ensures that each message is as impactful as possible, keeping your client relationships strong and professional.
