Step-by-Step Guide to Sending SMS Messages

Crafting Your SMS Message

To send an SMS to a client, start by navigating to the relevant conversation in your messaging platform. Once there, you'll find the SMS button located at the bottom left of the conversation window. Clicking this button will open a message box where you can type your message. Enter your desired text to prepare it for sending to the client.

Incorporating Custom Fields

Personalize your SMS by inserting custom values derived from customer data collected through forms, surveys, or appointment schedules. To do this, click on the "+" icon at the bottom of the message box. A dropdown menu will appear, offering various custom values that you can integrate into your SMS. Select the desired value, and it will automatically populate in the message box. When sent, the placeholder will be replaced with the corresponding information from your CRM. If a field is blank, it indicates that the specific data is missing in your CRM. You can add new custom values by going to the Settings section in your CRM and selecting 'Custom Values.'

Attaching Files to Your SMS

To include files or images in your SMS, click on the paperclip icon found at the bottom of the message box, right beneath the custom values icon. This action will open your computer’s file explorer, where you can choose the files or images you wish to attach. Follow the on-screen prompts to complete the attachment process.

Adding Emojis to Your Message

Enhance your message with emojis by clicking the smiley face icon at the bottom of the message box. You can either search for a specific emoji using the search bar or browse through different categories by clicking the icons. To insert multiple emojis, repeat this process for each one.

Utilizing SMS Templates

If you have pre-designed SMS templates in your CRM, you can use them by clicking on the paper icon at the bottom of the message box. This will open a popup where you can select the template you'd like to use. Choose your template from the dropdown menu, then click 'Use Template' to load it into the message box.

Sending Payment Requests via SMS

To request a payment from a client, click on the money icon at the bottom of your message box. A popup will appear where you can enter the payment details. Once all necessary information is filled out, click 'Copy link and mark as sent' to finalize the process.

Collapsing the Message Box

If you wish to minimize the message box, click on the icon in the top right corner that resembles four corners. This will shrink the message box and clear any unsent content, so ensure your message is either sent or saved before doing so.

Clearing the Text Box

If you decide to discard the current message and start fresh, click the 'Clear' button located at the bottom right of the message composition area. Be cautious with this action, as once the message is cleared, it cannot be recovered.

Sending Your SMS

When you're ready to send your message, you can choose between sending it immediately or scheduling it for later, depending on your needs.

Send Now:
To send the message right away, click the blue 'Send Now' button at the lower right corner of the message box. This ensures that your message is delivered promptly, which is ideal for time-sensitive communications.

Scheduling Messages:
Alternatively, you can schedule the message for future delivery by clicking on the Timer icon next to the Send button. This will open a scheduling window where you can set the date, time, and time zone for the message. After entering these details, click 'Schedule' and then 'Send Later' to save your settings.

Canceling a Scheduled Message

If you decide not to send a scheduled message, you can cancel it before it’s sent. Hover over the scheduled message, click the three dots on the right, and a window will appear with the message details. Click the blue 'Cancel Send' button, and then confirm your choice by selecting the red 'Yes' button to permanently delete the scheduled message. If you choose 'No,' the message will remain scheduled.