Introduction to SMS

What are SMS Messages used for? SMS messages (also known as text messages) are a way to keep in touch with your customers or clients by sending them messages directly to their mobile phones. If they provide you their phone number, you can alert them to promotions, special offers, events, and the like even when […]

BulkSMS Settings

<< Twilio SMS Settings Introduction Sending a Bulk SMS >>   SMS with ClickDimensions allow you to send marketing text messages to your Leads, Contacts, and or Accounts via integration with your BulkSMS account. You’ll need your BulkSMS account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are […]

Twilio SMS Settings

Introduction Bulk SMS Settings >> SMS with ClickDimensions allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your Twilio account. You’ll need your Twilio account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are paid by you directly to Twilio. […]

MessageNet SMS Settings

SMS with ClickDimensions allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your MessageNet account. You will need your MessageNet account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are paid by you directly to MessageNet. NOTE: Your company must have a […]

Sending a Bulk Text Message

<< BulkSMS Settings Introduction Individual SMS >>   Bulk Text Messages are used to send a text message to one or multiple Marketing Lists. Once sent, Statistics will come back into ClickDimensions. If anyone replies to the text, those messages will also come into ClickDimensions (if you are using Twilio). If you want to send to […]

Individual SMS

<< Bulk SMS Introduction SMS Statistics >>   There are two ways to send an SMS – Bulk SMS to a Marketing List or Individual SMS to one Contact, Lead, or User. In this article we will show how to send an individual text message. [tab name=”CRM 2013/2015/2016″] Step 1: Create new Text Message When […]

SMS Statistics

<< Individual SMS Introduction SMS Replies >>   [tab name=”CRM 2013/2015″] Once an SMS has been sent statistics will come in. To see them go to Marketing > Mobile > Bulk SMS Messages. Change the view to Sent. Open one of the records there to see the individual statistics on it. Once opened, scroll down to Statistics. […]

SMS Replies

<< SMS Statistics Introduction SMS Unsubscribes >>   This article explains how to configure Twilio to allow SMS recipients to respond to your SMS messages and associate the response to their CRM lead or contact records. To begin, login to your Twilio account. After doing so, go to the Numbers view. Click the number that is […]

SMS Unsubscribes

<< SMS Replies Introduction   Just like with emails people can unsubscribe from receiving text messages from you. You must have your inbound number set up correctly. Remember the numbers in your contact, lead, and account records must start with the + and country code and have no spaces or punctuation. This is imperative for the unsubscribes […]

Sending SMS messages from Microsoft CRM workflow

With ClickDimensions you can not only send bulk SMS messages from Microsoft CRM, but you can also send SMS messages from a CRM workflow. In this help article we will show you how to do so. In this example we are going to create a workflow process to send an SMS message to a CRM […]