Individual SMS

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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.


Step 1: Create new Text Message

When a Lead, Contact, or User record is opened, click on the at the top and choose Other Activities > Text Message.

This will open a new blank Text Message.

Step 2: Fill in required fields

Fill in a few fields before the message can be sent.

Subject: This will be the subject of the text message.

To: Choose the Lead, Contact, or User the SMS will be sent to.

NOTE: You can actually choose more than one recipient here. If you’d like to send to a few people but not create a Marketing List for them you can use this method.

Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.

Message: Type the text message here.

Now Save the Record. 

Step 3: Send the Text Message

Press the Send button at the top and wait for the statistics to come in!

Once you sent your Individual SMS, you can find the activity created on your Contact or Lead record in Activities :

And you can find all your Sent Individual Text Messages by going to Activities > Text Message and select the Sent view :


Step 1: Create new Text Message

When a Lead, Contact, or User record is opened, click on Activities on the left.

Click on Add New Activity in the top ribbon.

Step 2: Fill in required fields

Fill in a few fields before the message can be sent.

Subject: This will be the subject of the text message.

To: Choose the Lead, Contact, or User the SMS will be sent to.

NOTE: You can actually choose more than one recipient here. If you’d like to send to a few people but not create a Marketing List for them you can use this method.

Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.

Message: Type the text message here.

Now Save the Record. 

Step 3: Send the Text Message

Press the Send button at the top and wait for the statistics to come in!


Feature Added: Original
Feature Updated: Original
ClickDimensions Version Need: Any