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.

 

Step 3: Send the Text Message

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

NOTE: The Text Message record will automatically save when you press Send if you are on version 8.10+.

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: 4.1.0
Feature Updated: 8.10.0
ClickDimensions Version Need: 8.10.0