SMS Overview

Modified on Thu, 27 Mar at 11:35 AM

TABLE OF CONTENTS

Overview
Browser Sending
Mobile Apps

Overview

SMS can be sent from within the CRM to you database. The SMS can be sent 1 to 1 or to list of contacts. Also, the SMS can be sent either from the browser or the mobile phone app.

Browser Sending

When sending the SMS from the browser, there will be a cost associated. The costs are calculated using a credits system, where each credit equals $0.15 inc GST in Australia and $0.20 inc GST in New Zealand.

In Australia the SMS will be sent from your phone number and the replies will be sent to your phone.

In New Zealand the SMS will be sent from the required 4 digit number, and the reply will be sent to you by email.

Purchasing Credits

When sending a SMS 1 Credit = 149 Characters with a maximum 459 Characters per message.

To purchase credits you will need to go to Set Up -> SMS Account

You can see you pre-paid balance
You are provided with 20 free SMS credits per month (unused credits do NOT rollover)
You can purchase more SMS credits
You can view your invoices for the purchased SMS credits

Single SMS Sending

You can send a single SMS to a Contact when in the Contact Record

or from the CREATE + button in the header

Bulk SMS

If you want to send a SMS to a group of contacts, this can be done by selecting the contacts in the Contact List. First filter the list to correct contacts, then select the contacts you want to send to, then click Actions -> SMS

You can also select bulk send the SMS by clicking Marketing -> SMS Marketing

Below is video tutorial.

Mobile Apps

When logged into the mobile app you can select multiple contacts to send to or send to single contacts. Whenever you are sending an SMS from the mobile app you will be using your phones's network and you will not need be charged by the CRM.

Keep in mind that there will not be an UNSUBSCRIBE link when sending from the app. Also, all SMS will be sent from your phone number and replies will be sent to your phone.