The SMS feature in Soffront allows users to send text messages to their leads and contacts. Users can now configure workflows to send SMS to their Leads & Contacts.
Note: You need to have SMS Integration enabled in your CRM.
How to set up Automated SMS messages for Account records through workflows?
1) Please navigate to Settings -> Customization -> Workflows -> Account Workflow.
Note: If you don’t know what workflow is and how to access, learn to set it up from this article.
2) Now user can go to any stage and choose ‘New Text Message’ option from the workflow actions drop-down.
3. Now Users can also configure their SMS messages.
Text Message Setup Form
- From: Here you can select the phone number from which the SMS will be sent out from CRM.
- Send: Here you can type the number of days after which the SMS will be sent out from CRM.
- After: Here you can select from the option when the task will be executed. The task can be executed after the Previous task is done or it can be executed on the day you create it.
- Insert Field: Here user can add mail merge feature where it fetches Contact’s details (first & last name, email, etc.) automatically from the database and add it in text msg,
4) Once you setup your text message, click on Add and Save the workflow.