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.
Goals
- Learn how to send an SMS Message to a single Lead or Contact
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.
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.
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 :
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.
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.
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 Needed: 8.10.0 |