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Send SMS

Individual SMS:

To send an SMS to a single Contact, Lead, or Deal, follow these steps:

  1. Navigate to a single Contact, Lead, or Deal in Zoho CRM.

  2. The "Send SMS" option should be available on the top right side.

    Note: If the "Send SMS" button is not listed on top, you can find it in the submenu. Click on the [...] button, and the "Send SMS" option will be available in the menu list.

  3. After clicking on "Send SMS," a popup window will open with multiple options, each explained below:

    • Message From: You can choose SenderID or a dedicated number (VLN) configured in the extension configuration.
    • Template: Choose an already created template.
    • Insert Fields: Insert Dynamic fields into the message content, such as "Full Name" or "Email."
    • Message: This will be the SMS body.
    • Save Message As Template: Save the current message content as a template. This is the easiest way to create templates with dynamic variables.
    • Schedule Message: Schedule the message to send later.

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SMS History:

  • The SMS history can be found under the same Lead, Contact, or Deal at the bottom.
  • This view can be customized using the options available in the "Configure View" option.

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You can also use the "SMS History" button on the Send SMS window to view the results.

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SMS Activities Module:

  • Additionally, you can obtain a detailed report from the "SMS Activity" module, which can be found in the main menu.
  • This view can also be customized using the "Manage Columns" option.

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Bulk SMS:

  • Navigate to the Contacts, Leads, or Deals modules page.
  • Select multiple contacts, and the "Bulk SMS" option will be displayed on top.

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Dynamic Fields and SMS Templates:

Dynamic Fields:

  • Dynamic fields are placeholders that get replaced with actual values when the message is sent.
  • These fields are substituted with specific details from the record, allowing for personalized messaging.

Accessing SMS Templates:

  • Access "SMS Templates" from the modules list. If not listed in the main modules section, find it in the submenu.
  • In this section, you have read, write, delete, and modify permissions over all templates used by the SMS module.
  • Templates can be saved directly from the "Send SMS" and "Bulk SMS" windows, offering flexibility and ease of use. Image title Image title

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SMS Scheduling:

  • Locate the "Schedule Message" checkbox on the SMS compose popup window.
  • Once the "Schedule message" option is checked (ticked), the scheduler will prompt you to "Choose date and time for Scheduling."
  • Scheduled requests can be viewed from inside the D7API User portal. Image title