Sending Text Messages Manually or Applying a Text Template

It allows you to send or receive text messages, apply a text template, view outbound messages, and check the Playbook.

Step 1:

From the transaction, go to the Texts tab.

Step 2:

Choose the number you want to send a text from.

Step 3:

Select which contact user to send a text message.

Step 4:

Type your message by using Merge Fields from the Message Block.

Step 5:

Or you can click the Apply Template button then select one of the available text templates, and click Apply.

Step 6:

Click Send.

Text Functionalities and Descriptions

Compose - create a text message.
Sent & Received - to view all messages.
Scheduled - all the scheduled messages are saved on this tab.
Send From & Use Property Default Texting Number - this means it has been transmitted as a text message from the “Sender” or by choosing the default texting number.
Contacts - recipient of your text message.
Message Box, Apply Template and Merge Fields - the body of the text message and insert one of the merge fields into the body of the message.
Send and Apply Template - these are the buttons to send messages and apply a text template.
Manage Numbers - manage numbers are the list of active numbers from sending text messages and an option to search for available phone numbers by entering area code or postal code.