Sending Messages (needs video)

Created by Ezra Weinstein, Modified on Thu, 06 Oct 2022 at 05:08 PM by Hannah Harris

How To Send Messages


To send messages in a conversation, you will need to use the highlighted section, just below your message logs.


Choosing Message Channel


You can switch between communication channels here. This will depend on what channels this contact is connected to. Messaging channels include:


    • Facebook Messages
    • Instagram Messages
    • Google My Business Messages
    • Web Chat Widget
    • WhatsApp (coming soon)

Create New SMS Message


You can also create new SMS messages and send them to ANY customer in your CRM by simply clicking on the icon shown below.


Adding Customer Information


Once you click the "Create New Message" button, you will need to add customer information such as customer's name and phone number.


Add Template or Message


Next, you will need to either add a pre-made SMS template, or create a new SMS message. If you'd like to know more about creating SMS templates, please click here: SMS Templates Help Article

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