There are several ways to send a text message from the smrtPhone Mobile App.
Inbox - New message. Go to the Inbox from the lower menu and select the large plus sign ➕ in the lower right.
Inbox - Previous message. From the Inbox, you can select a previous text thread, add an additional message at the bottom, and send.
Dialer - Search Contacts. From the Dialer, search for a contact. When you find their name on the list, click the envelope icon next to their name and type your text message.
Recent Calls - Find the contact on your recent calls list, and instead of calling them back, you can select the envelope to write them a text message.
Disclaimer: the video does not present the SMS Templates Feature and the Video Calling option from the Mobile App. You can find these pieces of information in our Documentation.
Tracking Text Messages
All text messages, regardless of where they are sent from, will be tracked within your CRM on the contact record for that person.
Additionally, regardless of which part of the smrtPhone app they are sent from, all text messages will thread together by contact phone number. You can click through to see the thread in your smrtPhone Inbox.
Text Messaging Reminder
There is a 160-character count for each text message. But when you exceed the length of a single text message - you can keep typing! Just remember that while your text message will be sent as a single long message, it will be recorded in your billing as multiple messages (depending on the length.)
Text not Delivered
A notification will be displayed if the text encounters any issue and can't be delivered. You can check for more details in the Web App Inbox.
DNC and DNT Lists
If you previously added a contact to the Do Not Call list, this is going to apply to texting as well. Of course, that contact could be only on the Do Not Text list, but in both cases, if you try to text a contact that was added to the DNC/DNT list, you will get an error:
You can also use templates in your messages to ease the process of sending texts. Learn more about SMS Templates.
If you intend to delete any contact from the DNC list, you must provide a valid reason.
