Almost all smrtPhone phone numbers are text-enabled, but some quick setup is required to enable full texting capability.
Confirm your number is text enabled >>
How to send outbound text messages from smrtPhone >>
How to enable incoming test messages >>
Podio users: sending texts from Podio >>
Salesforce users: Sending texts from Salesforce >>
How to enable incoming SMS notifications in smrtPhone >>
Texting rules and regulation reminders >>
Important: You must comply with all local, state, federal, and provider texting guidelines.
Confirm Your Number is Text Enabled
The first thing to do is double-check that your number is text-enabled (SMS/MMS). You can do this in the Phone Number section of smrtPhone.
Read more about Phone Number Management >>
Sending Text Messages from smrtPhone
Without any additional setup, you are able to send outgoing text messages using:
smrtPhone Web App (browser)
smrtPhone Chrome Extension
smrtPhone Mobile App
Salesforce users: from within the CTI dialer within your Salesforce. 💚
Podio users: using the Chrome Extension click-to-text, Globiflow/Citrix PWA and the smrtPhone SMS API 💙
Important: if you do not do a quick setup, you will not receive any replies that are sent.
Learn about how to send an image via text message (MMS) using the mobile app >>
Enable Incoming Text Messages - Create an SMS Flow
To receive inbound text messages, you must have an SMS flow created and enabled for the phone number.
Learn how to create an SMS Flow >>
For Podio Users: Enable Sending Texts from Podio 💙
You can send text messages from within Podio, but only if you have the proper setup.
Chrome Extension - the Chrome Extension enables "Click to text" from individual contact records. Learn more about this feature here>>
Globiflow/Citrix PWA + the smrtPhone SMS API - when you have the smrtPhone API configured, you can use Globiflow/Citrix Podio Workflow Automation to enable sending singular texts from the comments of a contact record or setup automated sending of text messages based on automated triggers.
Learn how to enable sending texts within Podio >>
For Salesforce users 💚
Sending Texts from Salesforce
There are two ways to send a text from within Salesforce using smrtPhone.
Open the smrtPhone dialer from the bottom left corner of your screen and use the blue "Send Message" button.
Reply to an existing conversation within the Inbox inside the smrtPhone dialer
Note: For outgoing texts to numbers that don’t exist in your Leads, there will be no Text Log created.
Receiving Texts within Salesforce
For each new text message received, you will see a small notification on your inbox including a preview of the message. You can click the preview to read the entire message.
The content of an inbound text can be found in both your smrtPhone dialer Inbox and in the Comments within your Tasks.
You can also view your text logs in two locations including:
On the right side of your Dashboard in Today’s Tasks
In the Activity section of the respective lead who messaged you
Incoming SMS Notifications
Within your smrtPhone page, you can see real-life notifications of receiving a text message or a voicemail in your Inbox. These notifications are accompanied by a soft sound, letting you know that you just received a message.
This notification is available for both individual and group messages/voicemails.
You can disable these notifications from your Account: Dashboard > My account > Toggle notification.
If you'd like to turn off the sound, just toggle off the Mute Inbox Notifications and you will still receive them, yet silently.
Texting rules and /or prohibitions
smrtPhone uses Twilio as our underlying carrier to send SMS/text messages. Violating Twilio's regulations might affect your account
Consent can't be bought, sold, or exchanged | The initial message that you send must include: | Anything that is illegal in the jurisdiction where the message recipient lives | First - work in good faith |
Prior to sending the first message, you must obtain an agreement (FCC compliance) |
| In the U.S. - keep in mind federal and state legislation applies (e.g. Cannabis.) Country-specific rules like age and Geographic Gating | Second - suspend or remove access if guidelines and standards are not respected |
Contact initiated by an individual doesn’t need a prior consent request |
| Hate speech, harassment, exploitative, abusive communication | |
Informational content to an individual based on a prior relationship doesn’t need a consent request | Fraudulent messages or malicious content, such as malware or viruses | ||
Periodic Messages and Ongoing Consent of reconfirming consent | Spreading similar or identical messages misspelled words or non-standard opt-out phrases with the clear effect of evading | ||
Identifying Yourself as the Sender | Any content that is designed to intentionally evade filters |
👁🗨 If you need further information, please check: