How to Text Using smrtPhone

Sending and receiving text messages (SMS/MMS) requires a simple setup

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Almost all smrtPhone phone numbers are text-enabled, but some quick setup is required to enable full texting capability.

To fully enjoy the benefits of texting with smrtPhone, this article will guide through some basic key points that need to be fulfilled:

Confirm Your Number is Text Enabled

Double-check that your number is text-enabled (SMS/MMS) by going to the Phone Number section of your smrtPhone Web 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. We have extension documentation with best practices on how to create a Flow, just remember that you need an SMS Flow to receive any message at all.

Incoming SMS Notifications

Within your smrtPhone dashboard, you can see real-time notifications of incoming text messages and voicemails to 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 team messages/voicemails.

You can disable these notifications from your Account: Dashboard > My Account > Notifications.

If you'd like to turn off the sound, just toggle off the Mute Inbox Notifications option, and you will still receive them, yet silently.

To learn more about notifications, read our article here: My Account - Settings ⇢

SMS Inbox Actions

Within the Inbox - on the Web App or Mobile App - you have the option to select some or all of your messages/voicemails (individual and team) to perform bulk actions:

  • Mark as Read - All selected messages will appear as open, clearing badge notifications

  • Mark as Unread - All messages will appear as unopened

  • Delete - Remove the message or voicemail. Deletion is permanent

These actions save time and help keep your inbox organized. Moreover, marking something unread can be a reminder to come back to it later (or good for teams, if you read the message but can't respond and want to keep it active/alive for your other team member).

Keep in mind that there is no Undo button for deleted conversations. Once deleted, they are gone for good.

Texting Rules and /or Prohibitions

smrtPhone uses different providers as underlying carriers to send SMS/text messages. Violating the Provider'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)

  • Reply STOP to unsubscribe

  • Stop

  • Stop All

  • Unsubscribe

  • Cancel

  • End

  • Quit

  • Equivalent Language

In the U.S. keep in mind that 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, and 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 with 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, check Text regulations and compliance guidelines ⇢

Sending Text Messages from smrtPhone

Without any additional setup, you are able to send outgoing text messages using:

  • All CRM Integrations:

    • smrtPhone Web App (browser)

    • smrtPhone Chrome Extension (including click-to-text from your CRM)

    • smrtPhone Mobile App

  • CRM specific options:

Without a quick SMS flow setup, you will not receive any replies to your messages.

CRM Sending Messages

Sending text messages from within your CRM depends on your integration setup. While you are navigating within your CRM, depending on the setup, once you see the phone icon 📞or the SMS/text icon ✉️, clicking them would allow you to engage in a phone call or send a text message.

🌐 Texting from Podio

You can send text messages from within Podio if you have the proper setup.

  • Chrome Extension - The Chrome Extension enables Click to text from individual contact records.

  • Globiflow/PWA + the smrtPhone SMS API - When you have the smrtPhone API configured, you can use Globiflow/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.

☁️ Texting from Salesforce

Sending Texts from Salesforce

There are three ways to send a text from within Salesforce using smrtPhone.

  • Open the smrtPhone CTI 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

  • Respond in the SMS tab of your activity feed. This must be set up ahead of time.

For outgoing texts to numbers that don’t exist in your Leads, there will be no Text Log created in Salesforce.

Receiving Texts within Salesforce

For each new text message received, you will see a small notification in 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

🏔️ Texting from InvestorFuse

You can send text messages from within InvestorFuse if you have the proper setup.

  • Chrome Extension - The Chrome Extension enables Click to text from individual contact records.

  • Also, after you integrate your smrtPhone account, you can now use it for texting in InvestorFuse through sequences, one-off follow-ups, or autoresponders setting up your CRM.

🥷 Texting from REISift

You can send text messages from within REISit, with the proper setup, using the click-to-call feature.

  • Chrome Extension - This extension enables the feature Click-to-call/text and can be used from any tab or even from your CRM.

  • REISift users can also use the 1:1 feature within their CRM integration to send messages directly from within their REISift account.

🟧 Texting from Forefront

You can send text messages from within Forefront, with the proper setup.

  • Chrome Extension - This extension enables the feature One-Click Calling and can be used from any tab or even from your CRM. Yet, for your CRM, you can only use it for calls within the CRM. If you want to text with the Extension, use the extensions bar.

⬆️ Texting from Realeflow

Send text messages from within Realeflow, with the proper setup, using the click-to-call feature.

📼 Texting from Tape (Beta)

Send text messages from within Tape, with the proper setup, using the click-to-call feature.

The standard SMS limit is 200 text messages/phone number/day.

If you have an A2P campaign approved, the limit changes depending on their A2P Profile:

  • Low-Volume has a limit of 6,000 text messages/day for all of the numbers registered in the campaign (T-Mobile allows only 2000 messages/day).

  • Standard can go up to 200,000 messages/day depending on your Business Profile Trust Score.

Not Delivered Notification

A notification will be displayed if any error in sending the messages occurs. First, we confirm that it left the smrtPhone system properly. Then, we use the information returned to us from our underlying carrier to determine if the text message was delivered to the receiving carrier.

  • Once a message is sent, you will see the first checkmark beneath the text.

  • If the message was successfully delivered to the recipient, then a second checkmark will be displayed.

If the message fails to reach the receiving party, a Not Delivered status will be displayed under the text. When you hover over the error message, a tooltip appears, providing details about the reason for the delivery failure.

These error notifications correspond to the errors provided to us by our underlying provider. Failure can have many root causes, such as: the number no longer exists, trying to message a landline, blacklisting, overflowing queue, or carrier violation.

Not Delivered errors are beyond smrtPhone's control. If you have questions about causes and potential remedies, contact Support and we can look into it for you.

If your text message was sent out and left your smrtPhone system, you will be charged for it. If you receive a Not Delivered message, check the details before sending another text message to avoid pointless charges.

☁️ Salesforce Users: Error notifications are currently NOT visible in your Visual Force layout.

Mobile Apps - coming soon.

Messages that are filtered due to A2P 10DLC non-compliance may not return an error message. You may not know if they were not delivered.

DNC Management

If a contact is listed in your DNC List, texting is disabled to that number.

If you try from the Chrome Extension, Regular Dialer, CTI, or even Mobile, you will get a notification, reminding you that Communication is disabled with that particular contact, due to their placement on the DNC List.

💡DNC list management ⇢

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