Creating an SMS is very similar to creating an email message, except that it offers less options.
|Prerequisite||The SMS module has to be enabled.|
|Access Path|| > Message > SMS|
Name and prepare the SMS
- In the SMS listing page, click on Create an SMS.
- In the New SMS window, type in the name of your message and specify the type of communication to relate it to.
Available communication types are those that you have set as valid for SMS when the SMS module was enabled.
- Click on Edit content.
This opens the message editor.
- If needed, click on the edit icon to change the name of the message.
- If you want recipients of the SMS to see your name instead of your phone number, you can enter it in the From field. Note that when you use a name instead of a number, recipients cannot reply the SMS they receive.
*This feature is not available in some countries, like in North America.
Write the message itself
Note: When writing your SMS, pay attention to the number of characters in your message, which is displayed in the right pane SMS analysis section. Ideally, your message should have a maximum of 140 characters as to count only one fragment.
Read the article on how to check the number of fragments in your message.
- To compose or edit the content of the message, you must go to the Library section.
- In the center pane of the editor, type in your message.
- Add desired elements from the available options under the Library section.
- Make sure to save your changes by clicking on Save. Actually, it is safer to save as you make changes.
Personalize the message by adding variables
You might want to customize the content of the message with variables. The most common variable used is for the introduction.
Example: Hello [[=Contact.f_FirstName;]], will show in the message as: Hello Peter, or Hello Susan,
You can insert customizable variables anywhere in the message by using fields from the contact's profile, whether it is an address, a phone number or a comment entered in the profile.
- Place the cursor in the message where you want to insert the customized text.
- In the Customization section, select the data source by clicking on to display the list of possible sources. By default, the source is the contact's profile, but you can choose variables from the project, the company, or even from system data. Then, select the field corresponding to the value you want to insert.
- Click on Insert.
Personalize the message with dynamic content
If you want to customize the message by adding dynamic and conditional content, you must select the desired options under the Dynamic content. For example, you might want to show in the message the address of the company that is in the same location as the location of the recipient.
Example: If the region of the contact is Quebec, show the address of the office in Quebec; otherwise, show the address in Montreal.
Description of condition types
|Contact's profile||Lets you add content based on any field in the contact profile.|
|Project's info||Lets you insert specific content when a given project data is met, such as the project name, id number, key or creation or edit date.|
|Company's info||Lets you choose amongst the information on the company to insert a specific content. This information is found in the Account Management module.|
|System info||Lets you insert dynamic content based on a given system date.|
|Device||Lets you personalize the content depending on the type of device and platform used to view messages. See a description of all available choices under Device|
- Place the cursor in the message where you want to insert the conditional text.
- If you need more space to type in your text, or simply wish to work in a bigger space, click on to see the section in full-screen mode.
- In the Add this content section, type in the text to insert in the message if the condition is met.
Example: The address of the office in QuebecYou can also select the text right in the message and click on the icon to copy your selection.
- Under the If... section, select the data source by clicking on to display the list of possible sources. By default, the source is the contact's profile, but you can choose variables from the project, the company, or even from system data. Once the source is selected, select the field and the operator to use for the search.
- If you want to have an alternate text, for when the condition is not met, check the Else option and specify the replacement text.
Example The address of the office in Montreal if the contact's region is not Quebec
- Click on Insert.
View a preview
Once the SMS is saved, you can immediately see what it looks like in the right panel.
Test sending the SMS
To check if your SMS is correct and can be sent, it is recommended to perform a test by entering a valid cellular phone number and send the message as a test. See also Supported Number Formats for Sending SMS.
Check on the phone on which you sent the SMS to see if the SMS was received and if it is desired.
Send the SMS
Send the SMS. See Sending an SMS Message.