1. Select the records you want to SMS (by default it's available for Leads, Contacts, Deals, or Accounts though you can add it to other custom modules too)
2.Click Send Bulk Twilio SMS
3. Choose the sending options (refer to the Sending Options article for details) and click Send when you're ready
4. To view the campaign stats, click on the Click here link inthe popup notification,
5. It will redirect you to the Campaign record. You can click on View Stats to see the outcome of your campaign (how many people replied to the message, how many messages were delivered, etc.)
If you only want admin users to be able to send bulk SMS campaigns, you can change the permissions on the bulk SMS button to prevent other users from using it. 1. Go to Setup > Customisation > Modules and Fields 2. Open the module where you want to ...
How to send Drip SMS campaigns 1. Go to Setting> Workflow Rules . 2. Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (you can set a Rule Name like this ,e.g. Test SMS Drip campaign) ...
Create your own Workflow rules for automated SMS or system that delivers a SMS automatically. Just follow the steps below. 1. Go to Setting> Workflow Rules . 2. Click Create Rule 3. Create a New Rule: Module:(select a Module where this workflow to ...
How to send a Workflow SMS. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. click Create Rule 3. Create New Rule Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (set a Rule Name like this ,e.g. SMS ...