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How to send an SMS text message from Tudodesk
How to send an SMS text message from Tudodesk
Martin avatar
Written by Martin
Updated over a week ago

How to send an SMS text message from Tudodesk

Set-up

  • Tudodesk back-office

  • To activate SMS text messaging follow this article here.

What's this for?

  • Sending text messages

What you need to know

  • SMS text messaging must be enabled to send and receive messages.

  • If SMS is enabled in your account, you will see an international mobile number in the top left of the menu bar next to your company name.

  • To enable SMS, follow the guide here.

Steps

  1. Locate a document assigned to a customer you would like to message.

  2. The customer will require a valid mobile phone number to enter their account profile.

  3. Scroll down to the message centre at the bottom of the document.

  4. Type a message in the message box.

  5. Click the drop-down arrow on the Send button

  6. Select Send SMS.

Tracking

After the message is sent, it will appear immediately in the message thread. Arrow indicators in the bottom right indicate sent, received and read (two green arrows). Read the article for information below:

https://help.tudodesk.com/en/articles/6445864-tracking-email-and-sms-sends-and-reads

Replies

Replies are routed back to the document and the embedded message thread. You will also receive a notification in the message centre located in the top-right menu bar.

Automated messages

SMS messages can be included in your automated events. And chained together with email sends and other automated actions.

Use cases:

  1. Automated form submit responders by SMS

  2. SMS invoice reminders

  3. SMS Job updates

  4. Notifications that an Estimate needs approval.

Learn how to set-up automated sms messages:

https://help.tudodesk.com/en/articles/6311987-how-to-send-automated-sms

Useful links:

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