In this tutorial, we'll walk you through the process of sending text messages through FEA Create. Whether you want to send individual messages or set up automated SMS in your workflows, FEA Create makes it easy to communicate with your contacts via text. Let's dive in!
Sending Individual Text Messages:
To send a text message to an individual contact, follow these steps:
Access Contacts:
Navigate to the "Contacts" section in your FEA Create dashboard.
Select Contact:
Choose the contact you want to send the message to.
Verify Phone Number:
Ensure that the contact's phone number is included and accurate.
Compose Message:
Click on the contact's profile and locate the "SMS" tab.
Type your message in the provided field.
Send or Schedule:
Choose whether to send the message immediately or schedule it for a specific date and time.
Click "Send" to deliver the message.
Monitor Replies:
Keep track of any replies directly within the platform.
Filter conversations by SMS if needed.
Sending Bulk Text Messages:
To send bulk text messages to multiple contacts:
Select Contacts:
Choose multiple contacts from your list.
Initiate SMS:
Click on "Send SMS" to compose a message for bulk sending.
Craft your message and schedule it if desired.
Execute Action:
Click "Send SMS" to dispatch the message to your selected contacts.
Using SMS in Automations:
To incorporate SMS features into your automated workflows:
Access Automations:
Navigate to the "Automation" section of your FEA Create dashboard.
Set Trigger:
Determine the trigger for the SMS message (e.g., appointment scheduled, form filled out).
Add SMS Action:
Select the "Send SMS" action and choose the message to be sent.
Save the action and ensure your workflow is published.
Important Note:
Ensure that your phone number is set up in the system and that your ATP (Application-to-Person) confirmation is confirmed, especially if you are sending messages in the U.S.
If your ATP is not verified, your messages will not go through.
By following these steps, you can effectively leverage SMS communication within FEA Create to engage with your contacts, send updates, schedule reminders, and more. If you have any questions or need further assistance, don't hesitate to reach out to our support team. We're here to help!