Initiate New Message/ Conversations – SMS-Magic Salesforce Documentation https://www.sms-magic.com/docs/salesforce Tue, 28 Feb 2023 09:58:07 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Overview https://www.sms-magic.com/docs/salesforce/knowledge-base/overview-16/ Tue, 13 Oct 2020 10:38:05 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6073 The application allows you to send smarter SMS messages with emojis, merge fields, or ready-to-use templates. All this gives your customers a personal touch. The messages sent will adhere to the country-specific compliance that you have set in the Salesforce CRM. 

Using the application you can send a message in an already existing conversation, select a contact from your database and send a message, start a new conversation, or send a message to an unknown number.

Sending a message through the application is possible in many ways namely:

  • Sending a message from the inbox by selecting a contact 
  • Sending a message by selecting a contact from the list of Contacts 
  • Sending a message to an unknown recipient/number

All these ways of sending messages to known and unknown contacts are explained in detail in the following sections.

]]> Sending a Message from Inbox https://www.sms-magic.com/docs/salesforce/knowledge-base/sending-a-message-from-inbox/ Tue, 13 Oct 2020 10:39:35 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6076 The mobile app allows you to send SMS and MMS messages from the inbox. Simply select a conversation from the inbox, use a message template or send a manual message to the recipient.

My Inbox

Select a conversation from the Inbox to proceed

lead test
  • In the composer field, type your message. You can use the emoticon icon to add emoticons.
  • Click on the URL icon, next to the emoticon icon to add a short URL to your message. The following window will appear:
domain

Enter the destination URL address in the ‘Destination URL’ field. Select the domain from the ‘Domain’ drop-down list. Enter the slash tag in the ‘Slash Tag’ field. Enter the link expiry time in the ‘Expire Link (in Days) field. Click on the ‘Add’ button to create and add a short URL to your message.

Click on the attachment icon to add attachments to your message. You can share files, photos, or videos as an attachment with your message. The following window will appear:

Attachment

Sending a Message to Known Contacts

Follow a few simple steps and start sending messages to your known contacts.

Compose Message
  • Click on the New Message icon in the tab bar
  • Type the name in the ‘To’ field and search for the recipient
  • The phone number of the recipient gets populated automatically in the ‘Phone Field’ as shown in the image above. If required, you can change it.
  • Select Sender ID from the drop-down list
  • Click on the Compose Message button
  • Send a message. You can view the messages that you have sent in the Inbox
]]> Sending a Message by Selecting a Record from the List View of your CRM https://www.sms-magic.com/docs/salesforce/knowledge-base/sending-a-message-by-selecting-a-record-from-the-list-view-of-your-crm/ Tue, 13 Oct 2020 10:46:03 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6080 The SMS-Magic mobile app allows you to send a message by selecting a record from the list view of your CRM. Standard and custom objects can be configured in the Salesforce account. Simply select the recipient from the contact list and start conversing by following the below steps:

Conversation
  1. Click on the Object List icon in the tab bar
  2. Select the message object
  3. If needed change the list view from the navigation bar
  4. Select the recipient from the list
  5. Send message
]]> Sending a Message to an Unknown Number https://www.sms-magic.com/docs/salesforce/knowledge-base/sending-a-message-to-an-unknown-number/ Tue, 13 Oct 2020 10:54:06 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6083 The SMS-Magic mobile app simplifies messaging and conversing with your clients. With the mobile app, it is possible to send a message to an unknown number as well. You can compose and send messages to someone who is not a part of your contact list.

new message
  • Click on the New Message icon in the tab bar
  • Enter the phone number in the ‘To’ field and select Sender ID from the drop-down list
  • Click on the Compose Message button 
  • Send the message. You can view the messages that you have sent in the Inbox
]]> Sending a Message to a Known Customer https://www.sms-magic.com/docs/salesforce/knowledge-base/sending-a-message-to-a-known-customer/ Tue, 13 Oct 2020 10:55:25 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6087 Follow a few simple steps and start sending messages to your known customers.

  • Click on the New Message icon in the tab bar
  • Type the name in the ‘To’ field and search for the recipient. The phone number of the recipient gets populated automatically in the ‘Phone Field’. If required, you can change it.
  • Select sender ID from the drop-down list
  • Click on Compose Message button
  • Send a message
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