Getting Started with SMS Messaging in ActiveDEMAND

With ActiveDEMAND it is easy to send SMS messages, engage in SMS conversations, and route SMS messages to your phones.

 

First you have to Rent a phone number that support SMS capabilities

 

 

 

Sending Text Messages

You can send a text message using

1. The Power dialer (Chrome Extension) (requires a Sales User license)
   You can choose an SMS template to send an SMS message
   
   
2. The Simple Dialer (Chrome Extension)
   
   
   
3. From the contact page in the web app
   

 

 

Recieving Text Messages

 

If your prospect sends you a text message, you can read it from the Chrome extensin SMS Messenger app (requires a sales user license)

 

 

 You can set up autmatic text forwarding on the number edit screen

 

The default text in the Forwarded Text Message edit identifies where the SMS came from.

Account: %CONTACT.PROSPECT_ACCOUNT.BUSINESS_NAME%

Contact: %CONTACT.NAME%

Phone: %CONTACT_HISTORY.TEXT_MESSAGE.FROM_PHONE.PHONE_NUMBER%

Texted to: %CONTACT_HISTORY.TEXT_MESSAGE.TO_PHONE.PHONE_NUMBER%

View Contact: %CONTACT.EDIT_LINK%

 

%CONTACT_HISTORY.TEXT_MESSAGE.MESSAGE%

 

 

Or you can route the SMS to a your phone number. Every time someone texts to a tracked number this workflow fires. 

 

 

We suggest putting in a decision to route SMS messages:

 

 

with this query

 

 

Then daisy chain queries to get the right message to the right sales person

 

We suggest something like this for your sales rep query

 

Using this dynamic field to relay the message to Mary : 

From: %CONTACT.FULL_NAME%:%CONTACT.PHONE.PHONE_NUMBER%

%CONTACT_HISTORY.TEXT_MESSAGE.MESSAGE%