Step-by-Step Instructions
1. Login to CRM
- Open your CRM system in a web browser.
- Enter your login credentials (username and password) and click on the Login button.
2. Navigate to the Marketing Section
- On the CRM dashboard, locate the left-hand Hamburger Menu
- Click on the Marketing option from the menu.
3. Access the SMS Sending Module
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Under the Marketing section, select Send SMS.
4. Select a Pre-Created SMS Template
- You will be redirected to the SMS Templates page.
- Browse through the list of pre-created SMS templates.
- Identify the template you want to send.
5. Initiate the SMS Sending Process
- Next to the template you wish to use, locate the Three Dots (More Options) button.
- Click on the Three Dots, and a dropdown menu will appear.
- Click on the Send button from the dropdown.
6. Preview the SMS
- The SMS Preview Screen will open.
- Review the SMS content to ensure it is correct.
7. Fill in Required Fields
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Configure the Modes field:
- Choose Static or Dynamic as required.
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If Static mode is selected:
- Fill in the required details as per the template needs, Click on Show Filters Button**.**
8. Apply Filters
- Apply the required filters to choose the target audience.
- Double-check the number of recipients to avoid errors.
9. Review & Send SMS
- Tick the Consent Checkbox to comply with messaging regulations.
- Finally, click on the Send SMS button to dispatch the message.
10. Confirmation Message
- A Success Message will be displayed indicating that the SMS has been sent successfully.
11. Logs Page Details
- To check sent and delivered email logs, click on the Logs button.
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The Logs page will open, displaying two sections:
- Incoming Logs: Shows the logs of received emails.
- Delivered Logs: Displays the logs of successfully sent emails.
