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Step-by-Step Instructions

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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.

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2. Navigate to the Marketing Section

• On the CRM dashboard, locate the left-hand Hamburger Menu
• Click on the Marketing option from the menu.

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3. Access the SMS Sending Module

• Under the Marketing section, select Send SMS.

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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.

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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.

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6. Preview the SMS

• The SMS Preview Screen will open.
• Review the SMS content to ensure it is correct.

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7. Fill in Required Fields

• Configure the Modes field:
  • Choose Static or Dynamic as required.
• If Static mode is selected:
  • Fill in the required details as per the template needs, Click on Show Filters Button**.**

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8. Apply Filters

• Apply the required filters to choose the target audience.
• Double-check the number of recipients to avoid errors.

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9. Review & Send SMS

• Tick the Consent Checkbox to comply with messaging regulations.
• Finally, click on the Send SMS button to dispatch the message.

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10. Confirmation Message

• A Success Message will be displayed indicating that the SMS has been sent successfully.

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11. Logs Page Details

• To check sent and delivered email logs, click on the Logs button.
• 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.

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Conclusion