SMS (Basic): Create and send

Similar to TaxDome chats, SMS allows you to have real-time messaging with your clients. Utilize it to request missing information, schedule appointments or promote your services effectively.

SMS, explained

• SMS can be sent to US and Canada phone numbers only.
• You should integrate your account with Twilio before sending SMS.
• Incoming and outgoing SMS cost $0.04 USD each. 
• The phone number should contain the country code (e.g., +12565557689)
• SMS will be sent to the primary number of the contact.
• When someone answers your SMS or sends you an SMS, you receive a notification on email and/or your Inbox+, depending on your settings.
• Team members can send SMS if the feature is enabled for the firm and if they can access the client accounts to whom SMS should be delivered or have View all accounts access rights. 

Send SMS

SMS can be sent by firm owners, admins or team members assigned to the account or with the View all accounts access rights.

1. Click New at the top and select SMS. 

Alternatively, you can start messaging the particular client by going to the client's account, navigating to the  SMS subtab of the Communication tab and clicking New SMS.

2. Add the SMS content in the New SMS sidebar:

a. Link to job. Link the SMS thread to a job so that all the elements of the job (one client task) are linked.

b. Contacts. Select the contacts for whom the SMS is intended. You can select a concrete client or several. 

c. Template. Select a template for frequently sent SMS. You can't select a template when responding to SMS, only when creating one.

d. Content. Compose the SMS content or edit the template if it was selected. To personalize the message, use shortcodes (dynamic data), such as the recipient's name, street address, or date. 

e. Total. Review the amount of SMS you will be charged for.

f. Recipients. View the recipients of your SMS. Here, you can edit the phone number and other contact details or click the cross icon to remove a contact from SMS recipients

3. Click  Send. That's it. When the SMS is processed and sent, you will receive a notification. 

Note! $0.04 for each SMS will be charged from your firm balance.

Send SMS in bulk

If you need to send the same message to multiple clients, use the bulk messaging feature. It will be quite similar to the regular sending of messages, but you'll choose your recipients right away and don't have to fill them out separately in the sidebar. 

1. Navigate to Clients > Accounts in the sidebar menu.

2. Select the checkboxes next to the clients you want to message. 

3. Click More actions in the top menu bar.

4. Select  Send SMS from the dropdown menu. 

5. In the  New SMS sidebar, choose an SMS template or compose a new text, check if all numbers are in the correct format, remove any contacts you do not wish to include.

6. Click Send. When the bulk action is completed, you will receive a notification to your Inbox+.