Send an SMS Message

Text messaging is a preferred method of communication for many people, as well as a convenient, efficient way for you to keep in touch with clients and prospects. You can send SMS messages to contacts who have opted in to receive your organization’s text messages from almost anywhere in Applied Epic. However, you cannot send MMS messages, only receive them.

Important! Before texting clients, you must obtain their consent. Familiarize yourself with Canadian laws on text communications before you begin using this functionality.

  1. To send an SMS message or reply to an SMS message, do one of the following:

The workflow is the same whether you are sending an initial message or replying to a message.

Note: You cannot send SMS messages from the Email area.

  1. The SMS Messaging window displays. If you accessed it from a client account screen, that client’s Lookup code and Send to contact default.

  1. Enter the client’s Lookup code if it does not default, or click the lookup button to locate the correct code.
  2. The Primary contact for the account defaults in the Send to dropdown menu if SMS is enabled for that contact. Otherwise, the first contact on the account with SMS enabled defaults. You can change this selection if there are multiple SMS-enabled contacts on the account.
  3. Enter your Message to the contact. Messages cannot exceed 140 characters.
  4. Change the Sent from selection if necessary. You may either send the message from your own employee code or from the structure to which you belong.
  5. In the Attach to section, optionally associate this message to an existing Activity for the account. This association can be useful when you text a prospect or client as part of a sales or servicing workflow.

  6. Click Finish to send the message, or Cancel to close the pop-up without sending the message.

When you receive a reply to your message, a notification will display. Navigate to the Unrouted SMS area to view your messages and route them to the appropriate client accounts. You can view messages you have sent and replies you have received and routed in the client’s SMS History.