Unsure of how to start client outreach via SMS text messaging? Follow these steps to learn how to send text messages, attach products, photos & images, and reply to your received texts.
Skip to:
- How To Send A Text Message
- Attaching Products, Assets and Photos to Text Messages
- Customer Opt-Out from Text Messaging
How To Send A Text Message
Step 1: When Text Messaging is activated for your account, you will see a new tab called Text Messages beside your Email Messages on your Salesfloor app Hub.
Step 2: Click on the tab to be brought to your Text Messages Inbox You can start a new conversation by selecting the Compose option at the bottom of your screen. Any existing or ongoing text conversations will also be visible here.
Step 3: When composing a new message, you have access to all contacts in your address book who are registered with an active phone number. For contacts with multiple numbers, you will be given the opportunity to select the appropriate number for text messaging. Draft your text message and send it out!
Attaching Products, Assets and Photos to Text Messages
Just like all other Salesfloor communication channels (live chat, email, etc.), you will be able to
attach a product, photo or asset during a text conversation by selecting the blue + sign to the left of the text box.
Customer Opt-Out from Text Messaging
Clients can opt-out of receiving your text messages at anytime and will be notified of this option when they receive their first text message from Salesfloor. By replying with the word "STOP", this will opt them out of your text messages.
Note that any subsequent texting in that thread will not include the opt-out notification, however your clients can always refer to the message at the top of their thread if needed: