To send an SMS (text) via AutoConvert, follow the steps below:
- Go to 'Applications'
- Select the application you want to send the text to
- Select 'SMS' in the top right menu
- Select the recipient from the drop-down
- Type the message you want to send
- You can add 'Replacement Tokens' from the drop-down menu, which will help auto-populate some of the information from the application. For example:
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- 'Hi {Forename}, in the actual text messages to the customer, the forename will be replaced with the forename listed on the application
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- You can also insert a template rather than free-typing the message. To do this, use the 'Select Template' drop-down
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- Templates are great for messages that you need to send a lot
- Learn about the benefits and how to set up an SMS template
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- Once complete, select 'Send' at the bottom
- The sent message will show in the 'Activity Feed' on the application summary page