This feature gives you the flexibility to send text messages to your customers. You can send text messages to multiple records in one shot. In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Simply CRM.

Simply CRM supports the following SMS gateways to help you send messages from within your Simply CRM account.

1. Clickatell
2. Textanywhere

Contents 1 Installing Textanywhere 2 Configuring Textanywhere gateway 2.1 Originator 2.2 Character Set 3 Configuring Clickatell gateway 4 Sending SMS from Simply

Installing Textanywhere

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Simply CRM offers Clickatell by default, but Textanywhere needs to be installed from the Module Manager.

Follow few simple steps to install Textanywhere SMS module

1. Click gear icon in upper right corner
2. Click CRM Settings
3. Click ‘Studio’ drop-down in the left
4. Click Module Manager. You can click on pin icon next to it to add a shortcut to your settings home page
5. In Module Manager detail view, click Import Module button in the top right
6. Locate Textanywhere SMS Module and click Install

3. Click Accept and Install button (If you agree the terms of License).

4. After successful installation, click Ok button.

Configuring Textanywhere gateway

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You are required to register and activate your Textanywhere account before you get started. To sign up, click here. After successfully filling up the registration form, you will be personally contacted by Textanywhere support member who will activate your account during the phone call. You can only expect a call during normal UK business hours. Once your account has been activated, you can proceed with the steps necessary to configure Textanywhere in your Simply CRM

Here’s how to configure Textanywhere gateway in Simply CRM

1. Click SMS Notifier tab. You can find it under All dropdown on Menu bar
2. Click wrench icon > Server Configuration
3. Click New Configuration and configure following details in the popup that appears

User Name and Password: For security reasons, the details you enter here are different from the credentials that you use to log in to your Textanywhere account. To find your User Name and Password, you will need to log into your Textanywhere account and access the Administration Panel by clicking on the Admin Panel button in the top right-hand corner of the screen.

The Client_Id and Client_Pass settings in the Admin panel can be used as User Name and Password respectively.

• Originator

  While sending out SMS, the details you fill in the Originator field will help the recipient to recognize the sender.

• Character Set

  Character Set : Select desired encoding to message body. The default is GSM and this will allow up to 160 characters per message. Unicode contains most of the extended characters used in ideogram writing systems such as Arabic, Chinese, Korean, Japanese and Cyrillic. When Unicode is selected, each part of a text message is limited to 70 characters.

4. After the configuration, click Save

Configuring Clickatell gateway

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To configure Clickatell gateway in your Simply CRM account, you’ll need to register and activate your Clickatell account. After the activation, you’ll need to contact Clickatell support team to get your unique Api_id and MO details. Once you have the details ready, you can proceed ahead to activate your Clickatell gateway in Simply CRM.

Here’s how to configure your Clickatell gateway in Simply CRM

1. Click SMS Notifier tab. You can find it under All dropdown on Menu bar
2. Click wrench icon > Server Configuration
3. Click New Configuration

a. In the New Configuration popup, select Clickatell from the Provider dropdown

b. In the Active field, click the radio-button Yes

c. In the User Name field, provide your Clickatell account user name

d. In the password field, provide your Clickatell account password

e. In the api_id field, provide your unique API ID. You’ll need to contact Clickatell to get the Api_id

f. In the from field, provide the mobile number you’ve provided during the Clickatell registration. Make sure your provide your country code preceding the mobile number.

g. In the mo field provide the value 1

4. After the configuration, click Save

Sending SMS from Simply

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After configuring either Clickatell or Textanywhere gateway, you are all set to send SMS to your Leads, Contacts, and Organizations.

To send SMS to records in the list-view,

1. Click on the desired module. Eg: Leads, Contacts, or Organizations.
2. Select desired records to whom you’s like to send SMS. You can select records by clicking on the corresponding check-boxes preceding the records.

3. Now click on the Actions dropdown > Send SMS

4. In the ‘Send SMS to the selected numbers’ popup, select desired phone number field to send SMS, and compose message in the text space available in the step-2

5. Once you’re done, click Send

Your message has been dispatched to multiple recipients successfully. Moreover, you can also send SMS to individual record from the detail view of that record.

To send SMS from the detail view,

1. Click desired module; Eg: Leads, Contacts, or Organizations
2. Click on desired record to send SMS
3. In the detail view of the selected record, click More dropdown in the top right
4. Click Send SMS
5. Select desired phone number field, compose your message and click Send to dispatch your message