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This article explains how SMS in VXT improves client and team communication by enhancing collaboration and keeping messages organized. It includes step-by-step guides for sending SMS to clients via the inbox and team members through the team tab.
In this article, we’ll cover:
- Why is SMS important?
- How to send an SMS message
- How to send a bulk message
- How to send a message to your team
Why is SMS important?
SMS in VXT is a vital tool for connecting with clients and teams, providing a quick and efficient way to communicate. It enhances collaboration by streamlining updates and responses. Additionally, SMS messages in VXT are connected to integrations, ensuring an organized communication history and making it even more versatile for your communication needs.
How to Send an SMS message
Follow these steps to send an SMS message through:
- Go to the inbox
- Open VXT and navigate to the inbox tab.
- Open VXT and navigate to the inbox tab.
- Click on the message symbol
- Locate the message symbol at the top right corner of the inbox page and click on it.
- Locate the message symbol at the top right corner of the inbox page and click on it.
- Check your phone number
- If you have multiple phone numbers assigned to you, ensure that the correct phone number is selected.
- If you have multiple phone numbers assigned to you, ensure that the correct phone number is selected.
- Input recipient details
- Enter the phone number of the recipient you want to message, or select their contact information from your saved contacts.
- Enter the phone number of the recipient you want to message, or select their contact information from your saved contacts.
- Compose your message
- Type your message into the text field.
- Type your message into the text field.
- Send the message
- Once your message is ready, click the send button. That’s it! Your SMS is on its way.
- Once your message is ready, click the send button. That’s it! Your SMS is on its way.
How to send a bulk message
The process for sending a bulk message is similar to sending a single SMS. Follow these steps:
- Go to the inbox
- Open VXT and navigate to the inbox tab.
- Open VXT and navigate to the inbox tab.
- Click on the message symbol
- Locate the message symbol at the top right corner of the inbox page and click on it.
- Locate the message symbol at the top right corner of the inbox page and click on it.
- Check your phone number
- If you have multiple phone numbers assigned to you, ensure that the correct phone number is selected.
- If you have multiple phone numbers assigned to you, ensure that the correct phone number is selected.
- Input recipient details
- Add multiple phone numbers in the recipient field to send a bulk message to a group of people. You can also select multiple contacts from your saved list.
- Add multiple phone numbers in the recipient field to send a bulk message to a group of people. You can also select multiple contacts from your saved list.
- Compose your message
- Type your message into the text field.
- Type your message into the text field.
- Send the message
- Once your message is ready, click the send button, and your bulk message will be sent to all the recipients.
- Once your message is ready, click the send button, and your bulk message will be sent to all the recipients.
How to send a message to your team
VXT also allows you to send messages directly to your team. Here’s how:
- Go to the team tab
- Click on the team tab located at the top right corner of your screen.
- Click on the team tab located at the top right corner of your screen.
- Select a team member
- All members of your team are listed here, so you can easily find and select the person you want to message. If you have a large team and don’t want to go through scrolling to get to your teammate, then you can just click the +message icon at the top left-hand corner of your screen, then input the name of your team member that you want to send a message to.
- All members of your team are listed here, so you can easily find and select the person you want to message. If you have a large team and don’t want to go through scrolling to get to your teammate, then you can just click the +message icon at the top left-hand corner of your screen, then input the name of your team member that you want to send a message to.
- Compose and send your message
- Type your message and click send to communicate directly with your team member.
- Type your message and click send to communicate directly with your team member.
By using our SMS features, you can stay connected, organized, and efficient in your communications with both clients and team members. If you need further assistance, feel free to reach out to your VXT admin or support team 👋