Sending a single SMS to a customer is a simple and efficient process. Follow the steps below to compose and send an SMS using the TextCRM messaging service.

Steps to Send a Single SMS

Step 1 : Open Messaging Service

• Navigate to the Messaging Service menu in the main navigation bar.

Step 2 : Access the Send SMS Option

• From the submenu, click on Send SMS to open the SMS sending interface.

Step 3 : Select the Single SMS Tab

• On the SMS page, click the Single SMS tab to access the form for sending an individual SMS.

Step 4 : Fill Out the Form

• Complete the form with the required details:

1. Select Channel/Operation Name:

• Choose the desired messaging service (e.g., GP SMS Service, Robi SMS Service).

2. Choose Sender ID

• After selecting the channel, the available Sender IDs will be displayed. Select one.

3. Select Segment List :

• If applicable, choose a segment from the dropdown. This helps categorize your SMS.

4. Select Phone Number:

• Input the recipient’s phone number. Ensure the format is correct.

5. Select SMS Type:

• Choose the type of SMS (e.g., Text, Others).

6. Write SMS Content:

• Compose the SMS message. Ensure it adheres to the character limit.

Step 5 : Use Predefined Templates (Optional)

• If you have predefined templates:
  • Click the Template button to open the template list.
  • Select the desired template. The content will auto-fill into the SMS field.

Step 6 : Send the SMS

Once the form is complete:

• Review the details.
• Click Send SMS to deliver the message to the customer.

By following these steps, you can quickly send a single SMS to a customer using TextCRM’s messaging service. The streamlined process ensures accurate and efficient communication.