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Sending SMS Messages



  • You must have outbound SMS configured.
  • If needed, you should have set up your SMS templates.
  • The New SMS drop-down should have been added to the table Action Bar. 

Follow these steps

  1. In a table, select the message recipient(s) from the list.
  2. Select the SMS drop-down and click Send SMS. 

    The Send SMS Window opens.
  3. If you want to use an existing template, select Insert > <SMS Template Name>, or select Populate from template and choose the template.
  4. If you want to use a variable, select Insert > Variable and create a formula.
  5. If you want to use the content of an existing message, select Insert > Message to Import and select the message from the list to import.
  6. Select the outbound mail sender in the From drop-down.
  7. Select the Phone Field in the To Recipients section.
  8. Enter the SMS content.
  9. Optionally, add an attachment.
  10. Click Send.