SMS
To edit an SMS Template, Management Portal, Settings cog > Email and SMS > Email Templates (Email, SMS and Letter templates are visible here) and cho...
Fri, 22 Apr, 2022 at 4:26 PM
No, the Formitize SMS gateway is used to automatically send texts (SMS) to your customers.
Fri, 22 Apr, 2022 at 4:32 PM
Formitize CRM includes the ability to use automated SMS text messages for Updates, Reminders, notification which allows for a more efficient and smooth work...
Fri, 22 Apr, 2022 at 4:00 PM
The sent SMS messages will show up in the Timeline, This can be found, Management Portal CRM > Contacts > Communication OR Home > Timeline.
Fri, 22 Apr, 2022 at 4:27 PM
To create an SMS template, simply open your Settings cog > Email and SMS > Email template (SMS, email and letter templates are created here) create te...
Fri, 22 Apr, 2022 at 4:23 PM
To check your SMS Account Balance, go to Settings cog > Accounts > Email and SMS > Current Balance.
Fri, 22 Apr, 2022 at 4:23 PM
To stop your SMS messages being sent late at night or early in the morning you can Schedule Automated SMS reminders to fall within a certain time-frame duri...
Fri, 22 Apr, 2022 at 3:55 PM
A time restriction can be set for the hours that SMS messages are sent to recipients to avoid very early or very late messages being sent. Access this sett...
Fri, 22 Apr, 2022 at 3:41 PM
To set up SMS Messages in your management portal, go to Settings cog > Email and SMS > SMS, fill out the form and Process Payment.
Fri, 22 Apr, 2022 at 4:03 PM
To top up your SMS balance, go to Settings cog > Email and SMS > SMS > Auto-Top-up where you can also set up automated topping up of the account to...
Fri, 22 Apr, 2022 at 4:21 PM