Sending a Text Message

Modified on Mon, 22 Jun at 5:10 PM

How to Send a Text Message

  • Search for a lead using the search box (use their Lead ID, Name, Company Name, Email Address, Address, or Telephone number).
  • Click the New button on the Lead Summary Page.
  • Select the desired option from the drop down - in this case, choose to send a Text message.
  • Enter the text you wish to send to the lead, or choose a template message.
  • You have a limit of 918 characters per text message.
  • Be careful when using variables - these are often replaced with longer words. For example, {LEAD_ADDRESS} could be replaced with Flat 2, 112 The High Street (which uses more characters).
  • Messages over 160 characters will be sent as multiple text messages (up to 6) but will appear to the recipient as one message.
  • To send a text message, the lead details must contain a valid UK mobile number.

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