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Unit – Setting up SMS

This unit covers the admin functionality behind SMS messages. By the end of it, you’ll be able to set your users up to use SMS messages in Fastcall. End-user training for SMS is found here.

First, enable SMS for your org

After your Fastcall account has been upgraded to use SMS capability, you can turn it on at an account-wide level in Fastcall Settings > Admin Settings > Call Handling > Upgrade Features with the ‘Enable SMS’ button. You can also enable SMS by List here if your account has that capability.

Enable phone numbers with SMS capability

SMS functionality must be enabled per provisioned phone number. Not all phones will have SMS capability. Go to Fastcall Settings > Admin Settings > Phone Numbers and check the SMS Enabled button at the bottom of the settings for each individual number.

Set up SMS templates

SMS templates can be accessed via Fastcall Settings > Admin Settings > SMS Templates. Here you can see all templates set by your users, and also create them centrally and assign them to specific users and groups.

Fastcall supports a merge function for your SMS template. This is very similar to an email merge. You can create the merge templates as a Salesforce email template and paste it into a Fastcall template. Fastcall support fields from one object – for example – Leads. If you will message Leads and Contacts you will need one merge template for each.

SMS automation

Fastcall supports automation for SMS via Salesforce Process Builder or API. Documentation is found here.

Your users can and should create their own individual templates too!

Train your users!

Merely turning on this functionality won’t result in SMS messages being sent. You’ll need to make sure your team knows how to use it (there’s a training unit on that!) and figure out how SMS messages can fit into your business process.

Last updated: Fastcall v6.88, 2020-11-03