“Setting Up SMS and Email Templates in CRM” offers a technical guide to configuring and managing communication templates within the CRM platform, detailing the steps for creation, customization, and implementation.
The guide is intended for users who need to integrate these templates into their workflow to enhance automation and ensure consistent messaging across various channels. Key topics include template formatting, variable insertion, and deployment strategies to optimize communication efficiency and system performance within CRM.
The new contacts will be using the new default Twilio number.
We could remove the old Twilio phone number. That way all SMS will be sent from the new Twilio number bought.
If you wish to retain the old Twilio phone number, an alternative approach would be to assign the new Twilio number to the user and log in as that user to send the SMS. Additionally, you can assign the user in the Workflow action, ensuring that all automated SMS are sent from the newly purchased Twilio number.
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Here are different scenarios to explain how conversations could appear as glitching: Why are there incoming calls from different people all being attributed to the same number (e.g. +266696687)? When calls from different contacts are being combined into one contact or conversation, it’s typically due to the leads making anonymous calls. Why you are seeing […]
Try to reset Twilio number if you are NOT on Leadconnector phone system: If resetting the Twilio number is not working, When inbound SMS is not coming into CRM: 1. Login to https://www.twilio.com/login 2. Go to the top right -> Click Account -> Click Subaccounts If you have multiple subaccounts in Twilio, you can return […]
If you’re attempting to send an SMS and encounter the error message “An error has occurred. Please try again. Error message: The From phone number is not a valid, SMS-capable inbound phone number or shortcode for your account,” it means the phone number you’re using isn’t recognized as an SMS-enabled or valid sender for your […]
Troubleshooting SMS Forwarding Issues in CRM If you’re encountering a situation where incoming SMS messages appear only in the conversation tab and aren’t being forwarded to your designated forwarding number, this guide is here to assist. We’ll walk you through the typical causes of this issue and offer clear, step-by-step solutions to restore proper SMS […]
SMS delivery issues got you down? This guide breaks down the common causes of SMS failures and provides practical troubleshooting steps to get your messages through. How does SMS delivery work? When an SMS is sent from the CRM platform, it goes through various steps that can be illustrated as follows: As you may have […]
We’re here to help you get your A2P Brand approved. Registering through your Business Profile initiates the review with The Campaign Registry, and this article provides the essential information and best practices you need for a smooth and successful approval, unlocking your desired messaging throughput. How Brand Approval Works The approval process begins with a […]
The tables below outline the campaign use case categories eligible for registration under the United States A2P 10DLC system. Please be aware that the current maximum limits for campaigns per use case are as follows: Standard Campaign Use Cases Upon US A2P registration launch, the following table details the standard campaign use cases you can […]
With the updated A2P 10DLC service for sending messages using 10-digit long codes in the United States, the allocation of message-sending throughput has been revised. Now, A2P 10DLC throughput in the U.S. is determined by factors such as your Brand type, Campaign type (use case), and Trust Score (for Standard Brands). This guide provides an […]
Campaign Details After submitting your Brand Details, you’ll be directed to the Campaign Details page. Campaign Details page has two sub-sections: 1.0 Messaging use case Clearly describe the purpose of your SMS campaign. Specify who will receive the messages, the nature of the content, and the context in which messages will be sent. For example, […]