“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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This messaging policy is applicable to all subaccounts utilizing LC – Phone for communication within the CRM platform. Everyone expects the messages they want to receive to arrive without interference from filters or other barriers. A key way LC – Phone and its users can help ensure that outcome is by actively preventing and removing […]
HighLevel is dedicated to helping you stay compliant with messaging regulations, including A2P 10DLC standards in the U.S. To support this, we’ve enhanced our SMS compliance settings for sender ID and opt-out messaging. These improvements ensure that the initial message in any conversation—such as Missed Call Text-Back (MCTB) or review requests—automatically includes sender identification and […]
What is a Regulatory Bundle? Telecom carriers in certain countries require Regulatory Bundles to confirm the identity and location of individuals or businesses acquiring phone numbers. These bundles typically include documents like a government-issued ID, utility bills, or business registration information, ensuring compliance with local laws on number ownership. Phone numbers in regulated regions cannot […]
Poor call quality can hinder effective communication with leads and clients. This article provides guidance on identifying and resolving VoIP call issues within a HighLevel, covering troubleshooting steps for devices, network connections, and software configurations. What is Bad Call Quality? Low call quality in HighLevel can negatively affect customer interactions, reduce agent efficiency, and hinder […]
This article will guide you through creating and using Call Scripts within the HighLevel’s Web Dialer. Call Scripts enable agents to maintain consistency and efficiency by following a predefined script during calls—ensuring clear messaging without the hassle of switching tabs or looking for notes. What is Call Scripts? Call Scripts is a feature within the […]
When you delete and release a number, Twilio holds it for 10 days in case you need to reclaim it. After this period, you’ll have to contact Twilio support to recover the number. If the sub-account is on LC Phone, please reach out to CRM support. By signing into the Twilio Console, you can recover […]
If you’re unable to use our tool to transfer numbers, please refer to the steps outlined below. Twilio phone numbers can be easily transferred between different projects by the Twilio Support team. To request this change, please gather the following information: Once the Twilio support team moves the number into the correct sub-account within your […]
After entering the subaccount, navigate to the bottom left and click on Settings. Click on Phone Numbers Click on the trash icon to remove the number Once you confirm by typing Delete below, Click on Confirm Delete If you’d like to retain or reset the Twilio number webhooks, select “NO” here to ensure the number […]
How to locate the gaining SID for the account: 1. Click on sub-account name on the top left 2. Click on Switch to Agency View 3. Click on Settings 4. Click on Phone Integration 5. That’s the master Twilio account SID 6. Click on Sub Account Settings 7. Select the pencil icon on the right […]