“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.
Currently no frequently asked questions. Submit feedback on this article to help add questions to this section!
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 […]
What is Hosted SMS? Hosted SMS enables you to send and receive text messages on voice-enabled numbers you currently use with a different carrier. It has no impact on your voice services. We simply register the number for SMS, allowing messages to be routed to and from the platform. What numbers can I host on […]
Step 1: Locate your Location ID: Step 2: Enter Customer Name (the name should appear exactly as it does on the telephone bill) First Name: Last Name: Business Name (if the service is in your company’s name): Step 3: Enter Service Address on file with your current carrier (Please note, this must be a physical […]
Number Name The internal label for the phone number could be something like “primary marketing number” or even named after the employee responsible for managing it. Forwarding Number When someone dials the newly purchased number, the call will automatically be forwarded to the designated phone number set in this field. Pass Called Number As Caller […]
Kindly share the Location ID with our support team for the Twilio number(s) you’re attempting to transfer. This will allow us to locate the ISV account’s Account SID on your behalf. 1. Create a support ticket with Twilio support With the Subject: Moving numbers request 2. Copy and paste this email CC: [email protected] and click […]
Ensuring consumer trust in voice communication is essential. People expect relevant and personalized interactions while being safeguarded from spam and intrusive calls. This guide outlines the latest best practices to help uphold a strong caller reputation. Why does caller reputation matter? Across the industry, ongoing efforts are being made to curb unwanted calls to consumers. […]