Note: Our Cadence SMS offering is generally available but needs to be enabled by our support team. Please reach out to support@autoreach.io for more details
AutoReach enables your contact center to provide a multi-channel approach with automated SMS messages that are sent on behalf of an agent as part of cadence which will be covered later in this user guide.
For example (see above), a common use case for our customers is to automatically send an SMS message 30 seconds after a call is made letting the record know that they just recently called and that they can respond also via text message.
SMS Fundamentals
- A cadence must be begin with a call step first before a cadence SMS step can be applied
- Order of operations:
- A SMS message template is created first
- SMS message templates are then applied on the cadence step
Create a new SMS Message
- Select Manage > Message Templates to create a message template
- Click New
- Enter a name
- To make this template available for use, select Visible for all agents
- Enter in your desired message in the Body field. Note that you can use any visible custom field from AutoReach CRM for field merges which helps personalize each outbound SMS