Send Text Message via Dialpad Follow

To start with Sending Text Messages via Dialpad, a user should have an active Dialpad account. The logged-in user’s email is checked and if the corresponding Dialpad account is found then they can send the text.

NOTE - Dialpad APIs don’t support attachments right now, so you can’t send MMS.

• Sending One-to-one message
• Sending Bulk message
• Scheduling Text Message
• Send Text via Dialpad (Automation)

Sending One-to-one message

• Clicking on any phone number will give an option to Text.
• Choosing Text option will open up the Salesmate Popup
  • It will display To number
  • From User Name (It will show the logged-in user’s email id here, can’t be edited.)
  • Text Message (Option to choose template)
  • Send / Schedule
• Upon the template is selected, the system will parse the variables and show the message as below.
• On Send the text will be sent from the linked user's account.

Sending Bulk message

• Select multiple contacts or deals to send a bulk text message.
• Choosing Text option will open up the Salesmate Popup.
  • It will display To Number (You will need to select any of the contact’s phone or mobile fields. By default Mobile Field will be selected)
  • From User Name
  • Text Message (Option to choose template)
  • Send / Schedule
• If you select any template then it will show the message with variables. The variables are replaced in the backend while sending messages to customers on a one-on-one basis.
• On Send the text will be sent from the linked user's account.

Scheduling Text Message

• You can schedule a one-to-one or bulk text message.
• Scheduling a message will send those texts once the predefined time has arrived.
• In case the user who has scheduled the message doesn’t have an active account then messages will fail from sending: “No Dialpad account found”.

• How would the Text appear to your Contact?

Send Text via Dialpad (Automation)

• There is an Automation Action called Send Text via Dialpad
  

• This will follow the base rules as stated here: Send Text
• The action will have a tooltip: “Send a text to the contacts via Dialpad from specified user.”
• The differences are stated here with:
  • The link would redirect the user to the app detail page of DialPad.
  • In case the plan doesn’t support the DialPad, then user will get the upgrade popup on click of Install button.
  • Instead of From Number it will ask From User (List of Salesmate users who have active Dialpad account)
  • The texts will be sent from the Dialpad number associated with that User
  • For any reason, if the selected account is no more active then message sending will fail: “No Dialpad account found”
  • If any other error has come from Dialpad while sending the text then it will be visible with text as we do in the current system.
  • In case DialPad account is not connected, or not installed, or not supported. A message is displayed in the popup “You need an active DialPad connection to use this feature. Click here to connect.”

• In case DialPad account is not connected, or not installed, or not supported. A message is displayed in the popup “You need an active DialPad connection to use this feature. Click here to connect.”

• Click on Save.

NOTE - Texting via Sequences from Dialpad is not available.