Don’t see your Customer Relationship Management tool? No worries, if your CRM has automation features that can ping a webhook we can take advantage of that to send contacts Salesmsg SMS & MMS messages.
Step 1: Create Your Salesmsg Trigger
To start, head over to Triggers and click New Trigger.
The name of the trigger. (internal)
Select which number you want to send the text message coming from, you can select the Salesmsg member or a SharedInbox.
Salesmsg internal tags that are applied to the contact when this trigger is sent.
Your personalized text message. You can insert images (MMS), emoji's, as well as Salesmsg internal properties in the text to personalize your message. Note that the ( first_name } merge field is targeting the First name field on Salesmsg if the contact on Salesmsg does not have a first name be sure to include a fall-back.
Step 2: Copy Your Webhook
After you've created your Trigger, click on the icon to copy your webhook URL.
Step 3: Insert your webhook
Now that the webhook is created attempt to use it on your platform, for the purposes of this tutorial we'll ping our custom webhook with Ontraport. No matter what platform you want to use the webhook on, there must be a field to insert the webhook and a method to enroll contacts into the automation that the contact information will be processed on the webhook.
In this step, we are telling the Salesmsg webhook what the property title to target for that field is. It should be straight forward enough, phone=phone number, las = lastname, ect.
With many automation tools, there are two methods of enrollment. Contacts either get enrolled manually by a user or they meet some qualification that automatically enrolls them. For our example, we'll manually enroll our contacts.
Not only does this serve to send the message, but it will also create contacts if a contact with that phone number does not already exist.
You can reach out to [email protected] to verify the status of the contact that was intended to be processed on a webhook if your platform does not have any task or automation history or reporting.