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All CollectionsGetting Started with Salesmsg
Textize Your Franchise with Salesmsg
Textize Your Franchise with Salesmsg
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Written by AccountManager
Updated over a week ago

Getting Started

All Salesmsg accounts should have access to the Clients tab located on the left menu. If you don't have access, please contact our support team to start an Agency account. <[email protected]>. Once you're set up, you'll be able to invite other clients to sign up for their Salesmsg accounts.

Inviting Clients to Your Agency Account

  1. Log into your Account

  2. Create an Organization

  3. Enter an admin's email address and choose your HubSpot team to attach a new organization. You can either create an organization from scratch or clone the existing parameters of the parent account.

  4. Select a standard Salesmsg subscription or contact our team to choose a custom one.

  5. Your franchisee will receive an invite to activate their account and once the account has been created, the agency can then manage the admin settings, integrations, webhook triggers, and send texts on their behalf.

All franchisee accounts are consolidated into a single view where they can be easily managed. In the same view, you can follow up on the pending invites.

Assuming a client's account

To access one of your organizations accounts from your Agency portal, locate the client account you wish to access and select Assume Organization. You'll have access to:

  • Setting up their Integrations

  • Account Settings

  • 2-way texting

  • Broadcasts

  • Billing

Stop Assuming a client's account

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To exit your client accounts, simply click on Stop Assuming and you will be directed back to your Agency Portal.

Setting up child accounts

Follow the article collection below to set up a Salesmsg account with local phone numbers, add team members, set up Auto-Recharge, Integrations, and more.

Flexible Payment Methods

Additionally, Salesmsg Agency Owners have the flexibility to select their organizations desired subscription model and either pay for the franchisee's accounts on their behalf or have them pay for Salesmsg themselves upon registration.

Integration Capabilities for Franchise Clients

Our platform is continuously evolving to better serve the dynamic needs of franchise clients. A key aspect of this evolution is the ability for franchisees to independently integrate a variety of essential business tools directly with their Salesmsg accounts. This feature enhances both the autonomy and the operational efficiency of each franchise.

Diverse Integration Options

We offer a broad range of integrations, each designed to streamline different aspects of business communication and workflow management. The available integrations include:

  • Slack: Seamlessly integrate Salesmsg with Slack for efficient communication management, allowing for instant messaging responses and alerts within the Slack environment.

  • Aircall: Connect with Aircall to unify call and text communication platforms, simplifying call management alongside text messaging services.

  • Google Workspace: Enhance organization and scheduling by synchronizing Salesmsg with Google Workspace, ensuring contacts and calendar events are always up to date.

  • Zapier: Leverage the power of Zapier to connect Salesmsg with a myriad of other apps, automating workflows and enhancing productivity.

  • Make (formerly Integromat): Use Make to create complex, multi-step automations, connecting Salesmsg with various apps and services through a user-friendly visual platform.

Enhancing Franchisee Experience

This integration capability is a cornerstone of our commitment to providing versatile and powerful communication solutions. It empowers franchisees to tailor their Salesmsg experience to their specific business needs, ensuring they have the tools necessary for efficient and integrated business communication.

Detailed guides on setting up and managing these integrations are available in our support section, providing ongoing assistance and insights to optimize the use of our platform.

Frequently Asked Questions

Does it cost anything to change my member's role?

Only if they are going from the free view-only role "Observer" to a higher permission.

Can I make any user the "Owner" role?

The "Admin" role is the closest a member can be to an "Owner". As the Owner, you can request that you exchange your Owner role with another member but there can only be one Owner.

Does disabling ALL the features drop a user to an Observer?

No. Turning off all feature permissions is not enough to turn a user into an Observer. The Observer role needs to be selected to turn the user into a view only user.

What does Contact Access control?

It controls which Contacts are visible to the Member. This feature is particularly useful if your company has a large number of teams or locations, as you can set Contact Access at the team level and ensure that all contacts remain organized in their respective areas.

Need Help? βœ‹πŸ»

Contact us on live chat or send an email to us at [email protected].

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