In the Salesmsg mobile app, texting goes beyond simple messages. With powerful features like Scheduled Messages and Saved Replies, you can manage and automate your communications to stay connected with your contacts efficiently. This article covers how to use these features to streamline your workflow.
Texting in your Conversations
When texting in your conversations you can select any contact that you want to message by selecting the Message icon at the top of your inbox. If you are in a unified inbox then once you select the message icon you choose the inbox you want to send the message from.
In you messages beside the message you are texting you are shown the ammount of characters you have remaining in your text.
As well below your message you can add any add ons
Saved replies
Auto Inputs into your text
Images that you can select from your photo gallery and your files
Links
Notes
Recored messages
All of which can be added to your message or can be sent as a seperate message
Scheduling messages
Scheduling messages allows you to set up texts in advance and send them at a specific time, helping you stay on top of communication without needing to send texts manually in real time.
How to Schedule a Message:
Open a Conversation:
Navigate to your Inboxes and tap on the conversation where you'd like to schedule a message.
Compose Your Message:
Type the message you want to send in the text field.
Schedule the Message:
Before hitting "Send," tap on the clock icon next to the send button. This will open the scheduling options.
Choose a Date and Time:
Select the date and time you want the message to be sent. Ensure you double-check the time zone to avoid any confusion.
Confirm the Schedule:
Once you've set the time, tap Schedule to confirm. Your message will be queued and sent automatically at the scheduled time.
To begin type out any message that you want to send to your contacts you can add any media or inputs that you want such as media, voice recordings, and links and select the Clock icon next to the send option.
Select all of the Inputs that you want for your scheduled message.
If you activate the "Stop on Response" option, your scheduled message will automatically be canceled upon receiving an inbound message from the contact. This is particularly useful for avoiding redundant automated follow-ups, such as "Haven't heard back from you," if you've already received a reply.
Altering and Deleting Scheduled Texts
By clicking on the edit button located in the conversation window, you are now able to modify your scheduled message.
If you need to cancel your scheduled response, click the Delete to cancel the message. Or set your message to Stop on Response.
To alter your Scheduled Message you can add, Media, Links, and Voice Recordings to your message this helps you make sure that you don't send the wrong message and have the proper information in your Scheduled message.
If you activate the "Stop on Response" option, your scheduled message will automatically be canceled upon receiving an inbound message from the contact.
This is particularly useful for avoiding redundant automated follow-ups, such as "Haven't heard back from you," if you've already received a reply.
Saved Replies
Saved Replies let you store frequently used responses, saving time when handling common inquiries or responses. This feature is especially useful for teams that deal with high volumes of similar customer queries.
How to Use Saved Replies:
Open a Conversation:
Go to your Inboxes and select the conversation where you want to send a Saved Reply.
Access Saved Replies:
Tap the Saved Replies icon (usually represented by a speech bubble with a +) next to the message field.
Choose a Saved Reply:
Scroll through your list of saved replies and tap on the one you want to send.
Send the Reply:
Once selected, the saved reply will populate the message field. Tap Send to deliver the message to your contact.
Managing Saved Replies:
Creating a New Saved Reply: You can create a new saved reply by tapping on the + Add Saved Reply button within the Saved Replies menu. Enter the text you want to save, and it will be available for future use.
Editing or Deleting Saved Replies: To edit or remove an existing reply, open the Saved Replies section, long-press on the reply, and select Edit or Delete from the menu.
Frequently Asked Questions
What is the difference between a Personal Inbox and a Shared Inbox?
A Personal Inbox contains conversations tied to your personal Salesmsg phone number, and only you have access to these conversations.
A Shared Inbox is used by teams or departments, allowing multiple users to view and manage the same set of conversations.
How do I switch between different Inboxes?
To toggle between different Inboxes:
Tap the Inboxes tab at the bottom of the screen.
Tap the title of your current Inbox at the top of the screen to open the Inbox dropdown.
Select the Inbox you want to switch to from the list.
How do I start a new conversation?
To start a new conversation:
Tap the + New Conversation button within any Inbox.
Select an existing contact or enter a new phone number.
Type your message and hit send.
What filters can I use in my Inbox?
Inbox filters allow you to organize conversations based on their status. You can filter conversations by:
Unread: Show only unread messages.
Closed: View conversations that have been marked as closed.
Assigned Team Members: See conversations assigned to specific team members.
Tags: Use tags to filter conversations by specific categories.
Can I use the Salesmsg mobile app to collaborate with my team on shared conversations?
Yes! Shared Inboxes allow you and your team members to collaborate on conversations. Each team member can view, respond to, and reassign conversations as needed.
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