Salesmsg

Operations Manager

Chris Brisson

David Stupek

Contacts & Messages

Create new tags and add them to your contacts to use with broadcasts and triggers.

Adding Tags to Contacts

Contact Notes

Contact Cleanup

Custom Fields

Learn how to filter contacts to create custom segments.

Filters & Segments

Bring Your Contact List into Salesmsg - Fast

Import your contacts

Easily manage all your contacts in one place.

Manage Your Contacts

Learn how you and your contacts can opt-out from receiving messages

SMS Opt-Out Compliance

Automatically ensure your contacts phone numbers are valid

PhoneCheckr

Sync your contacts from HubSpot, Active Campaign, Keap/Infusionsoft, and Pipedrive with Salesmsg

Two-Way CRM Contact Syncing

This feature is designed to make lead management easier, faster, and more efficient than ever before.

Salesmsg Contacts Page

Discover How to Update Contact Ownership in Salesmsg

Contact Ownership in Salesmsg

Set up customized links for quick access toxternal resources

Contact Quick Links

Contacts

Search for key words or phrases to find them in your texting history

Advanced Conversation Search

Distribute new conversations evenly and automatically

Round Robin Chat Assignment

Automatically route messages based on customer sentiment.

Assign Conversations Based on Message Sentiment

Make sure every message is wanted with a simple confirmation.

Double Opt-In

Keep everyone connected in a single group chat

Group Messaging

Add videos and documents to your Salesmsg accounts media library for quick access

Media Library

Tag or mention any or all members of your team, internally!

Member Tagging

Create and save saved responses to save time on common replies.

Saved Replies

Learn how to schedule a text to send at a later date

Scheduling Text Messages

Schedule your next meeting with your contact from Salesmsg

Schedule Meetings On Your Calendar

Take a long link and use our URL Shortener to save characters and increase message deliverability.

URL Shortener

Video SMS

Extend the power of Salesmsg to your website and web app.

Website Chat Widget

You can send sms texts, images, url links, files, vcards, .pdf and more.

What Types of Messages Can I Send?

Understanding and Using Message Signature

Message Signature

Enjoy all the same features in a cleaner and modern design

Salesmsg 2.0 Redesigned Conversations Page

Alex Molloy

Messages

Find answers and get help from Intercom Support and Community Experts

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