SMS Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Manual Sync of Activities in AMS360

Anjali Kapadia — Fri, 22 Sep 2023 17:00:21 +0000

Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic.

To view the enhancement:

Navigate to settings
Click AMS360 sync fields
By default, the auto will be selected, but agents/admin can change it to manual.

So, if the manual sync option is selected then any activities performed related to notes, SMS, email, task, files, and activity, then the sync option will be available under the action tab (3 dots). To sync the activity agents need to click the sync button.

Note: The sync option will be available if the contact is synced with AMS360.

For example, if you want to sync an email, then once you click on the sync option, you will get the option to select the activity and the select policy. But the activity and policy are optional, it’s not mandatory. These two sync fields that are activity and policy will be available while syncing notes, SMS, email, task, and files.

But for activities the sync fields are different, and the contact name is mandatory.

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Map Text Messages after Adding Contact in Texting

Anjali Kapadia — Mon, 18 Sep 2023 06:58:56 +0000

You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on the basis of the unknown phone number, you can map all the text messages from the same phone number.

To view the enhancement:

Navigate to the text message section
Click on Create New

Fill in the details and click on Save

You will get a notification saying:

Once the contact is created it will be visible in the text section too.

If you navigate to the contact section, you will find all the text messages related to this number in the Communications section.

If there are duplicate contacts for the same number, then all the text messages from the particular number will be mapped under the newly created contact.

The post Map Text Messages after Adding Contact in Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Action icon – send SMS? Could you also view the message in the text messaging module

InsuredMine — Fri, 25 Aug 2023 11:55:52 +0000

In this article, you will learn:

How does send SMS action work inside a deal card?

Inside the deal card, the column on the right shows all of the actionable items. Click on SMS at the top of this section.

You will see this pop up screen.

Here, you can select a template if you wish. We have some templates created for you to use but you can always create others and save.

You can type your text message in the Message box. You can also attach any files here that you wish to include with your text message.

Just click Send.

Your client will receive this text message and the history will be saved. If you need to check the history of your text messages for this deal, you can go to the middle section on the dealcard and click on the SMS tab. Here you can review all of the text messages sent.

Enhancement! June 2021

How to Move Sms Attachments to User Documents

The purpose of this enhancement is to create an effortless process to add an SMS attachment in the user document section. If the timeline of a deal card contains an SMS attachment, you can move it to the user document.

To view the enhancement:

Navigate to Pipelines
Select a deal card
Click on communication
Select Text

You can have a view of the SMS along with the attachment that has been sent from this deal card.
Click on the document folder icon to move the attachment in documents.

Once you click there will be an action message asking if you are sure to move the attachments.
Click ‘yes’ to move it to the user documents.

You will get a success notification saying “Files moved successfully”

To check the user document folder, navigate to Contact 360 of the deal card.

In the document list, you will find the SMS attachment that you have moved.

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Signature implementation for Texting

Anjali Kapadia — Thu, 10 Aug 2023 15:35:45 +0000

Now you can add a signature while sending text messages as well. In order to do that, you must add and save the signature template you want with every text message. To have the signature added automatically, you will need to mark it as default.

This signature will be applied whenever you send any text message from Pipeline Automation, Send Text Message (through the add Button on the top), and Single Contact Drip.

To view the enhancement:

Navigate to Engagements
Click on Signatures

Click on Add Signature

Select Text
Type the subject for the signature
Type the signature content
Check the box to Mark as Default
Click on Submit

You will get a notification saying:

You can also mark the signature as default from the signature list.

Note: If you deselect this, the signature will not be added by default while sending any text message.

Note: Signature can be added only once for text messages.

In Pipeline Automation

In Single Contact Drip

In Send Text (from Global add button +)

Note: If you have already selected to add the signature by default, it will be automatically added. If you have not done so, click on the Add Signature checkbox while sending the text message.

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