Manage SMS and SMS Templates for the Dialer

Enabling SMS

To enable SMS in your account:

1.) Browse to the Admin Console, select "RingDNA Dialer" in the left hand navigation and click on RingDNA Dialer Settings:

mceclip1.png

2.) Browse to the "SMS Messaging" section, locate the "SMS" toggle and click it ON:

mceclip0.png

Note: If the SMS Messaging section is not visible in the RingDNA Dialer Settings, then reach out to Revenue.io's Support team to request activation of SMS in your account.

 

3.) Accept the SMS Agreement to proceed with enabling SMS for Dialer users in your account:

mceclip2.png

4.) After clicking the Enable SMS Messaging Feature, the modal will close and you'll see a text field (highlighted below) listing the results of smart number provisioning in your account. No action is required here.

mceclip1.png

5.) Click Save at the top of the page.

 

 

SMS Templates

Revenue.io Administrators can configure SMS Templates for teams to use.

 

To create new SMS templates, follow the below steps:

1.) Log into the Admin Console

2.) In the left hand navigation, under Products, click RingDNA Dialer and select the RingDNA Dialer Settings link:

mceclip0.png

 

3.) Ensure the SMS Messaging toggle is turned on

mceclip0.png

4.) Toggle the SMS Templates toggle on. Then click the Save button at the top right of the screen.

mceclip2.png

3.) Scroll down to the Call Notification section:

mceclip3.png

4.) Click the green + icon

mceclip4.png

5.) On the SMS Template modal window:

  • Enter a Name
  • Enter the Template text 
  • Limit the visibility of the SMS template to a particular team by selecting a team for the Teams field

    User-added image

 

6.) Click Save

mceclip5.png

 

Once the SMS Template is created in the Admin Console, Agents can see a list of the templates they have access to by clicking the message icon in the message composer:

mceclip6.png

Was this article helpful?

/