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How to use SMS in TProfile

How to use SMS in TProfile

Owned by Kerrie O'Sullivan
11 Apr 2023
2 min read

Once this has been set up, you will be able to send an SMS and view all incoming and outgoing messages in the enquiry history.

How to get there: Dashboard ⮕Customers enquiry page⮕ History tab

  • Create an enquiry

  • Under the History tab, you will see a button called SMS

  • Select the SMS, this will open up a comment box

  1. Add your message to the message box

  2. The contact number related to the enquiry will automatically drop in

  3. Click on send

  4. Your message will drop into history under the type SMS

  • When the customer replies back to the SMS message the agent will receive an email notification

  • The message will drop into history

  • In the history log, click on events and you can view statuses

 

 

  • You are able to add the URL link from the quote in your message, which is then viewable on a mobile iPad by using the same method as above: either take the URL from the quote or once you have sent the quote >

  1. Go into history and find the quote.

  2. Right-click over YOUR HOLIDAY QUOTE.

  3. Copy link address

  4. Paste into the SMS

  5. The feedback works in the same way that you sent it from the quote SEND TO CUSTOMER option. 

 

Tips

  • The SMS relates to the customer's contact number, if you have the same number in the system more than once the reply will go to the first enquiry set up with that number. If this happens the reply will be in UNASSIGNED EMAILS, which only admin users can view.

  • You can only use one phone number in the SMS

Why not follow each step in our handy video guide, you can access it by clicking here

 

 

For further information please contact our Training Manager Kerrie O’Sullivan 

Email: kerrie@tprofile.co.uk