SMS and WhatsApp

You can text customers from inside DealJourney, and their replies come back into it. Every message is logged on the customer or contact as SMS sendt or SMS modtaget, so the exchange sits on the timeline next to the calls, emails and meetings rather than in somebody's phone.

Two channels, one thread. SMS goes out over your own number. WhatsApp runs over your own WhatsApp Business account — Skriv til kunder på WhatsApp. Samtalerne vises i samme log som SMS. — and Forbind din egen WhatsApp Business-konto. DealJourney ejer eller videresælger aldrig dit nummer.

Where it lives:

• On a record — the SMS tab on a customer, contact or lead. Send an SMS from a customer or contact
• ⟦SMS-indbakke⟧ — every conversation in one place, for whoever is watching for replies. The SMS inbox
• In automation — Send SMS: Send en SMS via Link Mobility. See What a rule can do.

SMS costs money per message and is billed to your workspace, which is why it is off until a number is assigned: SMS er ikke aktiveret for denne konto endnu. Et SMS-nummer skal tildeles, før du kan sende beskeder til kunder. See Get SMS switched on.

Consent is not optional. Marketing texts need the recipient's agreement, and a reply of STOP has to be honoured. Both are tracked on the record: Consent and opting out

SMS is for short and time-critical. A confirmation, a reminder, a "running ten minutes late". Anything that needs a paragraph is an email, which is also where the reply is easier for the customer to write.