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 mottatt, 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 — Send meldinger til kunder på WhatsApp. Samtalene vises i samme logg som SMS. — and Koble til din egen WhatsApp Business-konto. DealJourney eier eller videreselger aldri nummeret ditt.
Where it lives:
- On a record — the SMS tab on a customer, contact or lead. Send an SMS from a customer or contact
- ⟦SMS-innboks⟧ — 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 aktivert for denne kontoen ennå. Et SMS-nummer må tildeles før du kan sende meldinger 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.
I denne delen
Get SMS switched on
What has to exist before you can text anybody, and who sets it up
Send an SMS from a customer or contact
Write it on the record, use merge tags, and watch the character count
The SMS inbox
Every conversation in one place, with delivery status on each message
Saved SMS texts
Write the message once, with merge tags, and send it in two clicks
WhatsApp Business
Connect your own WhatsApp account, get templates approved, and understand the 24-hour window
Consent and opting out
Who you are allowed to text, and what happens when somebody replies STOP