How to Send SMS

How to Send SMS

Prerequisite

Need to Install the plugin in your Zoho Desk Portal. Installation Link

SMS Sending Procedure

Step 1: Go inside 'TICKETS' page if any other page being selected. In this page all available tickets will be present.



Step 2: Open a ticket. The plugin widget can be accessed from inside any ticket. 

Step 3: On the right top corner, widget icon can be found. By default widget page will be hidden. Widgets will appear once widget icon will be clicked. 



All installed widget can be found through a sliding sub-window



The “Burst SMS Extension” also can be found in the list. The widget body can be expanded or collapsed using the indicated icon.



Step 4: On the extension page, clients’ mobile number is pre-filled in “Sent To” text field. Contact number will be pre-filled from ticket contact field. Contact number can be edited if require before sending a message. 



Step 5: You can fill some detail using “Merge Field” selection. In the drop-down there are some fixed fields. If you select those fields, those information will be embedded to our message description. You do not need to search for those information and type down manually. 



For example, If you select “Ticket Number”, Click on 'Select' button, the number of the ticket will be added to the description. 

Step 6: Custom message can be written in the Description field. 

Step 7: After writing the message, message can be sent by clicking on the 'Send' button. Message will be sent to customer mobile phone and will be noted as “Outbound SMS” in the Conversation section of the ticket.



Note: If you still have any query please write us at help@saasplugin.com.au

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