Leverage seamless, end-to-end communication with your clients from the Platform.
Primary Audience: All Internal Users
Clients can now respond to Marketing and salespersons text messages. Additionally, your organization can configure these messages to be sent from dedicated numbers with local area codes specific to your organization.
When clients reply to texts received from their assigned salespersons, the messages will appear in the Text Messages section of each Client Summary page.
- Client replies initiated within 24 hours of the initial text being sent will be routed to the salesperson who sent the message.
- For replies sent after the 24-hour window, all assigned salespeople will receive a notification.
Managers can view a log of all salesperson texts on the Admin > Notes page.
- Note: replies cannot be seen through the Admin tab. To access replies, please go to the Client profile of each individual clients.
Replying “STOP” will unsubscribe a clients from the specific number that the texts were received from. This is the process used for both Marketing and Sales numbers.
Sales Messages
To see a client's replies to Sales Messages, go to the Text Message section of the Client Summary page. Salespeople can continue the conversation by typing their replies in the text box. Client replies will appear in the message thread.
- If you want the client to contact you directly via call or text, it's recommended to include your personal contact information in the sales message.
Navigating to a client’s Text Message page will allow you to access their conversation history.
Marketing Messages
Admins and Marketing leads can view client replies to Sales Messages on the Received Messages page, found within the Inbox sub-tab of the Marketing tab.
It is important to note that client replies to the Marketing number will need to be managed by your team. We encourage you to work with your Partnership Manager to determine the best process for your team. If your organization wishes to disable Marketing text replies, please have an Admin contact our Partner Enablement team to update your Platform configurations accordingly.
If you need a refresher on how to effectively communicate with your clients in the Team Hub through text messages, check out this lesson: Leveraging Text Messaging with Clients.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.