To activate the module, you must send an email to your account manager via sales(AT)crm-pour-pme.fr (replace (AT) with @).
To then allow the concerned users to use this function, you must:
Go to the administration area of Simple CRM: Top menu -> Admin -> Settings: then enter the email and pass you use for your SMS subscription.
Then go to the user profile(s) to authorize: Top menu -> Admin -> User list -> Select a user -> Check the box "Allow SMS sending".
The module will then be active and accessible either directly from the SMS icon next to the mobile phone numbers, or from the Application Launcher -> Tools -> SMS.
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Showing posts with label SMS. Show all posts
Showing posts with label SMS. Show all posts
2018/04/15
2018/04/07
I'm planning an SMS campaign. How do I export my contacts' mobile numbers?
You will probably target your SMS messages to send to certain contacts only, depending on their interest in your products.
Go to the Query module (menu up -> Queries).
At the top of the list of interest checkboxes, check the type of search to perform (either contacts that are assigned to at least one of the interest checkboxes, or all interest checkboxes).
Then check the area(s) of interest to search.
Finally, click on the "Search" button.
You get a list of contacts assigned to these areas of interest.
Then click on the button "Export to CSV". You then get the list as a CSV file.
Open this file in Excel. The "GSM" column contains the mobile numbers of the selected contacts.
Use this column to send your SMS campaign.
Go to the Query module (menu up -> Queries).
At the top of the list of interest checkboxes, check the type of search to perform (either contacts that are assigned to at least one of the interest checkboxes, or all interest checkboxes).
Then check the area(s) of interest to search.
Finally, click on the "Search" button.
You get a list of contacts assigned to these areas of interest.
Then click on the button "Export to CSV". You then get the list as a CSV file.
Open this file in Excel. The "GSM" column contains the mobile numbers of the selected contacts.
Use this column to send your SMS campaign.
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