The Contact Summary SMS feature empowers you to send text messages directly to your client contacts within the application. This functionality is designed to enhance communication efficiency, allowing you to reach out to clients promptly and effectively.
To SMS contact, follow these steps:
- Navigate to the main navigation header bar and click on Contacts.
- You will view the list of all contacts along with their basic details.
- You can either click on the three-dot icon and select View Summary or simply click on the contact. This will open the contact summary page.
- Go to the SMS tab.
- You will see the SMS Credit on the top.
SMS credit are payment units that determine how many text messages you can send, each SMS (up to 160 characters) or multipart message consumes one or more credits. In XeopleRecruit, you can manage SMS credits in two ways: you can purchase them directly through your client account, or the XR team can buy credits from Kudosity (SMS) and allocate them to you.
- When you click type your message here, the Phone Type dropdown displays all available numbers (if added). It defaults to the main number if no SMS has been sent, otherwise, the last number used for SMS is shown. Simply pick a different number if needed, SMS will go to whichever number you select. Add one or multiple contact number(s) under ViewSummary>Personal Details>Phone Number.
- Click the Insert Template button to choose an existing template instead of composing a new message and click Send.
Contact Summary - SMS
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