LeadBooker CRM allows you to schedule an SMS/MMS. Write your SMS/MMS as you usually do, then schedule it to be sent at a more suitable date or time. This feature gives you greater control, allowing you to shift your work-time to your convenience and for your recipients.
The user can schedule an SMS/MMS from the Leads page and Schedule SMS page.
1) Leads Page: To schedule an SMS/MMS for the future, log in to LeadBooker CRM and then go to the Leads page and select the Leads to send the SMS/MMS. Then click on the Send Text SMS link as shown in the below image.
Note: Selected Leads shouldn't have an invalid number and shouldn't be disabled from Send Auto SMS Template.
A pop-up will open with the selected Leads. The two options to send an SMS/MMS are listed below:
A) Send Now: The SMS/MMS will be sent immediately. To send an SMS/MMS immediately, type a message in the text area field or select a pre-added SMS template or attach an audio/video/image by clicking on the below buttons. Then click Send Now as shown in the below image.
B) Schedule: See below for steps to Schedule SMS.
Timezone - This option will be shown only if you have multiple websites and each has a different timezone.
Schedule Date - Choose the Date when you want to send the SMS automatically to your Leads.
Repeat - In LeadBooker CRM you can schedule SMS on a recurring basis. For example Daily/Weekly/Monthly/quarterly/Half-yearly and yearly. By default, if the Never Option is selected, the scheduled SMS will be sent only once.
End Date - This will stop the recurring scheduled SMS on a certain date. Leave it blank if you don't want to stop the recurring scheduled SMS.
Click here to manage/edit the scheduled SMS/MMS campaign.
2) Schedule SMS Page: To schedule SMS/MMS for the future from the Schedule SMS Page page, log in to LeadBooker CRM and hover on the Communication menu. Then click on the Scheduled SMS menu as shown in the below image.
Click Schedule New SMS. A pop-up will open with the list of all the Leads having a verified/pending phone number status. Select the Leads you want to send the SMS/MMS to then click on the Next button as shown in the below image.
The two options to send SMS/MMS are listed below:
A) Send Now: The SMS/MMS will be sent immediately. To send the SMS/MMS immediately, type a message in the text area field or select a pre-added SMS template or attach an audio/video/image by clicking on the below buttons. Then click Send Now as shown in the below image.
B) Schedule: To schedule SMS/MMS for the future, type a message in the text area field or select a pre-added SMS template or attach an audio/video/image by clicking on the below buttons. Then click Schedule as shown in the below image.
Below are the options if you choose to Schedule SMS.
Timezone - This option will be shown only if you have multiple websites and each has a different timezone.
Schedule Date - Choose the Schedule Date on which you want to send the SMS automatically to your Leads.
Repeat - In LeadBooker you can schedule SMS on a recurring basis. For example Daily/Weekly/Monthly/quarterly/Half-yearly and yearly. By default, if the Never Option is selected, it means the scheduled SMS will be sent only once.
End Date - This stops the recurring scheduled SMS on a certain date. Leave it blank if you don't want to stop the recurring scheduled SMS.
Click here to manage/edit the scheduled SMS/MMS campaign.
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