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Sending SMS from the PeopleLinx app
Sending SMS from the PeopleLinx app

Learn how to use SMS on PeopleLinx to quickly notify your contacts of important events

Natalie Martinez avatar
Written by Natalie Martinez
Updated over a year ago

PeopleLinx provides its users with the ability to send SMS messages. To start sending SMS, make sure that the Cloud Calls feature is enabled in your PeopleLinx account and you have rented a phone number in Calls section in Settings. There should also be a valid phone number in the contact profile.

Before allowing PeopleLinx users to send SMS to their contacts, we have to collect proof of Opt-In form for SMS on your website. This form should contain the following information:
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1. Program name and/or a description of the messages that will be sent

2. Organization or individual being represented in the initial message

3. Fee disclosure ("Message and data rates may apply")

4. Service delivery frequency or recurring messages disclosure ("4 messages per month", "Message frequency varies", "1 message per login", etc)

5. Customer care information (typically "Text HELP for help" or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA)

6. Opt out instructions (typically "Text STOP to cancel") - not required for single message programs (i.e 2FA)

7. Link to Privacy Policy describing how end user opt-in information will be used

8. Link to Terms and Conditions describing terms of service

To send an SMS message on PeopleLinx:

  1. Open a contact profile sidebar

  2. Choose the Send an SMS icon from the available sidebar actions

  3. The pop-up window appears where you can start typing your SMS message (you can also apply one of the PeopleLinx's templates using the Template icon at the bottom of the pop-up):

Please note: if your team account has several SMS-enabled phone numbers, you can select any of them from the drop-down to be the sender number.

4. Once your text is ready, click the Send button. If your SMS is sent successfully, a green notification banner appears at the top of your screen. The system also saves the event to the contact's activity log.

NOTE: once you receive an SMS from your contact, a new notification appears in the Notification Center. You can click on the SMS or contact name, PeopleLinx will redirect you to the Inbox page, from where you can access the thread.

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