In Adversus, you have the possibility to send SMS to different people. Using SMS in Adversus can be an effective way of sending SMS because of the possibility to send SMS based on triggers, eg. once a lead is saved as a success, you send an automatic SMS.
Besides having SMS based on triggers, the SMS in Adversus works generic. This means that the SMS in Adversus can be generated based on the lead data you have. This is very beneficial when you have some standard templates that you wish to customize, based on the info you have on the lead.
SMS in Adversus is split into two things:
SMS templates are standard SMS on a campaign that can be sent based on triggers. SMS templates can be created on a campaign with the specific fields connected to the campaign. You can go to "Settings" --> "Mail and SMS templates''. You can see more here.
SMS reminders are reminders that are sent to the lead before an appointment which are booked in Adversus. SMS reminders are only useful if you have integrated a calendar and are booking meetings directly into the calendar through Adversus.
If you want to send an SMS reminder you can add it to a campaign. You can to "Settings" --> "Campaigns" --> "SMS reminder":
Afterward, you click "Create SMS reminder" in the top right corner:
You need to choose the sender from which the SMS is sent, as well as the recipient. Here you can use merge tag, so you automatically send the SMS to the phone number for the specific lead:
The merge tags can also be used in the reminder, for example, if your SMS should start with "Dear (customer name)" merge tags for the customer name can be found on the right:
Please note that the merge tag for lead master data and result data is different depending on your specific fields.
The last thing you need to do is to choose when the reminder should be sent, you to it the same day, 1 day before, 2 days before or hours before:
In this example, we send it on the same day 1 hour before the meeting.