Managing SMS Inbox

Mary Xiong

Created Nov 02, 2023

Managing SMS Inbox

73

1

Click on Inbox

Click on Inbox

2

Select SMS message that you want to respond to

Select SMS message that you want to respond to

You can respond with either a personalized message or a Snippet

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Respond with personalized message

1 Step

3

Create personalized SMS message

Create personalized SMS message

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Send Options

3 Steps

4

Click Send and Resolve if you want to send the message and end the conversation

Click Send and Resolve if you want to send the message and end the conversation

5

Click on Send if you are having an active conversation and not ready to resolve

Click on Send if you are having an active conversation and not ready to resolve

6

Click on Resolve if you want to close the conversation

Click on Resolve if you want to close the conversation

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Respond with a Snippet

3 Steps

7

Navigate to Snippets and select the desired snippet

Navigate to Snippets and select the desired snippet

8

After selecting the Snippet will appear in the message box

After selecting the Snippet will appear in the message box

9

Click on Send and Resolve

Click on Send and Resolve

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How to create a new Snippet

15 Steps

10

Navigate to Snippets from the Inbox module

Navigate to Snippets from the Inbox module

11

Click on New Snippet

Click on New Snippet

12

Select Program Folder

Select Program Folder

13

Create a Snippet Name

Create a Snippet Name

14

Select SMS Method

Select SMS Method

15

Check permissions if you want to share

Check permissions if you want to share

16

Add Snippet message

Add Snippet message

17

Click save

Click save

18

Click on Add Grantee

Click on Add Grantee

19

Search the user you want to share the Snippet with

Search the user you want to share the Snippet with

20

Select user

Select user

21

Check Access Snippet

Check Access Snippet

22

Check Edit Snippet

NOTE: Use with caution

Check Edit Snippet

23

Click on Save

Click on Save

24

Click on Close

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View Open and Resolved Messages

2 Steps

25

To view your open messages, select the Open Message folder

To view your open messages, select the Open Message folder

26

To view your resolved messages, select the Resolved folder

To view your resolved messages, select the Resolved folder

Well done!

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