Managing SMS Inbox

1. 1. Click on Inbox

   

2. 2. Select SMS message that you want to respond to

   

Respond with personalized message

1. 3. Create personalized SMS message

   

Send Options

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

   

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

   

3. 6. Click on Resolve if you want to close the conversation

   

Respond with a Snippet

1. 7. Navigate to Snippets and select the desired snippet

   

2. 8. After selecting the Snippet will appear in the message box

   

3. 9. Click on Send and Resolve

   

How to create a new Snippet

1. 10. Navigate to Snippets from the Inbox module

   

2. 11. Click on New Snippet

   

3. 12. Select Program Folder

   

4. 13. Create a Snippet Name

   

5. 14. Select SMS Method

   

6. 15. Check permissions if you want to share

   

7. 16. Add Snippet message

   

8. 17. Click save

   

9. 18. Click on Add Grantee

   

10. 19. Search the user you want to share the Snippet with

    

11. 20. Select user

    

12. 21. Check Access Snippet

    

13. 22. Check Edit Snippet

    NOTE: Use with caution

    

14. 23. Click on Save

    

15. 24. Click on Close

    

View Open and Resolved Messages

1. 25. To view your open messages, select the Open Message folder

   

2. 26. To view your resolved messages, select the Resolved folder