Details on the text messaging functionality.
In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
While creating a bulk text you can save it as a draft  To view the enhancement: Navigate to Engagement Click on Create under Bulk
Bulk text campaigns can be stopped or restarted at any stage of a running campaign. To view the enhancement: Navigate to Engagements Click on analytics
You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
You can notify your agents via email of all the incoming texts. To check the enhancement: Navigate to Pipelines Click on the 3 dot icon (action)
Analytics in the email campaigns and bulk text campaign sections will be visible in tab format. Â To view the enhancement: Navigate to engagement Click
You can set notifications for incoming text messages for a particular email id.  Note: Only Admin can set this notification  To view the
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