SMS Notification for RISE CRM

Introduction to SMS Notifications for RISE CRM

Sending personalized and timely SMS notifications is a powerful way to enhance customer engagement, workflow efficiency, and revenue generation. RISE CRM provides an integrated SMS notification feature that enables you to send custom-built SMS messages to customers, partners, or employees instantly. This tutorial will walk you through the process of setting up and using the SMS notification feature in RISE CRM.

Objective

By the end of this tutorial, you will learn how to:

• Integrate your RISE CRM account with a messaging gateway provider
• Set up and configure SMS notifications
• Create and send customized SMS messages
• Analyze and track the effectiveness of your SMS campaigns

Prerequisites

1. A RISE CRM account with administrator rights
2. A messaging gateway provider account (e.g., Twilio, MessageBird, or Nexmo)
3. Familiarity with RISE CRM and its basic functionality

Step 1: Setting up the Messaging Gateway Integration

To begin using SMS notifications in RISE CRM, you need to integrate your account with a messaging gateway provider. You can choose from popular options like Twilio, MessageBird, or Nexmo.

1. Go to the RISE CRM setup menu and click on the "Integrations" tab.
2. Find the "SMS" provider option and click on "Set up".
3. Follow the provider-specific installation instructions to integrate your messaging gateway account with RISE CRM.
4. Authenticate and configure the integration using your messaging gateway credentials.

Step 2: Enabling SMS Notifications in RISE CRM

Once the messaging gateway integration is set up, you need to enable SMS notifications in RISE CRM.

1. Go to the RISE CRM setting menu and click on "System Settings".
2. Scroll down to the "SMS" section and click on the "Configure SMS" button.
3. Select the messaging gateway provider you integrated earlier and specify the sender ID.
4. Set the desired prefix and suffix for SMS message delivery reports.
5. Save the changes to enable SMS notifications in RISE CRM.

Step 3: Creating SMS Campaigns

Now that you have set up SMS notifications, you can create campaigns to send custom-built messages to your contacts.

1. Go to the RISE CRM campaign manager menu and click on the "New Campaign" button.
2. Select "SMS" as the campaign type.
3. Define your campaign goals, such as lead generation, follow-ups, or reminders.
4. Choose the recipient segments and filter criteria (if required).
5. Click "Next" and set the campaign schedule or automate it using RISE CRM's workflow engine.
6. Review and save your SMS campaign settings.

Step 4: Designing and Sending SMS Messages

It's time to design and send your customized SMS messages.

1. Inside the SMS campaign editor, create a new SMS template by clicking on the "+" button.
2. Specify the message content using Merge Tags, which replace default or custom fields in RISE CRM.
3. Use the "Conditions" tab to set rules for sending messages based on data in your RISE CRM contacts.
4. Adjust the message format and choose from various SMS content layouts.
5. Send the message by clicking on the "Send" button.
6. Monitor and review your SMS campaign analytics using RISE CRM's analytics dashboard.

Step 5: Analyzing SMS Campaign Performance

Keep a close eye on your SMS campaign performance to identify opportunities for improvement.

1. Log in to the RISE CRM analytics dashboard to view your SMS campaign data.
2. Review deliverability rates, response rates, and conversion metrics to measure campaign effectiveness.
3. Use the data insights to refine your future SMS campaigns and optimize your strategy for better results.

That concludes this comprehensive tutorial on how to use SMS notifications with RISE CRM. Remember to stay flexible, try different approaches, and continue monitoring your campaign performance to maximize the impact of SMS notifications on your sales pipeline.