If you are in the USA or Australia, you must contact us before sending SMS messages due to country-specific regulations.
In this example, we add SMS messaging to a Job/Sales Order pre-build, but it works in precisely the same way for all the other modules.
Open automated messages
1. Click here.
2. Click "Prebuilds"
3. In this example, we will add an SMS message to a Jobs/Sales Order automated message, so click "Jobs"
4. Click here.
5. Click "Automated Messages"
Add SMS to the message
6. Edit the automated message or create a new one
7. At the bottom of the message, click this checkbox.
8. Add the tag {ClientContactCellphone} to the "Mobile" box
Preview the SMS
9. Check that the message works - click on "Save & Preview"
10. Click "SMS Preview"
11. "NOT VALID" is fine, as it will resolve to the customer's number when the message is created. Click "×" to close
12. Click "×"
Copy to other pre-builds
13. To push this to other pre-builds, click "Copy to Other Pre-Builds"
Learn more: automations in Zigaflow