This guide will walk through the process of sending and receiving a SMS/Text Message with Ring.io
NOTE: SMS/Text Messages is only supported with personal numbers at this time. A text message sent to a company number will automatically be routed to the personal number of the account owner.
Sending and receiving text messages is done through the Ring.io Web Phone. You can install the Ring.io Web Phone here! With Ring.io you can send and receive text messages/SMS right from Salesforce and Zoho CRM, and have your SMS messages automatically logged in your CRM.
It's a fantastic way to communicate more informally with your prospects and customers, and provides opportunities for engagement beyond phone calls that should boost your conversion rates and overall sales & customer service results.
Ring.io SMS is an optional premium feature available to all plans. To enable it, head over here, or contact your Ring.io sales rep.
You can use SMS on any Ring.io personal Numbers. These are the direct numbers assigned to each user under the user tab of the administration portal.
Sending SMS/Text Messages
1.) To send a text message/SMS, enter the phone number where the message needs to be sent, click Dial and immediately end the call to save the contact to the Web Phone.
2.) Click SMS and type the message into the message field. Press the ‘Enter/Return’ key when ready to send the message.
2.) Type your message into the message field. Press the ‘Enter/Return’ key when ready to send the message.
Note: A SMS/text message longer than 140 characters will be split in to separate messages.
A text message/SMS that has been successfully delivered will be indicated by two check marks (circled in Green). An unsuccessful delivery will be indicated with an exclamation mark.
To view SMS history through the Web Phone, click the 'Clock' icon, which will open the Recent Calls page in a new window.
User(s) can sort calls and SMS using inbound and outbound dropdown.