Send An SMS Message Via The Contact Or Contacts List

Whether you're following up with a single contact or reaching out to a group, the Contacts section gives you flexible options for sending SMS messages. From within an individual contact or across the Contacts list, you can send messages one at a time or in bulk; adding associations, extra recipients, and a saved template or a one-off message as needed.

This article walks you through sending an SMS message via the Contact or Contacts list.

Send SMS Via The Contacts List (Bulk)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the checkbox(es) against the required contact(s).
4. Click Send.
5. Click Send SMS.
   
6. Confirm if the message needs to me associated with a property, listing, appraisal or contract.
   • If yes, move on to step 7.
   • If no, skip to step 13.
      
7. Click the Associations tab.
8. Click the Property field.
9. Select one of the following options:
   • Property
   • Listing
   • Appraisal
   • Contract
      
10. Start typing in the property address.
11. Click the checkbox against the required entry.
    
12. Click the Content tab.
13. If required, click the From field to select a different sender.
14. Confirm if you need to use a message template.
    • If yes, proceed to step 15.
    • If no, skip to step 18.
       
15. Click the Template field.
16. Start typing in the name of the template name.
17. Select the message template from the dropdown.
    
18. Type out or edit the SMS message (or click Generate With AiMe to generate a message).
19. Click Send.
    

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Send Email From Within A Contact (Individual)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Hover your cursor over the contact's name.
4. Click Send.
5. Click Send SMS.
   
6. Confirm if the message needs to me associated with a property, listing, appraisal or contract.
   • If yes, move on to step 7.
   • If no, skip to step 13.
      
7. Click the Associations tab.
8. Click the Property field.
9. Select one of the following options:
   • Property
   • Listing
   • Appraisal
   • Contract
      
10. Start typing in the property address.
11. Click the checkbox against the required entry.
    
12. Click the Content tab.
13. Confirm if you need to add additional recipients.
    • If yes, move on to step 14.
    • If no, skip to step 18.
       
14. Click the To Field.
15. Start typing in the name of the recipient.
16. Select the recipient from the dropdown.
    
17. Repeat steps 14 to 16 for any additional recipients.
18. If required, click the From field to select a different sender.
19. Confirm if you need to use a message template.
    • If yes, proceed to step 20.
    • If no, skip to step 23.
       
20. Click the Template field.
21. Start typing in the name of the template name.
22. Select the message template from the dropdown.
    
23. Type out or edit the SMS message (or click Generate With AiMe to generate a message).
24. Click Send.
    

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Send Email From Within A Contact (Individual)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the contact name of the required contact.
   
4. Hover your cursor over Send.
5. Click Send SMS.
   
6. Confirm if the message needs to me associated with a property, listing, appraisal or contract.
   • If yes, move on to step 7.
   • If no, skip to step 13.
      
7. Click the Associations tab.
8. Click the Property field.
9. Select one of the following options:
   • Property
   • Listing
   • Appraisal
   • Contract
      
10. Start typing in the property address.
11. Click the checkbox against the required entry.
    
12. Click the Content tab.
13. Confirm if you need to add additional recipients.
    • If yes, move on to step 14.
    • If no, skip to step 18.
       
14. Click the To Field.
15. Start typing in the name of the recipient.
16. Select the recipient from the dropdown.
    
17. Repeat steps 14 to 16 for any additional recipients.
18. If required, click the From field to select a different sender.
19. Confirm if you need to use a message template.
    • If yes, proceed to step 20.
    • If no, skip to step 23.
       
20. Click the Template field.
21. Start typing in the name of the template name.
22. Select the message template from the dropdown.
     
23. Type out or edit the SMS message (or click Generate With AiMe to generate a message).
24. Click Send.
    

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