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Mercury SMS | Sending Individual Messages

  • Updated

You can send an individual SMS message to any phone field* on both standard and custom objects.**

There are two ways to send a message to an individual recipient:

1. Message Feed

2. Send SMS Button

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Instructions

Sending from the Message Feed

Sending from the Message Feed allows for 1:1 chat-like conversations in real-time from within a recipient's record - to configure the Message Feed, see this article.

Configuring the Message

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1. Sender account - the account to send from.

2. Sender ID - the number to send from.

3. Send to - the phone number to send the message to.

4. SMS Template - optionally, select a template to populate the message automatically.

5. Merge Fields - optionally, add merge fields to your message by first selecting the Field type (merge object), then the Merge field.

6. Attach file - add images to your message.  

Composing & Sending

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7. Message Content - adjust or compose your message from scratch.

8. Character Count - character count and how many credits will be used for the message.

9. Highlight Special Characters - this switch will highlight any Unicode characters so you know exactly where they are if you want to remove them.

10. Send - send the message immediately or schedule to a time that suits.

To learn more about setting up the Message Feed, see this article. 

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Sending from the Send SMS Button

Sending from the Send SMS button opens the Send SMS window, which is useful for scheduling your message or using other advanced features - to configure the Send SMS button, see this article.

Configuring the Message

Mercury

1. Sender account - the account to send from.

2. Sender ID - the number to send from.

3. Send to - the phone number to send the message to.

4. SMS Template - optionally, select a template to populate the message automatically.

5. Merge Fields - optionally, add merge fields to your message by first selecting the Field type (merge object), then the Merge field.

Composing & Sending

Mercury

6. Message Content - adjust or compose your message from scratch.

7. Highlight Special Characters - this switch will highlight any Unicode characters so you know exactly where they are if you want to remove them.

8. Character Count - character count and how many credits will be used for the message.

9. Attach file - use this button to include an image file (MMS picture message).

10. Send - send the message immediately.

11. Schedule - set your message to send at a later date/time.

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Things to Remember

  • *Phone fields must be valid - see this article.
  • **Custom Objects must have "Allow activities" enabled - see this Salesforce article.
  • The Sender ID will always default to the most recently used selection. For example, if you choose "Alpha Tag" to send a message, Mercury will default to this selection the next time you message the recipient.
  • If you'd like to use Alpha Tags, they need to be approved on your MessageMedia account first -  otherwise the option won't work in Mercury. Note Alpha Tags are not available in the US.
  • If you already have multiple Sender IDs for your account they will automatically be visible in the dropdown box. If you don't have additional Sender IDs but would like them, please set this up in the MessageMedia Hub or submit a request to our support team for assistance.

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