You can send an individual SMS message to any phone field on any of the following Objects:
- Person Account
- Campaign Member
- Case (the Contact associated to the Case)
- Any other Standard or Custom Object
To send an SMS message to an individual record, just click the SMS Message Feed tab on the right-hand side of the record:
If the recipient has multiple phone numbers in their record, you can select which number to send to by clicking the dropdown arrow next to the Send to field:
You also have the option of selecting a Sender ID by clicking on the dropdown arrow in the From account field. 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 (please note that Alpha Tags must be approved on your MessageMedia account in order for this option to work:
Note - If you already have multiple approved 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 contact our Support Team for assistance.
To compose your message, just click anywhere in the message content field:
Note - if you wish to add merge fields to an SMS message, follow these steps:
- Select the Field type
- Select the Merge field
This will merge the correct merge field code into the message content field.
If you'd like to use a pre-defined SMS template, you can select from the template library by clicking on the dropdown arrow in the SMS Template field:
This will populate the SMS Template text into the message content field.
When you're happy with your message, click the Send button and the message will appear in the record Message Feed:
To learn more about configuring the Message Feed, take a look at this article.