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Customised SMS for Pitch Presentations

The ability to create multiple SMS templates for agents to choose from when sending out their Pitch presentations.

What’s New?

We are excited to announce that we are now live with one of the most highly-requested features by our customers - the ability to create multiple SMS templates for agents to choose from when sending out their Pitch presentations.

As an office admin, you can now set up multiple SMS templates for your office for agents to use when sharing their Pitch with prospective vendors.

Why should we set this up?

Give your communication strategy a boost with a variety of SMS templates. Tailor your message to meet the unique needs of prospective vendors at every stage of their journey.

Click here to set up your customised SMS today 

FAQs

  1. Do you send the SMS to both vendors?
    Yes, if you have the mobile numbers for both vendors, we will always send it to vendor 1, the agent needs to tick Vendor 2 if they want the same SMS to be sent to vendor 2
  2. How many customised SMS templates can an office have? As many as you like 

  3. Is there a character count of the SMS? Yes, every SMS is limited to 160 characters, so if you have 161 characters in your SMS it will be sent as 2 SMSs

  4. Is there any limits on special characters? At this stage, our SMS provider doesn't support special characters ^ [ ] ` ~ |  if you use these special characters the SMS provider wont be able to deliver the SMS message. 
  5. Will the agent see all the SMS templates in the drop-down? Yes, agents will see the SMS templates based on the presentation type they create - ie if you have 3 SMS for Price Update, when they create a Price Update, they will choose from the dropdown for Price Update 
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4. What determines the order of the Custom SMS Template dropdown? It is sorted by date created - latest at the top
5. What information do we need to set up these templates?
Simply visit your settings page and get started
  • Which presentation is this SMS for - Digital Intro, Price Update or Proposal

  • What is the name of the SMS (This is the name the agent will see when choosing between the SMS)

  • The content of the SMS