How to configure the SAS Flex SMS App

The SAS SMS App is a great way to send SMS messages to your customers following a call. This can be especially useful when it comes to providing product and pricing information, sending new customer welcome messages, texting frequently asked questions, and more.   

Below, you'll find step-by-step instructions on how to connect this feature to your SAS account.

In order to utilize the SMS app, your script will need to include the Phone Number script block. The system will first look to send the message to the caller's Cell Number (if available). If Cell Number isn't available, the system will use the Main Phone Number instead. If neither is available, the SMS message will not send.

How to configure the SAS SMS app

1. Within SAS Flex, click the    Integrations icon from the left navigation panel.

2. On the next screen, click   Install next to the SAS SMS app icon.

3. Once on the app screen, click the   Add Configuration button as shown below.

4. First we'll need to fill out the fields outlined below. 

  • Name: Name your template something that helps you tell it apart from any others that you may decide to add. For example, we named ours “New Customer Welcome Text."
  • Description: This is a simple description that explains what the template is being used for.

5. Now you can create your template by entering text in the SMS Message text box.

If you'd like to include script variables in your email template, you can find them using the  Select field dropdown. The  Copy merge field box will populate the correct format, which you can copy and paste into your template!

6. When you are finished, click Save.

How to integrate your Email template into your script

Once the app is configured, you'll need to integrate it into your script.

1. In the Closing script block of your choosing, go to the Options tab. 

2. Select the SMS Template checkbox. Then, from the dropdown list, select your template.

 3. When you are done, click  Save

If you were simply editing a script block that was already added to a script, you’re all set! If not, you’ll need to create the rest of your script blocks (if applicable), your script sections, and your script. Check out these articles for instructions:

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