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.
If you have a Toll Free Number with SAS, SMS messages may not always go through.
In this article we'll discuss:
Before we get started...
In order to use the SAS SMS app, your script will need to include a Phone Number block, as this tells the app where to send the SMS messages. For more information on configuring script blocks, check out this article.
- Main Number OR Cell Number: If either of these options are activated and an agent enters data into either field, the SMS app will send the message to the respective number (i.e, if Main is activated and entered, the message will go to that number. If Cell is activated and entered, the message will go to that number instead).
- Main Number AND Cell Number: If both of these options are activated and an agent enters data into both fields, the SMS app will send the message to the Cell Number.
- Neither: If neither the Main or Cell Number options are activated, the SMS app will attempt to send the message to the Caller ID. Note that if the caller ID is a landline, the message will not send.
Our SMS text message architecture does not meet the requirements for HIPAA compliance. If you are texting, to stay compliant, YOU MUST warn the patient about the risks of unauthorized disclosure AND obtain patient consent to communicate by text.
How to configure the SAS SMS app
- 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.
How to integrate your SMS template into your script
Once the app is configured, you'll need to integrate it into your script.
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: