Enhance client communication with SMS notifications
Use SMS in Collect to send invitations, follow-ups, and important notifications
Send invitations and follow-ups via SMS
With Collect, you can use SMS to send invitations to your client portal and escalate follow-up sequences. Start with email invitations and follow-ups, then use SMS to emphasize the importance of the request. This multi-channel approach ensures your messages are promptly received, noticed, and acted upon, increasing client engagement and response rates.
Use variables in your SMS
Personalize your SMS messages by using variables. Tailor your communication to each client’s specific situation, making your messages more relevant and engaging.
Learn more about using variables.
Ensure your clients receive your messages
With Collect, you can track the delivery status of each SMS sent to your clients. This feature helps you confirm that your messages have been successfully delivered, ensuring important notifications are received and acknowledged.
