What Is SMS/MMS Messaging?

Tip: Hover over the “?” icons in the interface for quick descriptions of buttons and settings.

Sending an SMS/MMS Message

1. From the left pop-out menu, go to: "UC User" → "SMS/MMS Messaging"

2. You’ll see a list of phone numbers assigned to your account or available through your role permissions. Click on the number you want to send a message from.

3. This opens your Messages tab (your message inbox). In the inbox:

1. View all existing conversations.
   
   
   
   
   
   
   
2. Click on a message thread to open the conversation history and type a reply.
   
   
   
   
   
   
   
3. Use the purple “+” button in the upper corner by the search bar and fill out the form to start a new thread.
   
   
   
   
   
   
   
4. Use the toolbar icons to:
   
1.  Delete a conversation
2.  Pop the message window back in
3.  Mark thread as unread
4.  Pin threads for easy access

4. Other Messaging Tools

1. Send Bulk Message
   
1. Navigate to the "Send Bulk Message" tab.
   
2. Upload a CSV file containing recipient phone numbers. (An example CSV template is available.)
   
3. Enter your message in the text box below. Click the paper airplane  icon to send your message.
   
4. Bulk messaging is ideal for sending alerts, announcements, or marketing content.
   
   
   
   
   
   
   
2. Templates
   
1. Navigate to the "Templates" tab to manage reusable message snippets.
   
2. Click “+ Add Template” (upper right) to create a new one. 
   
3. Enter a label and your message content.
   
   
   
   
   
   
   
4. To edit or delete a template:
   
1. Click the template label or use the three-dot menu on the right.
   
   
   
   

   
   
5. Templates are especially useful for automating replies or creating consistent customer communication.
   
3. Settings
   
1. Toggle to enable/disable auto-reply for incoming messages.
   
2. Enter custom auto-response text.
   
3. Define a delay window (how long before the same contact receives another auto-reply).
   
4. Enable SMS-to-email: add email addresses to receive copies of incoming texts.
4. SMS Opt-Outs
   
1. View a list of phone numbers that have opted out of receiving messages from your system.
   
2. Use the “Add Recipient” option to manually block sending to specific contacts.
   
   
   
   
   

Legal Advisory: Your customers have the legal right to opt out of SMS communications. Manually removing a contact from the opt-out list without documented permission could:

1. Damage your SMS deliverability and domain reputation
   
2. Result in platform-level account suspension or investigation
   
3. Violate local or federal communication compliance regulations (e.g., TCPA)
   

Always honor opt-outs and ensure your SMS usage follows best practices and consent requirements.