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Sending SMS

You can send an SMS to a specific customer, or to incoming calls that meet specific conditions.

This can help solve challenges such as the following.

  • You want to stay in touch with a customer even when you couldn't reach them by phone, but you have no way to approach them other than calling
  • You want to follow up with additional information during or after a call to build a better relationship with the customer, but you have no way to do so
  • You want to reduce the number of inquiries that customers could otherwise resolve on their own

There are two ways to send an SMS: using MiiTel Phone, and using a Response Rule.

  NOTE

  •   You can only send SMS to phone numbers within Japan.
  •   Receiving SMS is not supported. We recommend including a contact email address or phone number in the message you send.

Table of contents

Send an SMS from the MiiTel Phone call history screen

  Before using this feature

  • You need an SMS subscription.
  • Users who send SMS using MiiTel Phone need SMS permission.
  • This is only available in MiiTel Phone Wide Mode. It is not available in the following versions of MiiTel Phone.
    • MiiTel Phone for Salesforce (Classic)
    • MiiTel Phone Mobile
    • MiiTel Phone embedded in some CRMs, such as Zoho

You can send an SMS from the history of a call to a mobile phone number (070, 080, 090).

  1. Launch MiiTel Phone and log in.
  2. If MiiTel Phone is in Compact Mode, click スクリーンショット 2024-05-08 16.21.57.png to switch to Wide Mode. (Sending SMS is only available in Wide Mode.)
  3. history-solid.svg Click Call History.
  4. Click the history entry for the mobile phone you want to send the SMS to.
  5. Click Send SMS.
  6. After configuring the following, click Send.
eng_SMS_1.png

1From: Select the sender ID to use

2Body: If you use a template, set the name of the template to use

3In the input box that shows the placeholder "Enter the message here," type the message you want to send

  NOTE

  •   For how to create a template, see Create an SMS Template.
  •   The template only applies to the message body. Even if you set a sender ID in the template, it will not apply to Sender.

Send an SMS from the MiiTel Phone in-call screen

  Before using this feature

  • You need an SMS subscription.
  • Users who send SMS using MiiTel Phone need SMS permission.

You can send an SMS from the in-call screen during a call to a mobile phone number (070, 080, 090).

This feature is only available in MiiTel Phone Wide Mode.

  1. While in Wide Mode, make a call to a mobile phone number. (Sending SMS is only available in Wide Mode.)
  2. On the in-call screen, click the SMS tab.
  3. After configuring the following, click Send.

    eng_SMS_1.png

 

1From: Select the sender ID to use

2Body: If you use a template, set the name of the template to use

3In the input box that shows the placeholder "Enter the message here," type the message you want to send

  NOTE

  •   For how to create a template, see Create an SMS Template.
  •   The template only applies to the message body. Even if you set a sender ID in the template, it will not apply to Sender.

Send an SMS from the MiiTel Phone after-call screen

  Before using this feature

  • You need an SMS subscription.
  • Users who send SMS using MiiTel Phone need SMS permission.

You can send an SMS from the after-call screen following a call to a mobile phone number (070, 080, 090).

This feature is only available in MiiTel Phone Wide Mode.

  1. While in Wide Mode, end a call to a mobile phone number. (Sending SMS is only available in Wide Mode.)
  2. On the after-call screen, click Send SMS.
  3. After configuring the following, click Send.
eng_SMS_1.png

1From: Select the sender ID to use

2Body: If you use a template, set the name of the template to use (Even if a sender ID is set in the template, you still need to manually set Sender)

3In the input box that shows the placeholder "Enter the message here," type the message you want to send

  NOTE

  •   For how to create a template, see Create an SMS Template.
  •   The template only applies to the message body. Even if you set a sender ID in the template, it will not apply to Sender.

Send an SMS using a Response Rule

  Before using this feature

  • You need an SMS subscription and a Response Rule SMS subscription.
  • Administrator privileges are required.

You can send an SMS by adding an SMS-sending action to a Response Rule.

For example, suppose your support phone line receives many inquiries that customers could resolve on their own.

In that case, you can create a Response Rule that combines IVR and SMS actions to send an SMS that encourages self-resolution, based on the IVR number selected.

  NOTE

Check SMS sending history

  1. Open MiiTel Phone Analytics.
  2. From the side menu, click SMS.
  3. The list of SMS sending history is displayed. You can also narrow it down using the filter at the top of the screen. You can also check detailed sending results from Edit > Details.

  NOTE

  •   If you cannot find the SMS sending history you want to check, it may be past the retention period. Please check the data retention period with your organization's MiiTel administrator.

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