Multi-channel outreach is the key to successful prospecting. Mixmax has your back! We value personalized, effective, and reliable communication. With our SMS feature, you can conveniently engage with your customers and prospects using text messages.
SMS requires the Mixmax Dialer add-on. It's a separate add-on billed per member, and each text message is billed as usage. Learn more in How Mixmax Dialer and SMS billing works. If you'd like to use SMS, contact our Sales team if you don't have a Mixmax subscription yet. Otherwise, contact your Customer Success Manager (if you have one) or our support team.
SMS service requirements
To use SMS in Mixmax, you must fulfill the following requirements:
A workspace connected to Salesforce (Mixmax uses the phone numbers associated with your Salesforce Contact or Lead profiles to send SMS).
You can send SMS only to US and Canadian phone numbers.
Sending an SMS from Gmail
Outlook users can only send SMS through the Mixmax app. See How to use Outlook with Mixmax to learn more about the Mixmax integration with Outlook.
You can send SMS directly from your Gmail Inbox. To do it, follow these steps:
Hover over an email to open the Mixmax Sidebar with the recipient's contact information, then click the SMS button in the Sidebar.
You can also manually expand the Mixmax Sidebar, go to the People tab, and use the Search field to find the required contact.
2. The SMS compose window will open once you click the SMS button.
If the recipient has more than one number associated with their SFDC profile, you will be prompted to select which number to use.
3. Enter the text message in the Write message field at the bottom of the window and click Send. It's that easy.
Sending an SMS within the Mixmax Dashboard
In the Mixmax dashboard, you can also send an SMS from the Sidebar. The Mixmax dashboard has several places where you can open the Sidebar with contact information; see this article for more details.
Open the Sidebar and follow the steps above to send an SMS.
Sending an SMS through Tasks and Sequences
Sequences can automate task creation, allowing you to set up workflows that help your team follow best practices. Alternatively, you can create tasks manually if you need a reminder.
To create SMS tasks:
Navigate to the Tasks dashboard, click + New task, and select SMS.
In the New task window, enter the recipient's contact details and the SMS content. Clicking Save will save the task for later, while clicking Send SMS will send it immediately.
To automate the SMS task creation in Sequences:
Navigate to the Sequences dashboard and create or edit an existing Sequence. Once you reach the step where you can add Stages, click Add stage and select SMS.
Enter the variable for the recipient's phone number in the To field and the message content that should be sent in the Message field. Click Save to save the changes. Whenever a recipient reaches this Stage, an SMS task will be created with the {{Phone}} number and Message content populated.
Viewing your SMS conversations in Mixmax
To see the list of all your existing SMS conversation threads, click the SMS button on the left Sidebar:
To collapse the thread list, click the SMS button again.
Viewing unread messages
If you have any unread messages, a red badge will appear above the SMS button, displaying the number of unread messages.
SMS threads in the expanded Sidebar will also display a red badge with the number of unread messages.
FAQ
How long can my text message be? What can my text message contain?
The SMS character limit is 320 characters and can only contain plain text (no links).
Can I send texts to international numbers?
We only support SMS to US and Canada numbers starting with +1.
Can I start a group text?
Currently, SMS conversations can only be 1-on-1.
Can I send an SMS using local numbers?
For now, you can only send SMS from your designated phone number.
Can recipients opt out of receiving SMS?
Yes. You can check out SMS opt-out keywords to learn more.