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How to use SMS in Mixmax
How to use SMS in Mixmax

This article outlines how you can enable SMS service in Mixmax and send text messages directly from Gmail or the Mixmax web app.

Updated over a month ago

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 general view

If you want SMS enabled for your Workspace, please contact our sales team via [email protected].

SMS service requirements

To use SMS in Mixmax, you must fulfill the following requirements:

You can only send an SMS 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:

  1. Hover over an email to open the Mixmax Sidebar with the recipient's contact information, then click the SMS button in the Sidebar.

Sending SMS from Gmail

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.

Writing an SMS

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 the contact information; check out this article for more details.

Open the Sidebar and follow the steps above to send an SMS.

Sending SMS from Sidebar

Sending an SMS through Tasks and Sequences

Task creation can be automated through Sequences, allowing you to establish workflows that help your team adhere to best practices. Alternatively, you can create tasks manually if you need a reminder.

To create SMS tasks:

  1. Navigate to the Tasks dashboard, click + New task, and select SMS.

  2. In the New task window, you can enter the recipient's contact details and the content of your SMS. Clicking Save will save the task for later while clicking Send SMS will send it immediately.

To automate the SMS task creation in Sequences:

  1. Navigate to the Sequences dashboard and create or edit an existing Sequence. Once you are in the step where you can add Stages, click the Add stage button and select SMS.

  2. 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:

Expanding the list of conversations

To collapse the list of threads, click the SMS button again.

Collapsing the list of threads

Viewing unread messages

If you have any unread messages, a red badge will appear above the SMS button, displaying the number of unread messages.

New text messages badge

SMS threads in the expanded Sidebar will also display a red badge with the number of unread messages.

Unread messages

SMS Pricing

SMS requires a monthly platform fee.

Plan

Monthly per user platform fee

Mixmax SMS

$10

Mixmax will bill for usage above your per-user-per-month SMS platform fee. Your total cost will depend on how many texts your team sends.

Action

Price

Sending a text

$0.01 per text

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?

Currently, we only support SMS to US and Canada numbers starting with +1.

Can I start a group text?

At this time, 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.

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