SMS (Texting)

December 9, 2020


Short Message Service, SMS, or texting is a critical communication tool that is available to you via ClientTether.

In the topics included on this page we are going to discuss everything you need to know about how to use this tool to effectively communicate with your contacts.

Please remember, In order to send a text the “OK to SMS?” setting in the Contact Profile. Must be green. Do not turn on this feature without permission from the client.


Rules, Regulation, Best Practices

If you are operating within the United States please ensure you are in compliance with TCPA regulations. If you are operating in Canada please comply with CASL regulations.

All Clients and Users are also required to follow our Acceptable Use Policy.

Action Plan Text Messages

Text messages in Action Plans are automatically sent as a SMS step in an action plan.

It is highly recommended you use Tokens such as First Name to personalize the text.

Type your desired message in the message.

You also have the option of adding in additional phone numbers, and excluding the client if you need to.

If you are excluding the client, check the exclude client box, and make sure you include the number you want to receive the text in the box for Alternate Numbers.

You can also attach files to your SMS via the File input right under the message box.

For more information on Action Plans click here.

Template Text Messages

Template Text Messages are sent via the Manual Single Text Messages or the Manual Group Messages.

These are pre-written messages that are handy to have, but don’t necessarily fit into an action plan.

They are created in the Template area (Can be found under the Action Plan Menu)

You are again able to select Tokens to personalize the message.

Also add a meaningful subject and type in your content. You can add attachments with the File input.

Also if you are sharing this template with sub accounts you may check the box next to “Protect from Overwriting” if you do not what them to be able to make any changes.

Manual Single Text Messages

These Text Messages are sent from within the Contact Profile.

Open the contact profile and go to the tab that is labeled Text.

  • In here you can select to have this text be immediate or delayed.
  • You can select whether you would like a notification.
  • You can add in additional phone numbers
  • You can opt to exclude the client
    • Make sure you check the exclude client box, and include the number you want to receive the text in the box for Alternate Numbers.
  • You can select a text template
  • You can type your message (Note Tokens are not available)
  • You can attach files.
  • Click “Send SMS” When ready
  • Or if you realize you don’t need to send it or just want to reset the message click “Clear”.

Manual Group Text Messages

To send these go to the contact list Check the boxes of all contacts you would like in the message.

Next click the Blue SMS button at the top left part of the screen.

Please note this does not send out a big group text, but an individual text to each recipient.

You will see the number of contacts selected.

You can from here

  • Select immediate or Delayed timing
  • Choose a template
  • Type in a manual message
  • Add an attachment with the File Input.
  • Send message when ready
  • Click Clear if you wish to disregard

Unsubscribing from Text Messages

Contacts do have the option and right to opt out of texting at any time.

They just need to text stop in reply to a text they receive from your account.

You should make a note of this option in your text messages to them.

If a contact unsubscribes from texting with you the Ok to SMS will be toggled off and the history will show a bright red note that when you expand will show they unsubscribed.

Do not turn Ok to SMS back on unless the contact has given you express permission to do so.

Contacts can resubscribe by texting start. If they unsubscribe they will receive confirmation that they have unsubscribed and they will be informed to resubscribe they just have to text Start.

If someone unsubscribed by texting stop. They will not receive the text messages until they text Start. It does not matter what the settings in CT say they have to text start.