In this article, we will review the steps to lookup an existing contact record in the Sakari platform and send a single text message. Watch the interactive demo or follow the "How to" instructions below.
Step-By-Step Interactive Demo
How To:
Log into the Sakari platform. From the side menu, click Contacts and All Contacts.
From All Contacts, search for your contacts using your account's fields, also called attributes.
To add or remove fields from the display, click the Gear icon to the right.
When you find your contact, click the Message icon on the right hand side of your screen.
Next, search for your Group. Groups determine which users can send messages from designated numbers.
Once you select your Group, a message editor will appear including the intended recipient's name ("To") and the sender ("Marketing").
Enter your content into the message box. Choose an existing message template, or create a message from scratch using personalization fields ("First Name"), links, or images. Use the AI icon for help drafting your message.
Tip: Keep your messages around 160 characters total.
Next, choose how you want to send your message.
Click Send to launch the message immediately, or click the Calendar icon to schedule your message.