1. Sending Messages via SMS, WhatsApp, Facebook, Telegram, and InApp Emails
SMS
To send SMS via Lead Manager Ninja (LMN), you need to select the messaging channel as SMS on the mentioned dropdown, type your message, and insert a predefined template. Next, you can “send” the message instantly and deliver the SMS to the recipient's mobile number.
Select "WhatsApp" as the communication channel in the message console. Input your message or choose a template. The solution will use WhatsApp’s API interface to transmit the message straight to the customer’s WhatsApp number.
Facebook Messenger
Select "Facebook Messenger" from the list of messaging channels. After typing the message, or selecting a predefined template, hit the "Send" button. The message will be sent through the Facebook Messenger platform directly to the recipient’s account.
Telegram
Choose "Telegram" as the messaging channel. Compose the message or pick a template, then click "Send." The integration with Telegram as an account bot will ensure the message is delivered to the customer’s Telegram account.
InApp Emails
To send an email through Lead Manager Ninja, select "Email" as the messaging channel. You can either compose a new email or use an email template. After drafting the email, click "Send" to dispatch it directly to the recipient’s email address through Salesforce’s integrated email platform.
2. What is the procedure for sending bulk messages from a list view in Salesforce?
To send bulk messages, use the list view of records in Salesforce. Choose the preferred records and thereafter click the "Send List SMS" button. You may pick the messaging channel, create or choose a template, and dispatch the message to all designated recipients.
3. What is the procedure for implementing a custom filter for bulk messaging?
Custom filters may be applied using the filter option in Salesforce's list view. Identify certain criteria depending on the data you want to target, such as lead status or contact details, and thereafter execute a bulk message to the filtered list.
4. What is the process for selecting the phone number (Sender ID) while sending bulk messages?
Prior to dispatching bulk messages, you may choose the phone number or sender ID from the Channel selection menu mentioned with “From” as a label. This enables the selection of a suitable channel or number for message transmission (e.g., SMS, WhatsApp, etc.).
5. What occurs subsequent to clicking the “Send List SMS” button?
Upon hitting the "Send List SMS" button, a new view opens up, which enables you to pick any template and decide channels/sender ID to shoot the bulk messages. The system monitors delivery statuses and records messages with the corresponding leads or records.
6. What is the procedure for eliminating certain leads from the mass messaging list?
Prior to dispatching a mass message, you may manually deselect certain leads or records from the list view, ensuring that only the intended contacts get the communication.
7. What categories of filters may be used in the list view?
Filters such as lead status, contact type, phone number availability, or custom fields may be used in the list view to refine the target audience for your bulk message.
8. What is the function of the 'Sender ID' dropdown?
The "Sender ID" menu enables selection of the number or identification for message transmission. This capability accommodates many channels, such as SMS, WhatsApp, or email, enabling you to customize or choose an official number for each campaign.