2.08 How to send Email/SMS from the platform

2.08 How to send Email/SMS from the platform

The platform provides some additional functionalities to send out email and SMS to the users, which can be explored by clicking on More block in Chat Flow > Conversations tab.



How to send Email?

Click on the Send Email Block, the following window opens. You can add the receives email address or make use of a property as displayed in the below image. You can add the subject, sender's name and build your body that can be plain text or you can customise the body of email by clicking on 'Rich Email' button



When you click on the Rich Email button, the following window will appear and you can now build your email with different customisations present.
  1. This button helps you to design body of the mail for Desktop/Tablet and Mobile.
  2. You can build your email in this block.
  3. This section provides multiple objects to be added in the mail body to make your emails more effective.
  4. You can add the properties/ Referral bot links that can then be used in the email body.



This feature is very much useful, specially in the lead generation use cases , where you can send email confirmations to the users once you have received all required details.

How to send SMS?

Similar to emails, you can also send out SMSs from the platform. Click on the Send SMS Block, the following window opens. You can add the receives phone number or make use of a property as displayed in the below image.



You can also add the Referral bot link in the SMS by clicking on the 'Add referral link' button.

Similar to the email block, you can also send out SMS confirmations to the users once you have received all required details.

Hope this would help you to create a bot that can help you reach many more users!



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