{"id":1622,"date":"2023-06-13T09:10:13","date_gmt":"2023-06-13T16:10:13","guid":{"rendered":"https:\/\/www.autopylot.com\/?p=1622"},"modified":"2023-06-13T09:16:11","modified_gmt":"2023-06-13T16:16:11","slug":"texting-for-b2b-sales-reps-from-autopylot-mobile-app","status":"publish","type":"post","link":"https:\/\/www.autopylot.com\/texting-for-b2b-sales-reps-from-autopylot-mobile-app\/","title":{"rendered":"Texting for B2B Sales Reps from AutoPylot Mobile App"},"content":{"rendered":"

Texting from your AutoPylot mobile app has never been easier.<\/p>\n

But a few things that need to be configured before you can start. This post explains the steps to getting started as well as how text messages show up in the CRM.<\/p>\n

Getting started with text messaging <\/strong><\/h2>\n

If the text menu option in the Mobile App is greyed out, this is probably because AutoPylot texting hasn\u2019t been installed or enabled in your CRM.<\/p>\n

It turns out that many CRMs don\u2019t support text messaging natively. So to ensure messages are logged in the CRM and you can see your conversations, your CRM admin will need to install the AutoPylot D365 Console App<\/a>.<\/p>\n

More information about the AutoPylot D365 Console App<\/a> is here.<\/p>\n

Consent to text<\/strong><\/h2>\n

There are lots of regulations related to spam texting. In general, you\u2019ll be texting contacts and leads already in the CRM, people who are generally receptive to receiving a message from you.<\/p>\n

However, there are two ways to ensure that you have consent to text.<\/p>\n

The first is to confirm you have verbally received consent to text. On the first text to a contact or lead, the App will ask you to confirm you have consent to send this person messages. AutoPylot will set the contact\/lead to OptedIn.<\/p>\n

The second type of consent is called Implied Consent.\u00a0 If someone sends you a text, it is implied that you consent to text them in return. AutoPylot will automatically set them to OptedIn.<\/p>\n

Your admin might disable verbal consent, requiring you to have the contact\/lead text you first (obtain implied consent). In this case, you\u2019ll have to call or email your contact to have them text you first.<\/p>\n

If someone texts you STOP \u2013 AutoPylot will automatically opt them out of texts from you.\u00a0 Or if someone complains to you on the phone or in email, you can go into the contact\/lead record through the web and change their Consent to Text status to OptedOut.<\/p>\n

More detail on Consent to Text<\/a> is available here.<\/p>\n

Text Messages in the CRM<\/strong><\/h2>\n

Each message will appear in your activity log unless configured differently.\u00a0 Each message is related to the specific Contact or Lead.<\/p>\n

Receiving Texts<\/strong><\/h2>\n

When a text arrives, AutoPylot will try to match the sending phone number with the Mobile_Phone number of an existing Contact or Lead.<\/p>\n

If there is not a match, AutoPylot will create a new Lead and link the message to this Lead. The new Lead will be created in the CRM with the ‘name’ being the inbound phone number.<\/p>\n

If a Lead (or Contact) initiates a text message conversation, the sending is providing implied consent to receive additional messages from you. \u00a0See the post about AutoPylot’s Consent to Text<\/a> framework for more information.<\/p>\n