Texting is a powerful tool for Lead Generation in Marketing / Servicing / Sales and for many domains. Omni Channel Messaging tool helps one, to pack all the top messaging players under one roof. With the OmniChannel messaging solution, the user can Send / Receive / Automate / Manage the messages from all messaging services in one place.
- Support for All Top Messaging services,
- Send Individual or Bulk SMS in lesser clicks.
- Reduce manual by Templates and Automatic messages
- The same look and feel for all messaging services in one place,
- Option to switch between services to manage messages individually also across all messaging services.
Install link: https://rebrand.ly/hubspotOmni
This plugin enables SMS communication between agents and end-users from HubSpot User Interface. Install the OMNI Channel Messaging extension from the HubSpot marketplace and follow the below steps to configure the extension.
Installation and Configurations
1. After installing the extension authorize HubSpot service.
2. And subscribe to OMNI Channel messaging extension plan as per organization messaging usage. A free trial period is available for all plans,
3. Please enter your mail id to manage your subscription in the future.
4. And proceed to enter details to finish the payment process.
5. OMNI welcome page popup will appear after the payment process, click on Proceed button
6. Users can check the list of features on the Glimpse of OMNI Channel page. For any missing features please mail us at help@oapps.xyz
7. Skip the Intro Page to Install Messaging services.
Services - Install
1. List of all supported services will be listed under the Services tab.
2. Click on any service to get the Install screen.
services list
3. On the Top right corner click on the Install button.
4. Authorise the service and click on the Complete Installation Button.
5. The SMS enable Phone numbers will be auto-listed. Choose the number and map with a corresponding friendly name.
Templates
1. Click on Templates ( only available for higher plans )
2. Provide Template name.
3. Save the template message with HubSpot mail merge Fields.
4. The template will be saved for future reference.
Send SMS & Send Bulk SMS
1. Click on Send SMS / Send BULK SMS option in the Left tab.
2. Send SMS Compose window will be loaded with saved From Numbers. Choose the number.
3. Enter the To number and Select the template if available.
4. Click on the Send SMS button. SMS will be queued and sent to the selected To Numbers.
Workflow Service
Automated messaging feature available only for Gold Plan users. Follow the below steps to enable automated SMS on any matched conditions.
Help guide: https://help.oapps.xyz/portal/en/kb/articles/hubspotomnichannel
Please mail us for any queries at help@oapps.xyz