Funnel Breezy Knowledge Base

Funnel Breezy Knowledge Base

CRM (Contact Management)

How can I manually email or SMS message a contact?

Learn how to send an individual and personalized email or SMS message to any contact on your list.

Updated 2 days ago

Manually email or SMS message an individual contact

Please watch the video below to learn how to manually email or send an SMS message to any contact on your list.

How to Manually Send an Email or SMS Message to a Contact: A Step-by-Step Guide

Steps:

  1. Locate the Contact:

    • In your Funnel Breezy dashboard, navigate to the "Contacts" section.

  2. Identify Contact Details:

    • Click on the contact you want to message.

    • Verify if the contact has a phone number listed.

      • If they don't have a phone number, only the email option will be available.

  3. Choose Communication Method:

    • If the contact has a phone number, you will see both "SMS" and "Email" options displayed.

      • Choose "SMS" for a text message or "Email" for an email message.

  4. Compose Your Message:

    • A message window will appear.

      • For SMS: Enter your message in the provided text box. You can also add emojis or insert custom values (contact name, username, etc.) using the available options.

      • For Email: Enter the recipient's email address (already filled by default), subject line, and message body. You can also include links, images, and custom values like with SMS.

  5. Send or Schedule:

    • Once you've finished composing your message, click "Send" to deliver it immediately.

    • Alternatively, click "Schedule" to set a specific date and time for the message to be sent automatically.

 

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