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How to Use 2-Way SMS in Floorzap

How to send and receive SMS messages with customers using Floorzap's two-way SMS feature, and where to view the conversation history.

 

 

2-way SMS is an optional add-on feature. If you’re interested in enabling this service for your account, please contact Floorzap Support for additional details and pricing information.

When a Customer Replies to an SMS

When a customer replies to a quote or invoice SMS, Floorzap notifies the salesperson and logs the conversation under the customer's profile.

When a customer replies to an SMS, the notification goes directly to the salesperson's personal phone as a text message — not a bell notification or email. The conversation can also be viewed at any time under the customer's profile → SMS tab.

  1. Enable the two-way SMS feature. Once you've sent a quote or invoice via SMS to a customer, both you and the customer will have the ability to reply.
  2. When a customer replies, the salesperson assigned to that customer will receive a text message on their personal phone.
  3. To reply, navigate to the customer's profile.
  4. Here, the salesperson will see the customer's message and can send an SMS reply. The customer will receive it as a text.

 

Sending an SMS to a Customer

 

To proactively send a text to a customer without waiting for them to reply first:

 

  1. Navigate to the customer's profile.
  2. Click the SMS tab.
  3. Type your message and send. The customer will receive it as a text and can reply directly.