Getting Started with SMS

Updated: Mar 7, 2017

You can send and receive SMS text messages with your Telzio phone service through the mobile app and the website.

In this article, you’ll learn how to use SMS with your Telzio service.

Before you get started, here are a few important notes:

  • You need at least one phone number on your account to send and receive text messages with Telzio. Learn more about Getting Numbers and Porting Numbers.
  • You’ll need to create a User for your phone system to send text messages. Learn more about Users.
  • Telzio currently supports SMS for all local US numbers and some international phone numbers. To see if we support SMS for your phone number, please contact us.
  • You can create a plan with bundled SMS minutes that can be shared across multiple phone numbers and users. Learn more about Telzio plans.

Definitions

When we talk about SMS, we use some terminology that you should familiarize yourself with before you get started.

  • User
    A user on your phone system that enables employees to send and receive text messages.
  • Destination
    Destination refers to the email, User, or Group where you route incoming text messages.
  • SMS Thread
    A conversation or exchange of text messages sent and received on your number.
  • Tags
    Tags are filters used across your organization to quickly categorize and notate items. For example, commonly used Tags include “follow up”, “completed”, and “training”.

Here are steps to help you get started with configuring and managing your SMS service.

Add Bundled SMS to Your Plan

With Telzio SMS, you can pay-as-you-go per message or add bundled SMS to your plan to save on costs. To add included text messages to your plan, follow these steps.

  1. Navigate to your Plans and Numbers page.
  2. Click on the phone number or plan to view and edit its settings.
  3. Click on Edit Plan.
  4. Move the cursor to add the total number of outbound text messages needed per month.
    Inbound text messages are currently included with all Telzio plans. 
  5. Review the new total monthly plan cost and click Next.
  6. Click Update Plan to confirm the changes.

You now have included text messages on your plan, and you can come back to edit your plan anytime if you need more or less messages.

Set the Inbound SMS Destination

You can route incoming text messages to employees, email, or an entire department. To configure your inbound SMS destination, follow these steps.

  1. Navigate to your Plans and Numbers page.
  2. Click on the phone number or plan to view and edit its settings.
  3. Click on the phone number to edit its Inbound SMS Destination.
  4. Select a Destination to route incoming text messages.
    No Destination – None
    User – Routes messages to a single User
    Group – Routes messages to all Users in a Group
    Email – Routes messages to an email
    External Phone Number – Routes messages to a non-Telzio number
    Inbound SMS
  5. Specify the User, Group, Email, or Phone Number in the following field provided.
    Inbound SMS
  6. Click Update to save your settings.

You’ll now receive incoming text messages to your selected Destination, and you can come back anytime to edit these settings.

Send a Text Message

Users can send text messages from the app, the SMS page, and some IP phones. To send a text message through the website, follow these steps.

  1. Click on the SMS icon in the lower left corner of your Dashboard to start drafting a new text message.
  2. Notice the new SMS window appear in the bottom right corner of the page.
    Send a New SMS
  3. Choose a phone number where you’ll send the text message From.
    Send a New SMS
  4. Enter the phone number where you want to send a message in the To field.
  5. Type in your message to the recipient.
  6. Click Send when you’re ready to deliver the text message.

Your text message has now been sent and you can go back to the SMS page to view it.

Manage Text Messages

Users can view and respond to text messages on the app, SMS page, and some IP phones. To manage SMS on the Telzio website, follow these steps.

  1. Navigate to the SMS page where you’ll find a list of all your text messages.
  2. Click on a message to view its thread.
    Manage Text Messages
  3. Type a message in the field provided to send a response.
    Manage Text Messages
  4. To add a note to the thread for internal use, click on Comment, and type your comment in the field provided. Click Comment to add the comment.
    Comments can only be viewed by other Users who have access to this thread. 
    Manage Text Messages
  5. To add a Tag to a message, navigate to the right side of the page and click Edit Tags to select from the options in the drop down list.
    Account Administrators can manage Tags from the Account Settings page.
    Manage Text Messages
  6. To delete an SMS conversation, click on Delete Thread.