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Using SMS/Text with Radius

By in Uncategorized on 26 October 2018 / 0 comments / 923 views

Radius allows for direct text messaging to leads & clients through manual text and through Automated Workflows. Mass text messages are not allowed per state and federal regulations, so we’ve built one-to-one relationships only.

Send directly to leads or clients in their File.
Note that the cell # must be in their Cell field. Due to regulations, SMS must be ‘opt in’ so we don’t generate SMS from the Phone field.


Send via Automated Workflows
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HERE are the instructions on Automated Workflows and here’s a screenshot of putting SMS messages into Action in Automated Workflows.

You have the option to receive replies to your cell phone:
Account> My Info (make sure your cell is in the cell field)> Notificaitons> Enable SMS Replies to your cell.

Replies will also go into the lead/client’s file in their NOTES tab and in the Message Center. 

Check out our SMS best practices information HERE, which also provides a link to the FCC regulations.

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