Be Constantly Engaged with SMS Twilio

twilio sms notification feature on credit repair software for business

 

One of the secrets to success in the credit repair industry or any other business is constant communication with your customers. To give the customer what they want, you have to connect with them using Credit Repair Software For Business.

 

Communication starts with a connection. Communication between you and your customer helps you build strong customer engagement, and it also helps you identify if you meet the satisfaction of your customer.

 

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Communication is particularly necessary when it comes to customers and building successful businesses. That’s why credit report software for businesses has this feature where you can send SMS inside the software by integrating your Twilio account.

 

Before you can use the SMS feature inside the software, you need to have a Twilio account first and then integrate it into the software

 

To integrate Twilio into credit report software for business, you need to go to the company tab.

company tab on credit repair software for business

 

Then under the company menu option, click notification/automation.

notification or automation tab on client dispute manager software

 

Then you will be routed to the notification and automation screen, where you can manage your automation features and notification.

notification & automation screen

 

Under the notification/automation screen, you will see the following: manager notifications, 1-click print automation with Letterstream, SMS with Twilio, Zapier integration, follow-up letter due date change, and change password.

types of notification on notification screen on software for credit repair business

 

Go to SMS with Twilio to integrate your Twilio account into the software.

sms with twilio on client dispute manager software

 

In this section, you need to put your Twilio Auth token, Twilio account SID, and Twilio phone number, all of which can be found when you log in to your Twilio account.

twilio auth token on software for credit repair business

 

You can also watch the training video we have here that could help you with Twilio integration.

watch training video

 

Make sure that text notifications are turned on if you use the SMS feature of the software.

turn on notification on client dispute manager

 

Once you’re done, click the save button.

save button on best software for credit repair business
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If you don’t already have a Twilio account, you can create one by clicking the link in this article.

create twilio account from software from credit repair business

 

To send an SMS to your customer in the software once you’re done with integrating your Twilio account, go to the customers screen.

customer screen on client dispute manager

 

You can use the search box to look for the customer you want to send an SMS.

use the search box on software for credit repair business

 

Then click the name of your customer.

name of the customer

 

Once done, you’ll be routed to your customer’s information, where you can see this section to send an SMS to your customer.

send sms to a customer using client dispute manager software

 

In this section, you’ll see the name of your customer.

name of the customer on credit repair software

 

Then here is your customer’s mobile number; make sure to enter the customer’s active mobile number for the SMS to be delivered.

customer's number on software for credit repair for business

 

Then you can select a template if you want to or add your template.

templates for credit repair software for business

 

You can also enter a message here if you want to make your message more personalized.

enter a message on client dispute manager software

 

Then once you’re done, just simply click the send button.

click the send button on software for credit repair business

 

If your customer responds to your SMS, you will see a notification icon appear over here.

sms reminder on credit repair software for business

 

Developing good communication with your customers using Credit Repair Software For Business is incredibly important. It is because your main goal is to provide your service and have a healthy relationship with them. That’s why it’s important to communicate clearly.

 

Bonus: Now that you have read this article, why not take your new skill and start your own credit business helping others? We have free training that can help you do just that.
Click here to learn more.

 

 

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