SMS: Using Two-Way Texting
Two-Way Texting will allow your firm to communicate back and forth with your clients via text. A dedicated number is provided that clients can send texts to, and your firm can text your client's cell phone number via this feature.
If you haven't enabled the SMS feature in your Liscio site, follow these instructions to quickly set up SMS Two-Way Texting.
Note: Only Admin users can enable SMS for their firm.
Note: Only Admin users can enable SMS for their firm.
To Use Two-Way Texting:
1. Click SMS on your left hand menu bar
2. Click +SMS in the top right corner
3. Type the phone number or desired Contact name
- Note: the number will need to be related to a Contact in order to send a Text. You can quickly Create a New Contact or Add a number to an Existing Contact if the number isn't related to anyone in Liscio.
4. Type your message in the Reply box at the bottom of your screen and send it when ready!
You'll receive notifications in Liscio when the client responds. You'll get a banner notification, a notice in the Notification Center, and there will be an unread number count on the SMS tab on the menu bar.
The best part - your texts will appear on the Contact's Timeline so that your coworkers are able to see and review the texts as they come in!
Contact Us
Related Articles
Setting up SMS Two-Way Texting
Two-Way, SMS Texting allows firms to take advantage of all the benefits of text messaging without the hassle of laboriously moving information or files received via text into Liscio. With this feature, firms will have a dedicated phoneline accessed ...Implementing a Privacy Policy for SMS Texting
Our SMS texting provider requires an accessible privacy policy to use their services. This policy must be visible on your website or included in client-facing documents such as engagement letters. When registering your SMS line, we will ask you to ...SMS - Two-Way Texting: How it Works and FAQs
What is SMS: Two-Way Texting Liscio SMS offers the client convenience and rapid response texting does, but will keep it in Liscio for easier firm-side management and visibility, further strengthening our general communication platform/all in one ...SMS: Client Opt-In, Opt-Out, and Help
Two-Way Texting will allow your firm to communicate back and forth with your clients via text. A dedicated number is provided that clients can send texts to, and your firm can text your client's cell phone number via this feature. When you begin a ...SMS: Assigning Lines to Employees
Two-Way Texting will allow your firm to communicate back and forth with your clients via text. A dedicated number is provided that clients can send texts to, and your firm can text your client's cell phone number via this feature. Note that we are ...