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Overview of SMS text messaging in AMS+

Overview

SMS in AMS+ lets you send and receive text messages directly within the platform using your agency's VoIP number. It streamlines communication by centralizing messages, automating outreach, and keeping a complete history for each contact.

This helps you stay compliant with regulations while improving client engagement. Overall, it's a fast, easy way to connect with prospects, clients, and agents right where you manage your business.

IN THIS ARTICLE

Before you begin
Key features
Related resources

Before you begin

  • To send SMS text messages, Sales Records, Agent Records, and Individual Records must have a valid cell phone number.
  • If your agency has a certain time frame for sending SMS text messages, make sure your users set the allowable times for sending SMS messages in their My Account > Account settings.

Key features

  • Sales Automated Workflow - Send automated SMS messages triggered by sales events in AMS+.
  • Appointment Reminders - Send SMS reminders to reduce no-shows.
  • Rx Collect requests - Request prescription and provider information via SMS.
  • Scope of Appointment (SOA) requests - Send SOA forms through SMS for compliance.
  • ACA Consent to Contact and ACA Attestation requests - Deliver ACA-related consent and attestation forms via SMS.
  • Forward SMS replies - Receive copies of SMS replies on your personal cell phone.

In the Academy

  1. Making Calls & Texts with VoIP (opens in a new window) - Course
  2. Text Messaging (opens in a new window) - Course
  3. Sending a Mass Text Message (opens in a new window) - Course
  4. Texting 101 (opens in a new window) - Live Training Session

In the Knowledge Base

  1. How to set up SMS text messaging in AMS+
  2. How to send SMS text messages in AMS+
  3. How to forward copies of SMS replies from AMS+ to your cell phone
  4. How to change your default phone number for sending SMS text messages in AMS+
  5. How to create SMS text message templates in AMS+
  6. How opt-in and opt-out behavior works for SMS text messages in AMS+
  7. How to view SMS history in AMS+
  8. SMS Delivery Report in AMS+
  9. SMS Best Practices in AMS+: Regulations & Guidance

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