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Mobile and SMS

Add a UK mobile number and manage inbound and outbound SMS on CircleLoop desktop, web, and mobile apps.

CircleLoop supports inbound and outbound SMS through the CircleLoop apps.
To use SMS, you'll need a UK mobile number assigned directly to your user account. Mirrored mobile numbers are not supported for SMS.

SMS notifications can be received in-app and via email, depending on your preferences. These can be managed from Settings > Notifications.1

 

All SMS activity appears in your Activity Feed, grouped under the correct contact, and you can easily show only SMS activity by selecting SMS in the Activity Feed filters.

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Messages that exceed the standard character limit (160) will still appear as a single, continuous message in the app, but will be billed as multiple SMS parts at the standard rate.

To activate SMS on your account:

  1. Contact CircleLoop Support to enable SMS.

  2. Add a UK mobile number to your user account

Adding a mobile number to your account

To add a UK mobile number to your account, you’ll need to be signed in as a CircleLoop Admin. Only Admin users can access Admin Settings and manage numbers in the account.

  • Click on Admin Settings.

  • On the left-hand side menu, select Numbers.

 
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  • Click Add Number +.

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  • Choose UK Mobile Number, select a number from the list displayed (we show the top 20 available), and click Add Number.

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Once the mobile number has been added, it must be assigned to a user or a team for SMS to work correctly.

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Please note: When a mobile number is assigned to a Menu/IVR, inbound SMS messages can only be viewed by CircleLoop users who have been selected to receive notifications for that Menu.

 

Sending SMS on the Desktop & Web app

Open the Dial Pad on the right-hand side of the application.
Make sure ‘My Number’ is set to the mobile number you use for SMS.

Search for a contact with a mobile number, or manually type the mobile number you want to send an SMS to.

Select the contact or number shown beneath the Dial Pad, then click the ellipses (⋮) icon to open the submenu. Choose SMS.

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A message box will appear where you can type your text message.


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Select Send SMS.
Your message will be sent and will appear in your main Activity Feed and within the contact’s Activity tab.

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Receiving and replying to SMS on the Desktop & Web app

Open the Activity Feed and select an SMS entry for the contact or number you want to message.

In the header bar, click Send SMS.

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An SMS panel will appear at the bottom of the activity details, where you can type your message.

Select the send icon to deliver your message.

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Sending SMS on the mobile app

Open the Keypad in the CircleLoop mobile app and begin typing the mobile number you want to send an SMS to.
Once a valid mobile number has been entered, the SMS icon will appear to the left of the green dial button.

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 Tap the SMS icon and select New SMS.
 
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The New SMS screen will appear, allowing you to compose your message.

Tap Send to deliver your SMS.

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Receiving and replying to SMS on the mobile app

Open the Activity screen in the CircleLoop mobile app. Locate the message record you would like to respond to.

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Press and hold on the message record to open the options menu, Tap Send SMS.

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The New SMS screen will appear, allowing you to compose your message.

Tap Send to deliver your SMS.

 

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