Sending and Receiving SMS

Send and receive SMS from 4p (UK only)

SMS With CircleLoop - Features and Activation

Adding a Mobile Number to Your CircleLoop Account

SMS With the Desktop App

Sending SMS With the Desktop App

Receiving and Replying to SMS With the Desktop App

SMS With the Mobile App

Sending SMS With the Mobile App

Receiving and Replying to SMS With the Mobile App

SMS With CircleLoop - Features and Activation

If you would like to use SMS/ text messaging on CircleLoop you can activate the feature quickly and easily by adding a mobile phone number to your account.

Note: If you do not have a mobile number on your account this feature will not work!

Our SMS service is ideal for inbound and outbound text messaging via the CircleLoop apps, although there are currently some limitations to the service which you should consider prior to adding a mobile number or porting an existing mobile number across to us.

  • The text message notifications service is currently limited. Received messages will not notify on screen, only in-app.
  • Text messages sent and received will appear individually in your app activity feed.
  • Text message conversations will not “thread” in your activity feed.
  • Our messaging service is not currently compatible with iMessage (iPhone).
  • Messages are currently limited to 160 characters.

If you would like to activate your SMS / text messaging service:

  1. Contact CircleLoop support to enable SMS on your account
  2. Add a mobile number to send and receive messages.

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Adding a Mobile Number to Your Account

  • Click on Settings
  • Within the Settings menu on the left hand side you should see a heading “ADMINISTRATOR” within this heading click on “Numbers”
  • In the Numbers menu click “Add Number +”
  • Select the option “UK Mobile Number” and choose a number which suits you and click “Add Number” (Displayed will be the top 20 on our list)

  • Once you have added a mobile number you will need to assign it to yourself or another user

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SMS With the Desktop App

Sending SMS With the Desktop App

On the keypad screen select a mobile number assigned to your account. (If you do not have a mobile number assigned to your account see Adding a Mobile Number to Your Account).

CircleLoop - Desktop - SMS Set Outbound Mobile Number

Click the “Enter number…” field and begin typing the number you want to send a message to. Doing so will make a speech bubble icon appear on the right hand side.

CircleLoop - Desktop - Send SMS

Click the speech bubble icon and type your message.

CircleLoop - Desktop - Send SMS - Full Text

As you type, the number of remaining characters available in your message is displayed on the right-hand side.

When your message is complete hit the Send button and your message will be sent to the recipient. A copy will appear in your activity feed.

CircleLoop - Desktop - Send SMS - Activity Log

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Receiving and Replying to SMS With the Desktop App

When SMS messages are received they are displayed in your activity feed.

CircleLoop - Desktop - Receive SMS

When you move your mouse pointer over the message, a menu button (...) appears. 

To reply to the message, click the menu (...) button and then click Send message.

CircleLoop - Desktop - Reply to SMS

When you click Send message, the message area will appear with the appropriate recipient mobile phone number. Simply enter your message and click Send.

CircleLoop - Desktop - Reply to SMS - Enter SMS Message

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SMS With the Mobile App

Sending SMS With the Mobile App

In the same way as the desktop app, in order to send SMS messages from the mobile app you must ensure you are using a mobile number.

Beneath the keypad on the keypad screen, tap "Calling from ". 

CircleLoop - Mobile - SMS - Calling From Drop Down - CLIP

Choose a mobile number from the list of available numbers.(If you do not have a mobile number assigned to your account see Adding a Mobile Number to Your Account).

CircleLoop - Mobile - SMS - Call From Selection - CLIP

Now, tap at the top of the keypad screen to type in a mobile number to send your SMS message to.

CircleLoop - Mobile - SMS - Type a Mobile Number - CLIP

Tap the Create SMS button to begin writing your message. (Note: this button may not be visible if you have not contacted CircleLoop support to activate SMS service for your account.)

CircleLoop - Mobile - SMS - Tap SMS Button - CLIP

Enter your SMS message. As you type, the number of remaining characters available in your message is displayed to the bottom of your message.

CircleLoop - Mobile - SMS - Enter a Message - Pizza - CLIP

When your message is complete hit the Send button and your message will be sent to the recipient. A copy will appear in your activity feed.

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CircleLoop - Mobile - SMS - Sent Message - Activity Log - CLIP

Receiving and Replying to SMS With the Mobile App

When SMS messages are received they are displayed in your activity feed.

CircleLoop - Mobile - SMS - Received Message - Activity Log - CLIP

To see the message in full, simply tap on the message.

CircleLoop - Mobile - SMS - Received Message - Reply - CLIP

To reply to the message, tap the SMS button.

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