User Text Messaging Integration

You can set up HawkSoft Text Messaging Integration to send text messages to your clients. HawkSoft offers a HawkSoft Text Messaging add-on service, and alternative third-party email to SMS providers that your agency can subscribe to.

See HawkSoft Text Messaging Overview for more information.

This article provides instructions on how to configure HawkSoft text messaging integration to send text messages to clients through the HawkSoft Text Messaging feature, or through a third-party email-to-text messaging service provider.

Before you begin

HawkSoft Text Messaging

HawkSoft Text Messaging enables you to send text messages to your clients and manage their replies directly from HawkSoft. This feature is available to your agency as an add-on service, and is purchased through the HawkSoft Marketplace.

Your agency owner/administrator must opt in to HawkSoft Text Messaging before you can integrate with HawkSoft Text Messaging and use it as a text messaging service.

For more information, see About HawkSoft Text Messaging and Purchasing HawkSoft Text Messaging.

Email-to-Text Service Providers

As an alternative to using the built in HawkSoft Text Messaging feature, your agency can subscribe to a third-party email-to-text messaging service provider and send text messages directly from a client. This feature enables you to use your existing mobile number. Before you enable an email-to-text provider, you must do the following:

You must have an email address entered on the My Account Information and Signature screen. If an email address is not entered, HawkSoft will use the HawkSoft account email address entered by your agency owner/administrator during user setup.

See User Email Setup for more information.
To send a text message directly from a HawkSoft client, you must subscribe to an Email-to-SMS service provider.

Please contact one of HawkSoft's supported Email-to-SMS providers for information on obtaining and configuring an account.

MessageMedia: http://www.message-media.com/hawksoft

BulkSMS: http://usa.bulksms.com

See Text Messaging Email-to-SMS Text Messages for more information.

To configure your text messaging integration

Select a type of Text Messaging Integration:
- HawkSoft Text Messaging - Enables real-time text message conversations with clients from a central phone number, different from the agency's existing phone number. Each client's full text message history is viewable directly from within the client. Users can send a text from the Action menu, main toolbar, and various texting views and users are notified in HawkSoft when a text message is received.
  
  Your agency owner/administrator must purchase HawkSoft Text Messaging before you can use it as a text message integration option. See HawkSoft Text Messaging Overivew for more information
  
  Check the Enable Persistent Notifications box to ensure that text message notifications will not disappear until you interact with or close the notification(s).
- Bulk SMS (Email-to-SMS) - Enables you to send text messages to clients via email. Text messages appear to come from the agency's existing phone number. Users can send a text from the Action menu, and replies from clients are sent back to an email address.
  
  This text message integration option requires a paid subscription from a supported Email-to-SMS provider by your agency owner/administrator. See Text Messaging (Email-to-SMS) Overview for more information.
  1. Enter your password for the Bulk SMS (Email-to-SMS) provider.
  2. Enter your email in the From Email field. This is the email that displays for clients when you send a text via email.
- Media Message (Email-to-SMS) - Enables you to send text messages to clients via email. Text messages appear to come from the agency's existing phone number. Users can send a text from the Action menu, and replies from clients are sent back to an email address.
  
  This text message integration option requires a paid subscription from a supported Email-to-SMS provider by your agency owner/administrator. See Text Messaging (Email-to-SMS) Overview for more information.
  1. Enter your email in the From Email field. This is the email that displays for clients when you send a text via email.
- Message Media-New (Email-to-SMS) - Enables you to send text messages to clients via email. Text messages appear to come from the agency's existing phone number. Users can send a text from the Action menu, and replies from clients are sent back to an email address.
  
  This text message integration option requires a paid subscription from a supported Email-to-SMS provider by your agency owner/administrator. See Text Messaging (Email-to-SMS) Overview for more information.
  1. Enter your email in the From Email field. This is the email that displays for clients when you send a text via email.
Click OK to save your Text Messaging Integration.

Completing text messaging integration enables you to send text messages to your client.