How to Install SMS application?

How to Install SMS application?

This article covers the steps to be followed and the pre-requisites for installing SMS App.

Introduction

Effective communication plays a vital role in maintaining strong customer relationships. SMS remains one of the most reliable and widely used communication channels due to its high open rates and instant delivery. To empower businesses with seamless SMS communication, Kylas offers an SMS App that can be installed directly from the Kylas Marketplace. This article provides a step-by-step guide to installing and configuring the SMS App, along with the necessary prerequisites. Once installed, users can connect their SMS service provider, create templates, manage users, and send SMS directly from the Kylas CRM interface.

How to Install SMS App

Prerequisites

  1. Permissions:  Any user having access to Kylas marketplace.
  2. Product Plans: Elevate.
Step 1:
Login to Kylas using your registered credentials post which you will land on a default dashboard. 




Step 2:
On the extreme left top corner, you will find three horizontal lines. Follow the steps below
1. Click 'Kylas Marketplace'
2. Under 'Kylas SMS' click on 'Install' at right top corner and Install App
3. Sign in and click on "allow and install". You need to sign up if you are installing the app for the first time.








Step 3 :

How to connect SMS service provider account: 

  1. Admin who has signed up for this app - Go to API Keys tab and configure Kylas API Key and save it.
  2. Navigate to the ‘SMS account settings’ section inside the app
  3. Click on ‘Add connected account’
  4. Enter the User name and Password for the SMS service provider’s account
  5. Choose the Vendor (SMS service provider) from the available options
  6. Enter the Mask (e.g. SELLDO) - The sms receiver will see this mask as a sendor
  7. Enter the DLT entity id (Mandatory) and Telemarketer id (Optional)
  8. Check the ‘Active’ checkbox
  9. Click on ‘Save’

 









Step 4 :

How to Create SMS template:  

  1. Navigate to the ‘SMS Templates’
  2. Click on ‘Add SMS Template’
  3. Enter the Name of the template
  4. Enter the Content of the DLT approved SMS template
  5. Choose associated Entity type from Lead, Deal or Contact
  6. Choose SMS type
  7. Choose the vendor for which the template is being created
  8. Enter the DLT template ID (Mandatory) and DLT tag ID (Optional)
  9. Check the Active checkbox
  10. Click ‘Save’

 









Step 5 :

How to Add users in the app: 
  1. Navigate to ‘Manage Users’ inside the SMS app
  2. Click on ‘Add User’
  3. Enter the Name and Email of the user
  4. Choose the Role from Member or Admin
  5. Choose the corresponding Kylas user from the list of Users available in your Kylas account
  6. Click on Save
  7. The users added in the app will receive a email for their account verification, after verification the users can install the app and login from their credentials.
  8. The users added with the role as ‘Admin’ will be able to view all tabs in the SMS application
  9. The users added with the role as ‘Member’ will only be able to view SMS logs and Templates








Step 6 :

Send SMS from Kylas UI: 

  1. After successfully setting up the SMS app go to a Lead, Contact or Deal's Details page
  2. In the productivity section, click on the Message Icon
  3. Click the ‘New Message’ CTA
  4. Click on the ‘Send SMS’ action 
  5. It will open up a pop up where you will be asked to choose the phone number and Email template
  6. After selecting the Number and Template, click on ‘Send’ button
  7. Refresh the message section to view the new entry created or sent SMS
  8. You can also view the SMS log and errors (if any) under the SMS log section of the app in marketplace





Use Cases

The SMS App in Kylas can be used in multiple real-world scenarios, such as:

  1. Lead Engagement:
    Instantly send personalized SMS to new leads to improve response rates.

  2. Deal Nurturing:
    Share timely updates, reminders, or offers with prospects to accelerate deal closures.

  3. Customer Communication:
    Send confirmations, alerts, and notifications to existing customers.

  4. Event/Appointment Reminders:
    Reduce no-shows by sending automated reminders for scheduled calls, meetings, or demos.

  5. Marketing Campaigns:
    Run bulk promotional SMS campaigns directly from Kylas using pre-approved DLT templates.

  6. Support & Service Updates:
    Notify customers about service status, issue resolution, or order tracking.



Benefits

Installing and using the SMS App within Kylas CRM provides several advantages:

  • Seamless Integration: No need for third-party connectors; SMS can be sent directly from within Kylas CRM.

  • Centralized Communication: Keep all SMS logs linked with Leads, Deals, and Contacts for better tracking.

  • DLT Compliance: Ensure regulatory compliance by using DLT-approved templates and IDs.

  • Role-based Access: Assign Admin or Member roles to control permissions and maintain data security.

  • Time Efficiency: Save time with reusable SMS templates and one-click sending from the CRM UI.

  • Improved Customer Experience: Ensure customers receive timely, relevant, and personalized communication.

  • Actionable Insights: Track SMS delivery, errors, and logs for better campaign optimization.



Conclusion

The SMS App in Kylas CRM is a powerful tool for businesses looking to streamline customer communication. From installation and configuration to creating templates, managing users, and sending SMS, the process is simple and user-friendly. By leveraging the app, organizations can enhance lead nurturing, improve deal conversions, and deliver better customer experiences. With its seamless integration and compliance features, the SMS App ensures that your communication strategy remains efficient, effective, and aligned with business goals.






































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