SMS integration, templates, and automation

Activate an SMS provider, create templates and automated rules, send bulk messages, and review delivery.

Security. Transfer passwords, API keys, or other credentials only through the secure method provided by Hanna Customer Support. Never paste a secret into an email or support request body.

Hanna can send SMS through an enabled Tele2 or Twilio account.

Create a template

Open System Settings → SMS → SMS Templates → New record. Enter a clear name and message, enable the template, and send a test to verify sender details, Lithuanian characters, links, and length.

Create an automated rule

Under SMS Settings, create a record, select the Lead status and optional source, delay, and template, then enable it. If only status is specified, every Lead with that status may match regardless of source.

Check the audience before enabling a rule. A rule without audience restrictions must not be assumed to match nobody. Review the matching records and the status, source, or Opportunity-stage conditions available for your rule before activation.

Manual and bulk messaging

Send one SMS from a Contact or Lead card. For a bulk message, select records in the list and choose Actions → Bulk messaging, then verify the audience and template before confirmation.

Review sent messages and statuses under SMS Messages and on the customer record. Contact Hanna Customer Support to activate a provider and transfer credentials securely.

Setup screens

The screens below follow the setup sequence described above. Labels may vary as providers update their interfaces.

Troubleshooting

Check account permissions, integration status, required fields, and the external system log. If the problem persists, send the attempt time, record or event identifier, and visible error to Hanna Customer Support, without credentials.