--- title: How Using SMS can Benefit your Sales Team | SMS Templates for Sales description: Reach more prospects, convert them into paying customers, and follow-up with texting tools – quickly send a Text SMS to any lead. image: https://blog.clickpointsoftware.com/hubfs/New%20Blog/Featured%20Images/featured-using-sms-templates-and-lead-follow-up-with-ringresponses-texting-tools.png --- - [All Topics](https://blog.clickpointsoftware.com/) - [Sales Engagement](https://blog.clickpointsoftware.com/tag/sales-engagement) - [Sales Automation](https://blog.clickpointsoftware.com/tag/sales-automation) - [Marketing](https://blog.clickpointsoftware.com/tag/marketing) - [Lead Management](https://blog.clickpointsoftware.com/tag/lead-management) - [Lead Distribution](https://blog.clickpointsoftware.com/tag/lead-distribution) - [Compliance](https://blog.clickpointsoftware.com/tag/compliance) [Sales Engagement](https://blog.clickpointsoftware.com/tag/sales-engagement) # Using SMS Templates and Lead Follow-Up with RingResponse’s Texting Tools Reach more prospects, convert them into paying customers, and follow-up with texting tools – quickly send a Text SMS to any lead. Written by  [ClickPoint Software](https://blog.clickpointsoftware.com/author/clickpoint-software)  ·  April 11, 2019  ·  Last modified June 27, 2024 As you already know from our previous blog post–*Introducing SMS Texting Solution for Call Centers and Sales Teams*–with ClickPoint/RingResponse at your fingertips, you get the easiest way ever to complement your over-the-phone sales activities with SMS texting tools – quickly send a Text SMS to any lead or prospect from the communication center, then call, or send emails automatically or manually to follow up. ## Adding SMS Text to Your Sales Stack To enable RingResponse Text SMS: 1. Login to your account [https://www.sales-exec.net/Login](https://www.sales-exec.net/Login?__hstc=175986685.fa394f0a6af8f58c35da795504711140.1614976119302.1614976119302.1614976119302.1&__hssc=175986685.12.1614976119304&__hsfp=2406870324) 2. Go to More > My Account > Integrations; OR use the direct link: [https://www.sales-exec.net/Administration/#/Integrations/](https://www.sales-exec.net/Administration/?__hstc=175986685.fa394f0a6af8f58c35da795504711140.1614976119302.1614976119302.1614976119302.1&__hssc=175986685.12.1614976119304&__hsfp=2406870324#/Integrations/) 3. Click ‘Enable’ near to ‘RingResponse Text SMS’ ## Phone Number Configuration To start, navigate to the *Manage Numbers* screen and select the gear icon. Enable *Allow SMS. *You can define to use this number as a default but please note, if you have multiple default numbers, ClickPoint will pick one at random. After configuration is complete, you are ready to start sending text messages to your leads. ![SMS Template](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/SMSText_PhoneNumberConfiguration.gif?width=1482&height=700&name=SMSText_PhoneNumberConfiguration.gif) ## Using Text SMS Templates Draft Text Message Templates to quickly engage and connect with your leads. First step is to create a group to house your templates. This makes navigation by your users much easier. Create groups for things related to your products or seasonal promotional messages. ![Text SMS GIF](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/SMSText_TemplateGroups.gif?width=998&height=456&name=SMSText_TemplateGroups.gif) Once you have created your groups, select *Add Template *which will display the template editor. ![SMS Message Template Main Screen](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/image-1.png?width=629&height=551&name=image-1.png) 1. **Lead Fields** – Inject lead fields associated to your lead directly into your template like the lead’s first name, or a product. 2. **Name** – Provide a descriptive template name for easy navigation. 3. **Group **– Associate this template to a group. 4. **Owner** – Define who owns the template. After you create your template, your sales team can now use this template via the Messaging Center or an administrator can use it within an [action in a workflow](https://intercom.help/clickpoint/getting-started-administration/advanced-sales-workflow/sales-workflow-configuring-actions). ### Configure your Opt-In Template If you have sufficient [user permission levels](https://intercom.help/clickpoint/salesexec-lead-manager-administration/adding-and-updating-users/advanced-configuration-of-user-roles-and-permissions), you can configure the SMS Opt-In template for your ClickPoint account. You want to make sure it is generic enough especially if you have different record types for various types of products. You can configure your Opt-In template by navigating to *Text SMS Templates* via the ClickPoint settings page. ![SMS Template](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/SMSText_OptInTemplate.gif?width=1278&height=830&name=SMSText_OptInTemplate.gif) ### Using the Opt-In Template When you initiate the very first text message to a lead, ClickPoint will automatically send the Opt-In template before your initial message is sent. The lead will have to opt-in to receiving text messages to get your original message or any future ones and this happens for every lead (even duplicates). ![Message Center](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/image-3.png?width=934&height=534&name=image-3.png) To view the status of an Opt-In template, you can view in the *Messaging Center, *via the *Text History* on the Lead Details Screen or searching for the lead in your *Do Not Contact List. *The statuses are: - **Sent**: The account’s Opt-In template message has been sent. - **Not Sent**: The Opt-In message has not been sent to the phone number. - **Accepted: **The phone number has replied with START to the Opt-In message. - **Rejected:** The phone number has replied with STOP to the Opt-in message. **Note: Every message sent to a lead will append *Reply STOP to cancel automatically to the end of the message to help you remain compliant. *** ![Additional Information Screen](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/image-2.png?width=860&height=483&name=image-2.png) ClickPoint Software [See all posts](https://blog.clickpointsoftware.com/author/clickpoint-software) [![See how ClickPoint clients evolve their sales process ](https://no-cache.hubspot.com/cta/default/8944701/0ffc1286-0666-4b9c-a430-30c615746755.png)](https://cta-redirect.hubspot.com/cta/redirect/8944701/0ffc1286-0666-4b9c-a430-30c615746755) ##### Explore More Articles ## [![See how ClickPoint, a sales engagement and lead management software, helps salespeople easily manage their sales process and workflow.](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-how-to-create-and-manage-your-sales-workflow-in-clickpoint.png?width=384&name=featured-how-to-create-and-manage-your-sales-workflow-in-clickpoint.png) Sales Automation How to Create and Manage Your Sales Workflow in ClickPoint See how ClickPoint, a sales engagement and lead management software, helps salespeople easily manage their sales process and workflow.](https://blog.clickpointsoftware.com/sales-workflow-software) ## [![Voice calling solution that automates much of the sales process, helping sales reps move between inbound and outbound sales calls seamlessly.](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-improve-speed-to-lead-and-sales-call-efficiency-with-ringresponse.png?width=384&name=featured-improve-speed-to-lead-and-sales-call-efficiency-with-ringresponse.png) Sales Engagement Improve Speed to Lead and Sales Call Efficiency with SalesExec Voice calling solution that automates much of the sales process, helping sales reps move between inbound and outbound sales calls seamlessly.](https://blog.clickpointsoftware.com/sales-call-software) ## [![Hiring the right people is critical to building a strong team. 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