Click Send Integration in Dash SaaS

Manage Contact

• To create a new contact, click the “Create” button on the Manage Contacts page. Enter the Name, Email, Mobile No, City, State, Zip code, and click Create to save the contact.
• The Manage Contacts list page displays all saved contacts in a table with the columns, including Name, Email, Mobile No, City, State, Zip, and Actions. You can use the search bar to find the specific contacts.
• In the Actions column, click Edit to modify a contact’s details, or click the Delete to remove a contact from the system.

Send SMS

• After creating the contact record, navigate to the send SMS page. Here you can start sending a new SMS by clicking the “Create” button given at the top of the send SMS page.
• First, select the type by choosing one of the radio button options: Custom, User, or Contact. If you choose Custom, a mobile number field will appear where you can enter the recipient’s phone number directly. If you select User, a dropdown menu will show available users from your system. If you choose Contact, a dropdown will display your saved contacts. After selecting the recipient, enter your SMS message.
• On the list page, you’ll see all sent messages in a table with columns including ID, Message ID, From, Recipient, Message, Status, and Sent Time.

Scheduled SMS

• To schedule an SMS for future delivery, click the “Create” button on the Schedule an SMS page. Select the SMS Type using the radio buttons (Custom, Users, or Contacts). If you select Custom, a Mobile Number field will appear where you can enter the recipient’s phone number.
• If you select Users, a Users multi-select dropdown will appear, allowing you to choose one or more users from your system. If you select Contacts, a Contacts multi-select dropdown will appear, allowing you to choose one or more of your saved contacts.
• Next, set the Schedule Date & Time by selecting the date and time when you want the message to be sent. Then enter your message in the SMS Message field (up to 160 characters). Click Schedule SMS to set up the future delivery.
• The Manage Scheduled SMS list page displays all scheduled messages in a table with the columns, including Message ID, To, Message, Scheduled At, Status, and Actions. In the action column, you can use View to see the full message or Delete to remove that message.

Voice Call

• To create a new voice call, click the “Create” button on the voice call page. Select the Type using the radio buttons (Custom, User, or Contact). If you select Custom, a Mobile No field will appear where you can enter the recipient’s phone number.
• If you select User, a User dropdown will appear where you can select a single user from your system. If you select Contact, a Contact dropdown will appear where you can select a single saved contact.
• After, choose the Language from the language dropdown for the voice message. Then select the Voice type (Female or Male) from the Voice dropdown. Enter your message in the Message field (up to 500 characters), which will be converted to speech for the voice call. Click Create to initiate the voice call.
• The Manage Voice Calls list page displays all voice calls in a table with the columns, including Call ID, To, Message, Created At, Status, and Actions. In the Actions column, you can click the delete to remove call records from the system.

Note: Here is a list of some Add-Ons that we can easily connect to with the Click Send Add-On.