Mobile Messaging Set Up Guide
How to Add Mobile Messaging to your Practice Axis CRM
Fill out this survey to Opt In for Mobile Messaging. We will use the info you provide to register your account and obtain a number with your local area code for all messages you will send/receive from your CRM.
Note: You may notice some new options in your CRM, but it’s not live until we give you the word that your registration is confirmed.
- Wait to hear back from our Support Team that your account has been confirmed and fully set up to send and receive mobile messages
- Follow the guide below to start using mobile messaging via your CRM
- Your additional fee for mobile messaging will be reflected on the next billing date from the time you register. The $25 fee covers up to 4,000 messages per month across all users.
Mobile Messaging Set Up Guide
How to Use Mobile Messaging in Practice Axis
Once your account is registered and live with Mobile Messaging, follow the help articles below to learn how to send and receive messages from your CRM (Mobile Messaging FAQs).
How to Add Customized Mobile Messaging Automations to your Pathway Workflows
When you add Mobile Messaging to your CRM, your account will come pre-loaded with 6 mobile messaging templates. These include two manual-send templates for appointment confirmations and benefits verifications as well as 4 automations, such as paperwork reminders, on hold follow ups, and wait list check-ins. The 6 pre-loaded templates are detailed in this article.
If you’d like to customize additional automations with mobile messaging to your pathways, you can request those by emailing support@practiceaxis.com and then purchasing each Mobile Messaging Automation via our customizations menu here.Related Articles
Mobile Messaging Opt-Out & Security
Mobile Messaging Opt-Out Considerations Just as all emails sent from Practice Axis are only sent to individuals who have willingly provided their email address to your practice, mobile messages via Practice Axis are only sent to those who have ...6 Pre-Loaded Mobile Messaging Templates
There are six mobile messaging templates that have been pre-loaded into your account during the launch of the mobile messaging feature. Two of these templates are set up to be sent manually from within a client's journey record, and four of them are ...Mobile Messaging Placeholder Cheatsheet
The following placeholders can be used when creating your manual-send mobile messaging templates. Field Name Placeholder Client First Name {{ object.partner_id.firstname }} Client Full Name {{ object.partner_id.name }} Primary Guardian's First Name ...Creating Your Own Mobile Messaging Templates (Manual-Send Only)
VIDEO OVERVIEW: In addition to the 2 manual-send and 4 auto-send templates that will come pre-loaded into your account, you can create as many Manual-Send templates as you'd like. You can view the six templates that come pre-loaded into your account ...Sending Mobile Messages
STEP 1: Navigate to the specific journey's page STEP 2: You can send a mobile message from within the journey record page in two ways. 1) By clicking on the "Send Mobile Message" button. 2) By clicking on the "Action" dropdown and then selecting ...