A client did not get a text
Client messaging is off, the client said no to texts, the task's Text box is off, the notification is off or the carrier blocked it.
Open the client's record and the order first. The message history on the record usually says "Not sent:" with the reason.
Likely causes, in order
- Client messaging is still off. While the company sets up, nothing goes to a real client, only to the test contacts and the team. Settings, System, Sending says Client messaging is off. An admin switches it on there when the wording and numbers are checked. See Turn on client messages.
- The client said no to texts. "Not sent: ... does not want texts." A STOP reply switches Can text off on their record. Switch it back on only if the client asks. See Client consent.
- Text is off on the task. "Not sent: texts to the client are switched off on this task." Open the stop and switch its Text on, or change the task type so new ones start with it on.
- That notification is switched off. Open Settings, System, All notifications, find the moment (for example on the way), and check that the client's Text is on. See The notification center.
- The phone number cannot be texted. The number needs ten digits, or a country code. Fix it on the contact.
- Your texting service is not set up or not approved. Open Settings, System, Connections, Phone. Read the registration line under your number: until it says approved, US carriers may refuse or filter your texts. See Set up texting.
- It waited too long. "Not sent: it waited more than two hours, so it was too late to be useful." An on-the-way text that sat in the Outbox is not sent late.
Good to know
- The Outbox (on the Inbox) lists messages that did not go on their own and why.
- A person sending by hand needs the Message clients switch on their role.
- Check Settings, Tools, Health, Messages and leads, for texts that failed or got stuck.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
Contact support