Custom Email & SMS Notifications
Section: Marketing & Communication
URL:/admin/email_sms
Page title: Custom Email & SMS Notifications
Overview
Custom Email & SMS Notifications lets you create reusable message templates and send one-off or bulk email and SMS messages to clients, leads, or staff — triggered manually or from within CRM workflows. It supplements the system's automatic notifications with ad-hoc and template-driven outreach.
Business value
Gives staff a quick way to send professional, branded messages without leaving the CRM and without needing a separate email marketing tool for transactional or ad-hoc sends.
- Who uses it: Customer success, account managers, support, operations
- Key benefit: Consistent, on-brand communication sent directly from CRM context — no copy-pasting into Gmail or WhatsApp.
- Metrics it influences: Response rate on outreach, time-to-reply, customer satisfaction
Typical use cases:
- Send a payment reminder email from a template to a specific client
- Notify a segment of leads about an upcoming event via SMS
- Push a service update SMS to all clients with an active contract
- Create a reusable "meeting confirmation" email template used by the whole sales team
Accessing this module
From the admin sidebar, navigate to Custom Notifications, or open the URL directly:
/admin/email_sms
Key concepts
| Concept | Description |
|---|---|
| Template | A saved email or SMS with subject, body, and merge fields — reusable across sends |
| Merge fields | Dynamic placeholders (e.g. {client_name}, {invoice_number}) substituted at send time |
| Send | A one-time or bulk delivery of a message to selected recipients |
| Channel | Email or SMS; configured per template and send |
Common actions
- Create template — write the message content, set the channel (email/SMS), and add merge fields.
- Edit template — update subject line, body, or merge field mappings.
- Send message — select a template, choose recipients (clients, leads, or staff), and send.
- Bulk send — select multiple recipients from a filtered list and send in one action.
- Manage templates — view, edit, duplicate, or archive templates at
/admin/email_sms/templates. - Permissions — access to sending is controlled per staff role.
Source: crm-connect-main/app/modules/custom_email_and_sms_notifications