Sending Emails & Texts
Integration with TextBetter for sending SMS messages
BATS CRM allows users to send SMS messages via TextBetter platform. TextBetter works by accepting SMS messages via email to a properly formatted email address which includes the destination phone number. TextBetter then converts the email message ...
Integration with Dialpad AI for sending SMS messages
1. Navigate to BATS > System Settings and enable SMS Integration, then select Dialpad from the dropdown list. 2. Click on the "Link Dialpad" button to authorize the connection between BATS and Dialpad. IMPORTANT: Dialpad API integration requires that ...
How to get DKIM Keys for BATS email service and add DKIM Keys to DNS
DKIM Keys are required by many email service providers (Gmail, Yahoo Mail, etc) in order to authenticate the sender of email messages when the messages are sent via third party email systems such as BATS. Please follow the instructions below to ...
Integration with the RingCentral SMS sending API
Requirements for RingCentral SMS API integration: 1. RingCentral Premium or Ultimate subscription As of February 17, 2022 RingCentral has changed their policy for SMS message sending and has also changed the pricing for sending/receiving SMS ...
List of Available Merge Codes for SMS Messages in BATS
Here is the list of available merge codes that can be used in SMS message templates in BATS. Merge Code Description [quote_id] Will be replaced with Quote or Order number. [first_name] Customer's first name. [link_to_edoc] Shortlink to eDoc contract. ...
BATS Email Footer Templates
Below you will find two examples of proper email footers. One for sales emails and another for transactional emails. Please note: Having an unsubscribe option in your email legitimizes your email even further. Unsubscribe links are strongly ...
Best Practices to Enhance Email Deliverability
BATS CRM is not an email delivery service, therefore we are not experts in email delivery, spam filters, or inbox placement. We provide email sending service from BATS via SendGrid platform and we maintain our SendGrid account up to date and ...
Hide URL links in email templates behind anchor text
When creating email templates you should always hide the URL links behind some anchor text to make the email more readable. URLs, such as links to eDoc, are very long and will make the email hard to read and understand when the customer receives it. ...
Sending Order File Attachments
Sending file attachment that is uploaded to an Order via email directly from BATS is not enabled. This new feature allows users to send Order file attachment via email using existing email templates. To watch this feature in action, simply click on ...
How to send mass emails manually using BATS
Sending mass emails in BATS is easy! You can complete this action on orders or quotes individually or even better, both orders and quotes mixed together! To see how to send mass emails, simply watch this video: