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Fromni Notifications.
Setting up and using the App in your Pipedrive account
Fromni app description
Fromni Notifications app for Pipedrive is a simple and easy-to-use solution for automating personal messaging. We operate from Finland and deliver SMS all over the world.
App features
1
Template builder
Create different templates with or without variables.We are a leading firm in providing quality to our customers. Each member of our team has at least five years of legal experience. We really love what we do.
2
Automations builder
Create new automation in just a few minutes. Currently we support automated messaging based on your Deals stage, Contact labels and Activities. Choose the Automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
3
Manual messaging
Manual SMS messages can be sent from the Deal, Contact or Organization.
4
Mass messaging
Find people that match one of your Pipedrive filters and send your message to all of them.
5
Branded Sender’s name
We will register a branded Sender ID for your business.
6
Lower rates
We can offer competitive pricing for all your destinations and guarantee high delivery and quality routes.
Before you start
Register your Fromni notifications account. Here is the direct link.
Generate your Pipedrive Secret key
Log-in to your Fromni Notifications personal account and select the Secret keys section. In the window that appears, click "Create Secret Key".
In the window that opens, enter the Secret Key Name (at your discretion) — Select the type of integration (Pipedrive) and copy the Secret Key (the "Floppy Disk" symbol), click "Create Secret Key".
Stage 1. Searching and installing the App
1. Log in to the Pipedrive account
In your Pipedrive account go to Marketplace. Enter Fromni in the search bar and click Install now.
2. Enter the Secret Key for Pipedrive generated in your Fromni notifications account
If the Secret Key is entered correctly, the widget displays your balance and the client's login in the Fromni Notifications system
Stage 2. Using an App — Templates
Templates are future texts that can be sent as automations. Texts can be with or without variables. If you use variables in your templates you can choose between those connected with Contact (first name etc.), Deal (value etc.), Organization or Activity.
1. How to create a template for your messages
  • to create your first template go to Templates tab and click New template
  • set Name for your template. If you do not specify that, Name is generated automatically — based on template text
  • you can use variables in your text. In this case your messages are always customized. For example you can add some details about the deal
  • to add a new variable choose the category first, drop down the list and choose what you want to add. By clicking the + Button you will see it in your text. All your variables are always framed by braces {…} and spaces before and after the variable name.
  • please keep in mind that in one text you can add variables of one category. So if you switch from Deal to Activity, all variables that were added before are removed
2. How to edit your template
Go to Templates tab and click Edit button to edit your Template
3. How to remove your template
Go to Templates tab and click Remove button to remove your Template
Please keep in mind that you can't remove templates that are used in active Automations.
Stage 3. Using an App — Deal Automations
There are three basic conditions for sending your automations:
1
Stage
What should happen with your deal on Pipeline
2
Text
What should be sent
3
Time
When that text should be sent
If you are not familiar with Pipedrive Stages, check how to make stages in Pipedrive.
How to create a template for your messages
1. To create your first deal automation go to Automations tab and click New automation
2. Set Name for your Automation. If you do not specify that, Name is generated automatically — based on the Pipeline stage you choose
3. Choose your Pipeline stage
4. Choose the channel. Default channel is always SMS, but we also support other channels like Viber, VK.com etc.
5. Choose the template
6. Choose the time when the text should be sent. The timing starts from time when the Deal moves to the stage you choose
7. Choose the Sender ID. That is Alphanumeric sender name that is composed of letters from the alphabet (A-Z), and numeric characters. This sender represents the brand name and is displayed as such when you receive a message
8. The new automation is saved in the Deal automations tab
9. If you add new automation that is equal to existing one the App will inform you about that
How to edit your automation
Go to Automations tab and click Edit button to edit your Automation
How to remove your automation
Go to Automations tab and click Remove button to remove your Automation
Stage 4. Using an App — Other Automations
Among Other automations we currently support:
1
Adding a Label for the Contact
2
Adding Activity for the Contact
How to create Contact label change automation
1. Go to the Other automations tab and make sure that Contact label change is set as event to send a message
2. You will see all the Labels set for your account.
3. All you need — just choose the Label and set conditions — which template and when Fromni should send it to the Contact.
4. Press the Save label settings button when finished.
How to edit your Contact label change automation
Go to Other automations tab change the conditions and press Save label settings button
How to remove your Contact label change automation
Go to Other automations tab and choose No sending in the Delay field for the automation that you'd like to deactivate.
Don't forget to press the Save label settings button.
How to create Activity automation
1. Go to the Other automations tab and make sure that Activity create is set as an event to send a message
2. All you need — just choose the Activity and set conditions — which template and when Fromni should send it to the Contact.
3. All you need — just choose the Label and set conditions — which template and when Fromni should send it to the Contact.
How to edit your Activity automation
Go to Other automations tab, select Activity create event, change the conditions and press Save activity settings button
How to remove your Activity automation
Go to Other automations tab, select Activity create event and choose No sending in the Delay field for the automation that you'd like to deactivate.
Don't forget to press the Save activity settings button.
Stage 5. Using an App — Manual messaging
The App gives the possibility to send manual messages using the standard Pipedrive interface. That can be done when you open the Deal, Contact or Organization.
1. By clicking Send message you will see the pop-up window. If that is done from the Deal or from the Contact phone field is pre filled by the phone number.
2. Fill in all the fields and press Send.
3. The information about the message is displayed in the Notes tab.
4. It is also duplicated in the Logs tab of the app.
False status for Sent with automation means that message was sent manually.
Stage 6. Using an App — Fromni messaging
The App gives the possibility to send individual or mass messages from Contacts page. Unlike manual messaging we prepared our own interface so there is the option to send a message using existing templates.
How to create Activity automation
1. Go to the Contacts page first
2. Choose your subscribers using Pipedrive Filters on the right top corner of the page.
3. All you need — just choose the Label and set conditions — which template and when Fromni should send it to the Contact.
4. After the Filter is activated Pipedrive will display the matched Contacts.
5. Choose particular or all of the Contacts. Press the Menu button and choose Fromni messaging option as shown in the Screenshot.
6. New window will be opened in the new Tab. Here you will see the phone numbers for selected users and simple interface for creating a message — you can select the Template or enter message text by yourself, choose method, SenderID and press Send message button.
7. Another feature here is that you can preview the message for each Contact. By pressing View message button you'll see the following.
So you can check the text and its characteristics for your subscriber.
How to send a message to one contact
1. Go to the Contacts page first
2. Choose your Contact.
3. Press the Menu button and choose Fromni messaging option as shown in the Screenshot.
4. New window will be opened in the new Tab. Here you will see the phone number for selected user and simple interface for creating a message — you can select the Template or enter message text by yourself, choose method, SenderID and press Send message button.
5. Another feature here is that you can preview the message for each Contact. By pressing View message button you'll see the following.
So you can check the text and its characteristics for your subscriber.
Stage 7. Using an App — Statistics
Statistics can be checked in the App. All the messages are collected inside the Logs tab of the App.
1. Logs tab is divided into 4 main parts — depending on message type.
2. By selecting the log type to view you will see all the matched messages.
3. By clicking the View button you can get more information about the message and it's status.
Possible reasons for non-delivery
1. If you see an missing status (or just "-") that means that message delivery is being processed — and we still wait for the final status from the Operator.
2. If you see an Error status you can check the reason by clicking the View button
If you see an Error status you can check the reason by clicking the View button
Need more help?
Write us email to support@fromni.com
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Fromni. Notifications
Fromni. Conversations
Transactional messaging. Deliver SMS-messages around the world on a platform trusted by 2000+ customers.
Customers support, engagement and marketing through multiple channels including WhatsApp, Instagram and SMS.
Fromni. Notifications
Fromni. Conversations
Transactional messaging. Deliver SMS-messages around the world on a platform trusted by 2000+ customers.
Customers support, engagement and marketing through multiple channels including WhatsApp, Instagram and SMS.