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CA Cloud Desk

SMS (Marketing → Communication)

Use the Communication → SMS screen to send SMS and WhatsApp messages to clients using ready-made templates, and track all messages from the View Sent SMS tab.

Path

Login (Partner Desk) → Communication → SMS

Log in to your CA CloudDesk Partner Desk account. From the left menu, click Communication, then choose the SMS tile.

Dashboard showing Communication menu and SMS option
Dashboard — go to Communication, then select the SMS tile.

SMS screen at a glance

Inside the SMS screen you will see two tabs:

  • Send SMS — fill client details, choose SMS template and send SMS or WhatsApp messages.
  • View Sent SMS — list of all messages already sent, with filters for Client and Date.
Communications page showing Email, SMS and Notification tiles
Communications — choose SMS to open the SMS screen.

Step 1 — Send SMS / WhatsApp

1

Open the Send SMS tab

In the SMS screen, make sure you are on the Send SMS tab. This is where you prepare and send a new message to your client.

2

Fill in client and message details

Complete all required fields before sending the SMS. Use SMS Template to automatically generate the final content shown on the right side.

Client Add New Client SMS Template Customer Name Month Your Name
Send SMS form with client, template and final content preview
Send SMS — fill all details and review the final message content.
Use Add New Client if the client is not in the list yet. The SMS template automatically replaces placeholders like customer name, month and your name.
3

Send via SMS or WhatsApp

After checking the final content, click Send SMS to send a normal text message or Send WhatsApp to send the same content via WhatsApp.

Step 2 — View Sent SMS

4

Switch to the View Sent SMS tab

Click the View Sent SMS tab to see all SMS that have already been sent from this screen.

5

Search with Client and Date filters

Use the filters at the top of the list to quickly locate a particular message.

  • Client — narrow down the list to messages sent to a specific client.
  • Start date / End date — filter messages within a date range.
The table below shows Name, Mobile No, Date, Time, SMS Template and a View option to see the exact content that was sent.