Text Request Overview
There are two packages when a customer is interested in signing up with us for Texting.
Starter: $55/month with up to 1,000 text messages (sending and receiving)
Basic: $105/month allowed 1,000-2,500 text messages (sending and receiving)
$99 One-Time Set Up Fee
FOR LANDLINES ONLY, there is an app for use on a cell phone but they convert a landline phone number into a textable number.
When a Customer is at 10% messages left in starter package, we will notify the customer and if they exceed the 1,000 messages that month, we will move them up to the Basic package for that month only, then move them back down.
Texting can be used to replace chat or complement it, for example you can have Texting on a website during business hours, then after hours you can have a chat like Podium or something of that nature.
Customer only has to fill out name, phone number, and a message to text the business.
Can be used for reminders of upcoming appointments.
Can be used to send out promotions to customers to get business.
After hours Autoresponders means even if the business is closed and they have this turned on, the customer will get a response message. Example: Our office is currently closed. If this is an emergency, please call....
To see which of our customers have Texting currently and to help follow along in the process of getting someone setup, go here.
To login to Text Request, go here.
Texting Walkthrough
When a customer signs up for Texting, once the phone number is imported and set up, the customer will need to be trained and be given a walkthrough of how Text Request works. Below are step by step directions on what to go over in each section and how to get there.
1. Click the green Compose Message button.
2. Put in the phone number and message and any extras needed and hit the green Send button (160 characters per text).
3. If needed, choose one of the extras.
From left to right:
Signature: Add a signature to your text (does contribute to character limit).
File attachment: Attach a file to the text message.
Template: Add template to text message instead of typing it all out.
Location Request: Asks customer for their location.
Payment Request: Request and collect money from customer.
Merge Fields: Add contacts or info from a merged message list
Reviews: Not available in current package
Link: Can add a hyperlink to the text.
1. Click the Reload button to reload the texts.
2. Click one of the three different view buttons to change views.
3. Click Sort & Filter to sort and filter messages.
1. Click Contacts on the left hand side.
2. To add a new contact to this list, click the Add Contact button under the View Contacts tab
3. To import contacts, click the Import button under the View Contacts tab
4. In the Import section, you can choose a quick import or detailed import
5. To Export contact, simply click the export button in the contact list
6. To view your contact groups, click the View Groups tab and here is where they can add or edit groups
7. To manage their contacts, click the Manage tab and they can look at their import history by clicking on the button
8. To look at their export history they can click on the export history button
9. If a customer wants to create a contact tag or custom fields they can manage those in that section as well.
1. Click the Group Messages option under Messages on the left hand side.
2. Click the New Group Message and add the members or group and check off both boxes and hit next.
3. Fill out your message and hit next. The message will be scanned, hit next when that is done.
4. Double check the message is correct, the number of people you are sending the message to is correct and hit send.
1. Click the Group Messages under Messages on the left hand side.
2. Click the New Merge Message and upload a CSV and check both boxes and hit next.
3. Here is how the CSV should be formatted and what the screen should look like when you upload it
4. Fill out your message and hit next. The message will be scanned, hit next when that is done.
5. Double check the message is correct, the number of people you are sending the message to is correct and hit send.
1. Click the Settings button and click New Autoresponder to add a new Autoresponder message. Give it a name and message, any possible attachments then hit scheduled to give it a time frame to schedule it.
2. Here is an example of an autoresponder.
3. Click the Templates button to create a template to save you time from typing the same thing over and over again
4. Click Email Notifications to add email addresses to get text notifications. Mention only a max of 5 email accounts can receive emails.
5. Click Keywords to create and add Keywords for customers (additional charge).
1. Click Users button and click New User to add a new user. Fill out first name and last name and email address and give the owner of the business Manager permission level and everyone else CSR permission level. DO NOT EVER GIVE OUT ADMIN PERMISSION LEVEL.
1. Click Intergrations then choose SMS chat option.
2. At the top of this page, there is a widget code, that code needs to be added to the footer script. You can customize the appearance of the button there.
3. Next you can customize the Prompt and Form section.
4. Finally there is display options where you can choose what pages to NOT display the widget on and add any Google Analytics tracking ID. Once done you can hit Publish Settings and turn the widget on.