How do I create a new template?
Getting a Message Template Started1. Click "Start Messaging" in the top left-hand corner.2. Click "Create New".3. Highlight the template title above the message (E.g. Template 9), delete it, and then type in your desired message title.
How do I create an SMS (Text) message?
SMS (Text) Messaging 1. Click "SMS Message" on the left side of the message. 2. Click into the text box and type your intended message. 3. If needed, click "Attach a Link" below the text box to select a specific message type. Tips and tricks: - T...
How do I create an email message?
Email Messaging 1. Click "Email Message" on the left-hand side of the message. 2. Type your subject line. 3. Type the body of your email message. 4. If needed, click "Attach a Link" below the text box to select a specific message type. Tips and tr...
How do I create a ringless voicemail message?
Ringless Voicemail 1. Click "Voicemail Drop" on the left side of the message. 2. Click on the microphone button to start and end the recording. (It will require you to record for at least 5 seconds.) 3. Click the play button to hear your message. ...
How do I create a pen-written letter?
1. Click "Pen-Written Mail" on the left side of the message. 2. Select your desired font by hovering your cursor over the text box and using the arrows to switch between fonts. 3. Click into the text box and type your desired message. 4. Using the...
How do I edit the timing for when my message is sent out?
Switching between Cadence, Calendar & Variable Timing 1. Click "Cadence" just below and to the right of your message title. 2. From the drop-down box, select your desired timing type. Cadence 1. Insert the number of days, hours, or seconds you in...
What is the difference between cadence, calendar & variable timing?
Cadence Timing Cadence timing works in reference to the time of clicking "Send". You decide when the message will be sent by adjusting the number of days, hours, or seconds it will take for the message to actually send after clicking the send bu...
How can I create a keyword enabled text-in template? (E.g. Text 'Deals' to 123-456-7890 for deals on...)
1. Click "Start Messaging" in the top-left hand corner. 2. Click "Create New". 3. Highlight the template title, delete it, and then replace it with the word you'd like your customers to text in. 4. Hover your cursor above the template builder, cl...
How can I use the 'Custom' fields to organize my customers?
You can tie a number of different customer data fields back into your messaging. Following is a list of what can be used, these have to be spelled exactly as shown here or they will not work properly. Insert (Exactly) in Template Message Output ...
How do I send a physical gift card?
1. Make sure that the ENTIRE physical address is on file for the customer that you wish to send to. 2. Click 'Start Messaging' in the top left-hand corner of the dashboard. 3. Click 'Create New'. 4. Within the new message template, click 'Pen-Writ...
How can I add emojis to my messaging?
Right-Click 1. As you are typing out your message, right-click on your mouse, the first option there should be 'Emoji & Symbols'. 2. Click 'Emoji & Symbols' and select the emoji that you would like to use. Google 1. Pull up a new tab, google the ...
How do I send a message to a mass list?
1. Filter to the group that you wish to send to. 2. Select the entire list by clicking the checkbox at the top of the column, next to the column header titled 'Last Contact'. 3. Click 'Start Messaging' in the top left corner of the dashboard. 4. ...
How do I send a single-site review?
How do I set up an à la carte review request?
How do I set up a private feedback request?
How do I set up a simple referral request?
How do I set up a tiered referral request?
How do I set up and distribute a form for collecting customer information?
