Texting Activation
Last updated
Last updated
AutoID provides a platform called Message Center that allows users to message with potential clients. When numbers are text-enabled, a potential client can directly text the toll-free or local number to reach an agent directly.
Enabling texting will happen on the campaign level. First, navigate to the Manage Locations page and select the location you want to enable texting for. Click on “Edit” on the right to be taken to the settings page.
Click on Edit on the right-hand side, and you will be redirected to the Location Settings page.
Click on the Digital Campaigns tab to be taken to the full list of active DNI campaigns. Since each campaign represents a ‘pool’ of numbers, texting can be enabled for only one pool of numbers (does not have to be all DNI numbers)
You can activate texting on a new campaign (click “+ New Digital Campaign” on the right side of the screen.
You can activate texting on a campaign that has already been set up by clicking “Edit” next to it on the right.
When setting up a new DNI campaign, you will be taken through a wizard.
On step 2 of the wizard, there will be a toggle for “Texting Enabled” that will enable text messaging for this line.
If you choose to enable texting on an existing line, you can do that from the Edit Campaign page.
When you click on “Edit” next to a campaign, you are taken to the following screen.
Location the “Texting Enabled” toggle in the upper right corner. Switch this on, select a Team, and then save the campaign.
Click on the Campaigns tab to be taken to the full list of active static campaigns.
You can activate texting on a new campaign (click “New Campaign” on the right side of the screen.
You can activate texting on a campaign that has already been set up by clicking “Edit” next to it on the right
Navigate to Click on ‘New Campaign’’ on the Campaign Management page (to the very right of the campaign you want to edit).
On the Edit Campaign modal, toggle the ‘Texting’ button to ON.
Select the Team that should receive texts for this campaign by default.
When any texts come in from this campaign, the member of the team selected will receive the messages
Click on ‘Edit’’ on the Campaign Management page (to the very right of the campaign you want to edit (under the action header)
On the Edit Campaign modal, toggle the ‘Texting’ button to ON.
Select the Team that should receive texts for this campaign by default. When any texts come in from this campaign, the member of the team selected will receive the messages
Click Save to make the changes.
A campaign can take up to 15 minutes to be text-enabled before text messages can be sent. This means that a campaign can have 3 different stages for text enablement:
If you are enabling text messaging, please ensure that the toggle is Green before testing for text messaging.
RED: The campaign is not text enabled
GRAY: The campaign was text-enabled & saved, but the number is not yet able to receive texts (waiting for carrier activation)
GREEN: The campaign has been text enabled and the number should be able to receive texts now
