Texting Setup

CREATING TEAMS

Teams are groups of individuals who can receive chats and texts. Teams are usually grouped by individuals in the same department or ‘category’. An example of a team would be “Sales” or “Service”, so that texts or chats can be directed to that specific group.

• Navigate to Manage Groups by clicking on “Manage Groups” in the navigation panel
• A new window will open to show all of the groups that a user has access to.

• Search for, or click on the group you’d like to assign teams to, then navigate to the Teams tab.

• Enter a new Team name for the group who will be responsible for accepting text or chat messages.

• Click “Add Team” to add it to the list

Once entered, the team name will appear in the list below. These team names will be available at the campaign level for selection.

The ‘Active’ column shows whether or not a team is activated on a campaign. x means not currently assigned, check box means it is assigned to a campaign.

CREATING USERS

Users are people who will be assigned permissions so that they can log in and access Message Center, the portal where they can handle incoming messages for their team.

Navigate to Manage Groups by clicking on “Manage Groups” in the navigation panel

A new window will open to show all of the groups that a user has access to.

When you find the group you are looking for, click on it, then click on the tab for “Users”

To add a new user, go to the add user section and enter in:

• Email Address: who you would like to invite

• Role: Make sure to select “Messaging Agent”

• Team: Select which team this user will belong to (for multiple teams, please invite multiple times)

• Click on “Send Invite” when finished to send it out.

The table shows a couple of fields:

Email:	Email address of the user
Username:	The username they enter when they sign up
Roles:	What permissions/roles do they have
Action:	You can Edit the user or you can Remove them from the group
Status:	How many times the user has logged in, or you can resent the invitation if they didn’t receive

Activation mail

Once a user has been sent an invite, they will receive the following email:

SERVICE AREA

When a location is utilizing our texting/chat features, we provide the ability for a location to set a service area (a geographic area in which they are willing to service customers).

Navigate to the Manage Locations page and select the Location you want to enable texting for.

• Click “Edit” on the right side of the table.

When you click on edit, you’ll be taken to the Location Settings page. For Service Area, you will need to fill out the fields Location Address, Ideal Service Area, and Max Service Area.

Location Address:	The physical address of the location
Ideal Service Area:	The number of miles from the “location Address” that is ideal for providing service.
Max Service Area:	The maximum number of miles from the “location address” that the business is willing to service customers. (Do not want to service outside this number of miles)