HELP FILE

Change My Text Campaign Settings

    Customize your text campaign settings to optimize its performance and achieve your needs.

    Before you begin: You must be set up as a user and be assigned the Admin role.
    1. Sign in to our GoTo desktop/web app.
    2. Optional: From Engage > Settings > General, change the following if desired:
      • Company name — Enter a company name. This company name appears if the prepend company name feature is enabled.
      • Phone Number — Change which phone number the campaign messages will come from.
      • Opt-Out Message — Enabling this feature will automatically remove a contact from the campaign if they reply with "STOP, END, CANCEL, UNSUBSCRIBE, or, QUIT".
      • Prepend Company Name — Enabling this feature will add the company name to the beginning of a text campaign.
      • Opt-Out Confirmation Message — Enabling this feature will send a confirmation message to the contact when they opt-out of a campaign.
    3. Select Save.
    4. From Users & Roles, change a user's role if desired:
      • Employee — Ability to access the inbox and can respond to message responses.
      • Manager — Ability to create text campaigns and send them.
      • Admin — Ability to manage text campaign settings, shared inbox settings, and edit user's roles.
    5. Select Save.