Text campaigns require a phone number. You can use a phone number in your account, order a new phone number, or port a phone number from a previous carrier to use with your campaign. If you use an existing phone number, please note that any previous messages associated with this number will be lost.
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Create text campaigns to send custom messages to customers in bulk.
Before you begin: You must be set up as a user and be assigned the admin or manager role. Customize your settings before you create a campaign.
About this task: Text campaigns require a phone number. You can use a phone number in your account, order a new phone number, or port a phone number from a previous carrier to use with your campaign.
Optional: You have the ability to send a test campaign to a single phone number. There is an associated credit cost per test.
6. Write your message you would like to send. The following features are available to customize your campaign:
Note: To edit company and contact variable information, navigate to Engage > Settings > Variables.
Note: Messages longer than 160 characters will be split into multiple messages.
7. Select Next.
8. Schedule when you want your campaign to be sent and then select Next.
9. Review the campaign for accuracy and then select Send campaign.
Note: If any changes are needed, you can use the Cancel or Save draft options which will take you to the list of campaigns where you can then select the desired campaign to Edit or Delete before sending (if applicable).
What to do next: To view a campaign's performance and details, navigate from Engage > Campaigns to see the text campaign overview page. All recipient responses will be available to interact with from your Inbox in the left navigation menu.
Using our shared inbox allows your team members to see and respond to any message responses with your shared contacts.
About this task: You need to have completed at least one of the following before you can use the shared inbox:
Tip: If you are in the Private inbox, you will see your direct messages just as you would if you were in the Messages section of the GoTo app. Use the arrows to navigate to the Shared inbox and engage with messages.
3. Select a message to engage with:
4. Choose what you want to do:
Tip: MMS files include images, videos, pdfs, etc. You can send up to 5 files in a single message with a maximum size of 2MB per file.
Note: When new chat conversations are received, you will also see a pop-up notification in the bottom left of the GoTo app with the name of the person who chatted in (when applicable) and your current number of unread chats. This will display regardless of where you are in the app. Audible notifications can be set up from Your profile icon > Settings > Voice > Audio > Message tone.
What to do next: Admins can customize the following shared inbox settings by navigating to Engage > Shared Inbox > Settings:
Customize your campaign settings and user roles 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.
Important: If any changes are made, be sure to press Save before moving to the next tab.
3. Select Save.