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How do you text a new customer?

You can manually create text conversations with customers from the message center page by searching for existing customers or creating a new customer record to start a new conversation.

Manually creating a message thread on desktop view

When you open the Message Center on desktop, you’ll have two options for starting a new message.

  • [Create New Message +] This button will be available when you first open the page and if no message thread is selected.

  • [New Message] This button will be located at the top right of your message center page at all times.

NewMess1

When you click either button, a pop-up window will open where you can search for an existing customer and start a new conversation.

NavMess3

If the customer or phone number you enter isn’t found, click the Add a new number + option to manually add the customer and begin a new conversation.

  • If a customer name is entered and you click Add a new number + the customer’s name will automatically fill on the next step and you will just need to type in the customer’s phone number.

  • If a phone number is entered and you click Add a new number + the phone number will automatically fill on the next step and you will just need to type in the customer’s name.

NewMess2

Once you fill in all the required information and click [confirm] a new blank message thread will be created for that customer.

NewMess3

Manually creating a message thread on mobile view

On mobile, the New Message button appears as a ➕ icon at the bottom right of the Message Center screen. When you tap it, it works the same way as the New Message buttons on desktop.

 NewMess4Screen Shot 2023-05-15 at 12.35.16 PM

 

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