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Texting

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Articles

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  • Getting Permission to Send Messages to Clients

  • What is Personalized Opt-In?

  • Sharing On-Demand Links in Text Messages

  • Scheduling Client Appointments via Text Messaging (Mobile)

  • Logging Customer Outcomes After a Phone Call on Your Computer

  • Recording a Custom Voicemail Greeting on Your Computer

  • Sending an Opt-In Attestation Message to a Contact (Desktop)

  • Sending a Customized Opt-In Attestation Message to a Contact (Desktop)

  • Sending a Disclaimer Attestation Message to a Contact (Desktop)

  • Enabling Customers to Opt-In on Their Own Using the Share Consent Link

  • Auto-Responding to Texts Sent When Your Office is Closed

  • LinkedIn Direct Messages Available in Relate

  • Attestation in One Workspace Applies to the Whole Organization

  • See a Contact’s Preferred Name by Default in Relate

  • Using Text Message Templates

  • Blocked Text Due to Lexicon Violation

  • Creating a Group Text

  • Editing a Group Name

  • Filtering Conversations to only view Group Texts

  • U.S. Text Messages to United Kingdom Carriers Limitation

  • Creating and Managing Text Message Templates for your Workspace

  • Texting with Shortened URLs

  • Add a Label to a Conversation

  • Understanding Message Blocking and Carrier Filtering

  • Relate Quick Replies for Desktop

  • Inserting Photos in Text Messages (Desktop)

  • Scheduling Messages For Later Delivery

  • Broadcasting a Private Text Message to Multiple Recipients

  • Concealing Texts, Hiding or Marking Conversations as Spam (Desktop)

  • What is Opt-In Attestation?

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