How Do I Navigate Engage on the Web App?

Get to know Engage within your JobNimbus account from any computer.

General Navigation

When you log into JobNimbus, you will see a new tab for Engage in the navigation bar located at the top of your screen.



Once you click on the tab, you will see the following menu on the left-hand side:


Screen Shot 2022-09-19 at 12.29.52 PM Conversations
See a history of text messages sent between Team Members and customers here.
Contact List
All of your assigned JobNimbus Contacts, including their phone number and current Status, will appear here. 
Scheduled
Any messages you have scheduled to send out at a later time will appear under this tab.
Settings
Configure associated Phone Numbers, Call Forwarding settings, details of Transactions, and Account Credits here.

 

Message Navigation

There are a variety of ways through which you can send a text to your customers:

  1. On the Conversations page within the Engage tab by selecting the plus icon (+) at the top of the "Assigned to Me" list



    1. Using this method, you can both search for an existing Contact's name or input their phone number manually.
  2. From the List View of your Contacts by selecting the 3 dots to the right and choosing "Send Text Message"



  3. Under a Contact's Activity tab by selecting the + Send text message button



  4. Within a Contact's page by clicking the 3 dots in the top right corner and choosing "Send Text Message"

You will then review the phone number from which the message is being sent as well as the intended recipient's number.

Click Compose to be automatically directed to the Engage tab to create your message.


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Steps on composing and sending messages can be found here.