How Do I Send a Text Message?

Once you are officially set up with Engage, it's time to start communicating with your customers.

Review the following articles for details on navigating Engage:

Mobile App Navigation

Web App Navigation

On this page:

Web

Once you click "Compose" in the pop-up that appears when you go to send a text message to a Contact, you'll be directed to a new message draft in the Engage tab.


  1. Type your message in the text field
  2. Schedule the message to send out at a later time
    1. Choose a date on the calendar
    2. Use the slider to specify the hour/minute of when you want the message to send
    3. The scheduled time and date will reflect in the bottom left corner

      1. You can edit the content of a scheduled text by clicking the pencil icon to the left of the message bubble.



      2. You can cancel a scheduled text by clicking the blue in the top right corner of the message bubble.



        Confirm your decision when prompted.




  3. Add emojis to your message
  4. Send the text when you are ready
    1. If you have scheduled a message, this button will say "Schedule" instead
  5. Track the number of characters you have used (up to 160 per credit)


Mobile (iOS)

Within the Engage tab

  • Click on the blue icon at the top right to create a new message.



  • Add a recipient by either:
    • typing their name in the "To" field, which will pull up matching results from the Contacts in your account, or
    • entering the phone number  manually. If the number matches an existing Contact, you can click on the name from the list that appears. 

.   

Within a Contact's record

  • Click on the Text tab located underneath the Contact's name and Status.
    • If you have multiple phone numbers associated with the record, you will be given the option to choose which one you wish to text.


Once you're ready to draft a message:

  1. Type your message in the text field
  2. Input a templated message
  3. Schedule the message to send out at a later time
    1. Choose between "tomorrow morning", "tomorrow afternoon", or a custom date and time
    2. Click Save when you are ready

  4. Send the text when you are ready
    1. If you have scheduled a message, there will be a callout above the keyboard indicating when your text will send.

Mobile (Android)

Within the Engage tab

  • Click on the blue "New message" button in the bottom right corner.


  • Add a recipient by either:
    • typing their name in the "To" field, which will pull up matching results from the Contacts in your account, or
    • selecting the grid icon on the right to dial a number from a keypad. If the number matches an existing Contact, you can click on the name from the suggestions that appears. 

   

Within a Contact's page

  • Tap the phone icon to pull up the options to text or call any associated phone number
  • Click Text


Once you're ready to draft a message:


  1. Type your message in the text field
  2. Input a templated message
  3. Schedule the message to send out at a later time
    1. Choose between "this afternoon", "tomorrow morning", "tomorrow afternoon", or a custom date and time
    2. Click Save when you are ready

  4. Send the text when you are ready
    1. If you have scheduled a message, there will be a callout above the keyboard indicating when your text will send.