How Do I Send a Text Message?

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

On this Page

For Web

For iOS

For Android

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. Pictured above, in order from left to right:
   1. Attach an image to the message (MMS).
      1. You can choose to upload from your computer or existing photos on a contact/job.
         
   2. Compose the message using a message template.
   3. 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 when you want the message to send.
      3. The scheduled time and date will reflect in the bottom left corner.
         
         
         1. Edit the content of a scheduled text by hovering over the message bubble and clicking the pencil icon to the left.
            
            
            
            
         2. Cancel a scheduled text by clicking the trash icon to the left of the message bubble.
            
            
            
            Confirm your decision when prompted.
            
            
            
            
   4. Add emojis to your message.
3. Track the number of characters you have used (up to 160 per credit).
4. Send the text when you are ready.
   1. If you have scheduled a message, this button will say Schedule instead.
      

For iOS Devices

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. Select an image. 
3. Input a Message Template.
4. Schedule the message to send out at a later time
   
   1. Choose between This Afternoon, Tomorrow Morning, Tomorrow Afternoon, or a Custom Time.
   2. Click Save when you are ready.
      
      
      
      
   3. Click and hold the outbound scheduled message to reveal the following options:
      
      
5. 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.

For 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.

• • 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 appear. 

Within a Contact's page

• Tap the phone icon to pull up the options to text or call any associated phone number.
• Click Text  and select the phone number you would like to text.

Once you're ready to draft a message:

1. Type your message in the text field.
2. Input a Message Template.
3. Schedule the message to send out at a later time.
   
   1. Choose between This afternoon, Tomorrow morning, Tomorrow afternoon, or Pick date and time.
   2. Click Save when you are ready.
      
      
      
      
   3. Click on the pencil icon to the left of the outbound scheduled message to reveal the following options:
      
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.