Getting Started: Text Request Quick Step Guide
Welcome to Text Request! We want you to get value and success from Text Request ASAP, so we put together this quick step guide. We’re always here to personally help—just text or call us at (423) 218-0111 or pick a time for training—but these five steps will get you on your feet and running!
1. Log in and set up your number.
Before you can start sending messages through Text Request, you need a verified number with texting capabilities. You have the option to either use your current business number, or to get a new text-only number through Text Request when you set up your account.
If you select to get a number through Text Request, you will receive a provisioned number. A provisioned number will not have an active voice function. It can only send and receive texts as well as images, which is why we call them text-only numbers. (We can add call forwarding to this number for a fee if you like, just ask.)
If you choose to use your current business number, it will become an sms hosted number. A hosted number is a number that has been given texting abilities by Text Request, so you can route SMS messages through the Text Request dashboard.
As the owner of the number, you have to give us permission to make it sms hosted. To do this:
1. Select Option 2 when you add a number.
2. Enter the phone number you’d like to SMS-enable (host), and click Check. (This will confirm whether the number can be hosted in Text Request.)
3. If the number can be hosted, send your number in an email to firstname.lastname@example.org.
This will allow our team to get started on sms-enabling your number. You can also check the Auto-host box, so any number you add automatically begins this process.
Some VOIPs don't play nice with permissions, so sometimes we may need to work directly with your phone company to verify your phone number for sms hosting. We’ll tell you if this is the case.
Related: How to Add and Delete Dashboards
2. Add users.
Multiple people typically handle phone and email communication in your office, so you most likely want them to be able to text as well. It’s super quick to add a new Text Request user, and it can help you streamline a lot of your processes to have more than one employee texting!
To add a new user:
1. Go to the Users menu option.
2. Click the Add a New User button.
3. Enter the new user’s information. (Note, you must use a valid email address. The new user’s password will be emailed to them. So if you don’t enter a valid email address, they can’t get their password to login.)
4. Assign the User Role. You can choose between Manager, CSR (Customer Service Representative), and Administrator. You are able to have multiple Administrators. Current account Administrators will also see the option to “Make this user an administrator” by selecting the ‘edit’ button by the user's name.
More details on permissions levels here.
As far as which roles we recommend for new users, Manager is the default permission level for all added users, and it’s perfect if you want your user to be able to add contacts, create groups, and adjust settings.
CSR is useful if you just want your user responding to people and sending out updates. A user should be an Administrator if you want them to have access to billing and account usage details.
Related: How to Add, Edit, and Delete Users
3. Create a signature.
You’ll want customers and other contacts to know who’s messaging them. Text Request allows you to create custom signatures that appear at the end of every message, just like email.
Each user can create as many custom signatures as they want. You can choose to have a default signature go out with every message, select a different signature to send with each message, or choose not to include a signature at all.
To create a signature:
1. Open your user profile, which is the circle icon in the top right corner of the dashboard.
2. Click the Edit Profile button.
3. Under the Preferences tab, click the Add Signature button.
4. Enter whatever you’d like your signature to be.
5. Be sure to click Submit when you’re done to save it!
6. Repeat steps 2-4 until you’ve created all the signatures you want. You can delete or update these signatures at any time.
7. Select which signature you want to be your default. This is the one you’ll send more often than not.
8. If you want your default signature included with every message you send, check the Auto Add Signature to All Messages box.
4. Compose your first message.
Now that you have your number and users set up, it’s time to send your first message! You can text anyone of your choice, but we recommend you pick the Text Request customer support team if you’d like to receive any more free training or text a quick question.
Your message could be as simple as:
Hi, can you send me the link to sign up for a free training?
To compose your message:
1. Click the Compose Message button.
2. Open a Message Thread, or compose a New Group Message.
3. Enter a recipient’s cell phone number and type your message.
A character counter will appear to show you how long your message is. A single text can contain up to 160 characters. Your message can be longer, and it will all send like one coherent message, but messages over 160 characters will count as multiple texts towards your monthly usage.
For more details, view our SMS 101 page.
5. Import your contacts.
As you prepare to send more and more messages to your customers, importing a list of them will be much easier than individually adding every contact.
Importing contacts to your address book requires a spreadsheet in a CSV (Comma Separated Values) format.
Numbers should be in column A and names should be in column B. We suggest you pull these contacts from your CRM contact list, if you have one.
Once your spreadsheet is formatted correctly and saved as a CSV file, you can import the sheet by going to the Contacts Menu of your dashboard, and then, under the View Contacts sections, selecting Import.
From there you can add custom fields to your contacts, which allow you to save general facts about your contact to help you better remember them on a more individual basis.
To create a new custom field category:
1. Go to the Contacts Menu of your dashboard.
2. Under Manage, select Custom Fields.
3. Select + New Custom Field.
If you experience any errors while importing your sheet, text or call (423)218-0111 and one of our world class customer success representatives will help you!
There’s still more to learn!
There is so much more that Text Request has to offer. Sign up for a free training session to see it all!