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The Complete Guide to Text Request’s Peer to Peer Texting

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Text Request’s Peer to Peer Texting solution allows you to send one-to-one messages at scale. You can use Peer to Peer to instantly connect with targeted supporters or volunteers. 

Our Peer to Peer texting solution is not group messaging. It allows you to upload a list of contacts and send each of them an individual message. 

Setting up Peer to Peer

A standard Text Request account does not come with Peer to Peer texting enabled, because it's a premium feature that has special pricing associated with it (and it's not an applicable feature to many types of businesses). 

If you just got your account, you’ll need to do two things before you can send peer to peer messages. 

1. Unlock Peer to Peer

Under the Messages menu option inside your Text Request dashboard there is a sub-menu option called “Peer to Peer.” If you see that option, Peer to Peer is unlocked for your account, and you can move on to step two. 

If you do not see the Peer to Peer sub-menu option under the Messages menu, you will need to contact us to unlock Peer to Peer. Reach out to us in whichever way is easiest for you. 

  • Text: 423.218.0111
  • Call: 423.218.0111 ext 3
  • Email: p2p@textrequest.com
  • Carrier Pigeon: They’ll know how to find us 😉

2. Set Up Distributive Numbers

A standard dashboard, or text number, is not set up to handle the volume peer to peer campaigns generate. We utilize a distributive sending model to accomplish the necessary send and delivery rate, which we have to set this up for you. 

Please contact us if you’re not sure if you’ve been set up for distributive sending.

Remember: Distributive sending must be set up for each one individually, if you have multiple dashboards in your Text Request account.

What is distributive sending?

You have a main text number that you see in your dashboard. Under this number we set up distributing dashboards. You will only ever see your one main text number. 

Different contacts will receive messages from different distributing numbers. This allows traffic to be spread out over multiple dashboards and achieve a faster send rate. 

A given contact will always receive messages from the same distributing number, so it doesn’t look like your messages are being sent from multiple numbers. 

All replies to every distributing numbers will roll up to the main text number and appear in your dashboard. 

What is Peer to Peer’s send rate?

Your send rate will depend on how many distributing numbers you have set up. Text Request can support a send rate of over 1,000,000 messages/hour. 

We can work with you to achieve the necessary send rate, if you reach out to us and let us know how many contacts you need to text and your time constraints . 

Creating a Campaign 

Creating a campaign with Text Request’s Peer to Peer texting is fast and easy. Just visit the Peer to Peer menu, under the Messages menu at the top of the page, and click the Create a New Campaign link. From there, follow the steps below.

1. Name your campaign

This is for internal identification purposes only and will not appear to recipients in any way. 

We recommend that you keep your campaign names unique so that you can quickly find the campaign you’re looking for and don’t get too confused. 

2. Pick your Recipients

You have two options when it comes to selecting who you want to send your campaign to. Either select a saved group, or upload recipients right there. 

To learn more about creating and managing saved groups click here.

When uploading recipients you can choose:

“I only need phone numbers imported” - this option allows you to upload a csv. Xlsx. or txt. file in any format. Or you can just paste in any amount of data from your clipboard. Then we’ll scrape what you’ve uploaded and identify all the phone numbers

- OR - 

I need both phone numbers and names imported - this options allows you to import a list numbers and names. We’ll save the names so that if that recipient texts you back you know who it is. This list must be in a very specific format. Follow the guidelines below.

File type: CSV

Formatting requirements:

  • Phone numbers in left most column
  • Names in the second column
  • No data in any other columns
  • No header row
  • No commas in phone numbers or names

If your file is not in the correct format, it will not upload correctly. Learn more about file formatting.

HOT TIP: Include your own cell number at the end of your list so you can test your campaign. 

3. Write out your message

Compose the message you want to send to all your campaign recipients. 

Pay attention to the character counter under your message box. This counter will give you a number of texts your message will count as towards your pre-purchased bucket. This is a per recipient number, so if your message counts as 2 texts, and you send it to 1,000 recipients that will be 2,000 texts towards your bucket. 

This is where you can also choose from a template, attach an image to your message, and schedule your message for a future time. 

NOTE: the scheduled time selected will be when we start sending your message. The actual send time will depend on your send rate. 

4. Confirm and Create

Before we create your campaign you will need to review everything you’ve done up until this point. 

We highly recommend double checking your message to ensure there are no typos and that any links work as expected. 

Once you click on the Create Campaign button everything is locked in and cannot be changed. 

setting up campaign screen

5. Wait for Setup

We’ll start setting up your campaign as soon as you create it, but depending on how many recipients you have this can take a little while. 

Feel free to watch the progress page while we set up your campaign, but it is not particularly interesting. You can leave the set up page and use other parts of the dashboard or leave your computer and get a cup of coffee. 

Once your campaign is ready it will be listed on your Current Campaigns page. 

Sending a Campaign

There are a lot of times when businesses say something is really easy - in this case that is actually true. Sending a campaign with Text Request’s Peer to Peer texting could not be easier. 

Step 1: Locate the campaign

Find the campaign you are wanting to send on the Current Campaigns page under the Peer to Peer menu and click on it.

Step 2: Hit Send, lots

Click send next to every recipient listed or use the enter key on your keyboard. 

That is it. 

NOTE: You can only have 1 user sending a campaign at a time. Multiple users can be sending multiple campaigns simultaneously, but only 1 user can be sending 1 campaign at a time. 

Monitoring Campaign Progress

While your campaign is being sent out you can monitor how it is doing. Open a current campaign and expand the Progress section under the Campaign Details section. There is a lot of helpful information here. 

Processed Messages

A message is considered processed after a user has clicked Send on the recipient. 

Most of the time processed messages will be sent, but occasionally we will not send a message to a requested recipient. If a recipient has previously opted out of messages from you we will not send them your message. 

Sent

All your sent messages are broken down into two categories. Delivered and Not Delivered. The majority of your messages should be delivered if the recipients you uploaded are mobile numbers. 

If your message is not delivered, it could be for several reasons. You can download the recipient report for details. Find the recipient report under the Message section of the Campaign Details section. 

campaign progress

Reviewing Completed Campaigns

A lot of data is available after you finish sending your campaigns. You can access this data in your dashboard and download it for further analysis. 

To review completed campaigns, navigate to the Completed Campaigns tab on the Peer to Peer menu and click on any completed campaign to check out all our analytics.

Analytics

We offer three types analytics you can use.

Delivery Stats is identical to the message progress section outlined above. You can use it to quickly see how many of your messages got sent and how many were delivered. 

In the User Response section you get a snapshot of how recipients engaged with your message. We provide a breakdown of all the responses and opt outs your message received in contrast to how many were delivered overall. 

The last section of your analytics is Sentiment Analysis, which scores all replies from 0–100. A score of 70–100 gets a positive sentiment. 40–69 is neutral, and 0–39 a negative sentiment.

This allows you quickly see how recipients are really responding to your messages and really grade their impact. 

sentiment analysis

Downloads

We offer two downloads at the top of the analytics section. 

The first is the Analytics Report. This is all three of the analytics, but put into a PDF that you can easily share and print. 

Next is the Recipient Report. This is a CSV file that gives you insight into how your message fared with every recipient. You’ll find the following fields for each recipient of your message:

  • Recipient Phone Number
  • Recipient Name
  • Sent At - date and time
  • Delivery Status - delivered or undelivered
  • Delivery Error - only applicable for undelivered messages
  • Opted Out - indicates if the contact opted out after receiving your message
  • Response - see exactly what each recipient responded to your message
  • Responded At - time and date
  • Sentiment - the score a recipient’s response received

A Few Other Things

Text Request’s dashboard has a lot of robust features and capabilities outside of just Peer to Peer. Here are a few we wanted to highlight. 

Users

Text Request offers three user roles, or permission levels. Here is the basic breakdown. 

  • Administrator 
    • General Dashboard: Full access
    • Peer to Peer: Full access
  • Manager
    • General Dashboard: Everything but the Account and dashboard menus
    • Peer to Peer: Full access
  • CSR
    • General Dashboard: Access to only the Messages and Reports menus
    • Peer to Peer: Cannot create or end campaigns

For more on user roles view our User Permission page

How 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 and CSR (Customer Service Representative). Current account Administrators will also see the option to “Make this user an administrator.” 

Learn more about managing users.

Message Tags

Tags are labels that you can attach to individual messages in Text Request. Every account comes with this feature, and it helps you keep more organized records.

From the Tags menu under the Settings menu:

  1. Enter the name of your tag in the Add a New Tag section (e.g. Feedback, Lead, etc.)
  2. Click the Add Tag button—you’ll see the new tag appear in your Current Tags section

To add a tag to a message:

  1. Click the tag icon on the message
  2. Check all the tags you want to apply to the message

To learn more about Message Tags view our How to Create and Use Message Tags page.

Check out How to Create and Pull Tag Reports for more on tag reporting.

Templates

Templates are the Text Request version of “stock” or “saved” messages. You can create a message once, save it, and then re-use it as often as you like.

To create a template go to the Templates menu under the Settings menu and:

  1. Click the Add a Template button
  2. Give your template a name (e.g. Google Review, Welcome Text, etc.)
  3. Type out the message you want to save. A character counter will appear to help you keep your message to within one text (160 characters)
  4. Click Submit. You can now add this template to messages

Note: You can include links (URLs) and image attachments in your templates. 

Using a template is easy, just press the folder icon when composing a message and select the template you want.

Learn more about Templates on our How to Create and Use Message Templates page. 

Keywords

A keyword is a word contacts can text you to be added to a saved group. 

Keywords are primarily used for two reasons: to dispense specific information via a saved message and to build a group of subscribers (so you can update them on that topic as needed).

To set up a keyword, go to the Keywords menu under your Settings menu and:

  1. Click the Create a New Keyword button
  2. Type in your new keyword (e.g. JOBS, Coupons, etc.). This is what people will text you to subscribe to that keyword
  3. Enter your automated response (optional)
  4. Click Next
  5. Check the info you’ve entered is correct, and click Confirm

Need more info? Check out our What Are Keywords and How Do I Use Them? page.

Group Messaging

Our group messaging is categorized as Broadcast Messaging. 

This is for opt-in contacts. You click send once, and your message is sent to everyone. 

Our group messaging has been designed specifically for business. When you send a group message, your recipients can't see who else the message went to (like BCC email). It will appear as an individual message, so you don’t have to worry about contact’s seeing each other’s information or accidentally creating a group chat.

Check out our How to Send and Manage Group Messages page for more information.