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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Access

(A) Information ribbon - This can be found within any interaction card.



Send Text to the Primary Number

  • (B) Text icon - Click to open the text window and compose the message. 
  • (C) Compose message - Type the message inside the text body.
  • (D) Template dropdown - Click to access messages pre-configured by your management team.
  • (E) Send - When finished composing and editing your message, click to send the text. 
  • (F) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.



Send Text to the Secondary Number (if available)

  • (G) Text dropdown - Click to access a list of additional numbers saved to the account.
  • (H) Text icon - Click the icon next to the desired number to open the text window and compose the message.
  • (I) Compose message - Type the message inside the text body.
  • (J) Template dropdown - Click to access messages pre-configured by your management team.
  • (K) Send - When finished composing and editing your message, click to send the text.
  • (L) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.



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