Texting Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/texting/ Mon, 28 Jul 2025 13:02:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Texting Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/texting/ 32 32 Text Assign to an Account https://www.insuredmine.com/knowledge-base/text-assign-to-an-account/ Mon, 28 Jul 2025 07:30:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47014 With our latest enhancement in the Text Module, you can now assign an agent at the Account level for texting purposes. Previously, this feature was only available at the Contact level, but it has now been extended to Accounts to streamline communication and agent accountability. What’s New?   New Feature: Ability to assign an agent […]

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With our latest enhancement in the Text Module, you can now assign an agent at the Account level for texting purposes. Previously, this feature was only available at the Contact level, but it has now been extended to Accounts to streamline communication and agent accountability.

What’s New?

 

  • New Feature: Ability to assign an agent to an Account level for text communications.
  • Previously Available: Agent assignment only at the Contact level.
How It Works

 

  1. Go to the Text module.
  2. Search or open the Account level conversation you want to manage.
  3. You will now see the “Assign Agent” option at the right top.
  4. Click the Assign Agent button.
Benefits

 

  • Centralized communication handling for the entire accounts level conversation.
  • Improved visibility and control for agents.
  • Streamlined text tracking and follow-ups at the account level.

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]]> Add Note Without Agent in Text Module https://www.insuredmine.com/knowledge-base/add-note-without-agent-in-text-module/ Mon, 28 Jul 2025 06:09:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47001 We’ve introduced a new enhancement in the Text Module that simplifies the process of adding notes. With this update, adding an agent is no longer mandatory while creating a note. What’s Changed?   Earlier: While adding a note in the Text Module, users were required to select an agent. Notes could not be saved unless […]

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We’ve introduced a new enhancement in the Text Module that simplifies the process of adding notes. With this update, adding an agent is no longer mandatory while creating a note.

What’s Changed?

 

Earlier:
  • While adding a note in the Text Module, users were required to select an agent.
  • Notes could not be saved unless an agent was selected.
Now:
  • You can add a note without selecting any agent.
    The system will allow you to save the note directly without assigning it to anyone.
How to Use This Feature

 

Step 1: Navigate to the Text Module
  • Go to the Text Module where notes are managed.
Step 2: Click on Add Note
  • Select any Text Conversation in which you need to add note
Step 3: Enter Note Content
  • Type the content of your note in the provided text box.
Step 4: Click Save
  • The note will be saved successfully without adding an agent.
Example Use Case

 

  • You’re logging a system update, client comment, or internal reminder that doesn’t need agent tracking.

  • Simply enter the note and save — no agent selection required.

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]]> Need Option to Edit Scheduled Text https://www.insuredmine.com/knowledge-base/need-option-to-edit-scheduled-text/ Sat, 28 Dec 2024 08:41:17 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43551 Feature Release Date: 28 December, 2024 Our latest enhancement lets you easily edit scheduled text messages, giving you more flexibility and control over your communication before they are being sent. Use Case: Ability to Edit Scheduled Text Messages for Enhanced Communication Flexibility. To View the Enhancement: Draft a reply and schedule it to be sent […]

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Feature Release Date: 28 December, 2024

Our latest enhancement lets you easily edit scheduled text messages, giving you more flexibility and control over your communication before they are being sent.

Use Case: Ability to Edit Scheduled Text Messages for Enhanced Communication Flexibility.

To View the Enhancement:

  • Draft a reply and schedule it to be sent later.
  • Pick a date & Time to schedule the text.
  • Then, click ‘Schedule Send.’
  • SMS will be then Scheduled Successfully.
  • Now, if you wish to edit the scheduled message before it is sent to the recipient, you can do so by clicking on “Edit” for the message that is scheduled to be sent.
  • Then, click  send.
  • The same text will then be edited and sent within the scheduled time.

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]]> Text Editor Change in Texting https://www.insuredmine.com/knowledge-base/text-editor-change-in-texting/ Tue, 03 Dec 2024 06:52:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=42965 With our latest enhancement, the Texting Module now offers two new options: ‘Reply’ and ‘Note.’ These features provide flexibility in responding to messages and adding notes directly within the texting interface. Use Case :Flexibility in responding to messages and adding notes directly within the texting interface. To View the Enhancement: Navigate to the Texting Module. […]

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With our latest enhancement, the Texting Module now offers two new options: ‘Reply’ and ‘Note.’ These features provide flexibility in responding to messages and adding notes directly within the texting interface.

Use Case :Flexibility in responding to messages and adding notes directly within the texting interface.

To View the Enhancement:
  • Navigate to the Texting Module.
  • Within the Message Bar, we have now introduced two new options: ‘Reply’ and ‘Note.’
  • When you receive an incoming text message, you can modify your reply using a pre-designed template, upload an image, attach a PDF, or enhance your text using AI.
  • To tag or mention a person in a note, simply select the ‘Note’ option and type @name to include their mention.
  • Then click, Add Note.
  • The SMS carrying the note will then be sent successfully.

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]]> Summarize & Reply Using Open AI https://www.insuredmine.com/knowledge-base/summarize-reply-using-open-ai/ Mon, 16 Sep 2024 08:07:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41324 With our integrated AI feature, you can now compose and respond to messages at your own pace. The AI helps draft your reply, allowing you to review and send it when you’re ready. This gives you the flexibility to craft the perfect response without the pressure of sending it immediately. Use Case:  Reply to incoming […]

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With our integrated AI feature, you can now compose and respond to messages at your own pace. The AI helps draft your reply, allowing you to review and send it when you’re ready. This gives you the flexibility to craft the perfect response without the pressure of sending it immediately.

Use Case:  Reply to incoming text messages instantly using integrated AI while texting.

To View the Enhancement:

  • Navigate to the Text Messages Module from the header’s menu.
  • Then, move to the button where you find the AI symbol (transform text using AI)
  • There, we have introduced options called Summarize & Draft Reply.

If you click on Summarize:​

  • Click on the AI option (Transform Text using AI)
  • From the Array of option, select ‘Summarize.’
  • A summarized conversation will appear in a pop-up on the screen, allowing you to copy the content and refine it according to your requirements before sending a reply.

If you click on Draft Reply:

  • Then, move to the button where you find the AI symbol ( transform text using AI)
  • There, we have introduced an option called ‘Draft Reply.
  • An instant reply will then be generated and you will be able to share it as reply to all the text messages.

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]]> Incoming Text Mapping Logic in Insuredmine https://www.insuredmine.com/knowledge-base/incoming-text-mapping-logic-in-insuredmine/ Wed, 13 Mar 2024 10:40:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36883 The logic here demonstrates the prompt functionality of mapping incoming text messages with a contact. In InsuredMine, incoming texts are efficiently managed and mapped based on two entirely different agency scenarios, ensuring that the right person receives notifications and can respond promptly. Here’s how the two scenarios operate: Use Case: Efficient text mapping in InsuredMine […]

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The logic here demonstrates the prompt functionality of mapping incoming text messages with a contact. In InsuredMine, incoming texts are efficiently managed and mapped based on two entirely different agency scenarios, ensuring that the right person receives notifications and can respond promptly. Here’s how the two scenarios operate:

Use Case: Efficient text mapping in InsuredMine ensures that messages reach the right contacts quickly. This reduces response times, enhances customer satisfaction, and boosts agency productivity by streamlining communication.

1st Scenario:

If a unique number is mapped to each agent:

  • Then, text will too get mapped to the particular agent of the texting number.

How does the workflow of the 1st scenario operate?

When an incoming text is received in insuredmine:

  • It will check the agent’s ID and whosoever is associated with the number then the particular agent will get a text notification just like the above image.

Incase the contact already exists:

  • It will then verify to check whether the number from which the text is coming has a single contact or multiple contacts.

Suppose it’s a single contact:

  • Then, the incoming text will be mapped to that contact.

If multiple contact is found for the number:

  • Then, insuredmine checks for the contact having the last conversation; if it exists, it maps the text to that contact. Otherwise, randomly map the text to any of the multiple contacts.

For example,“Let’s say, there are three contacts with the same number, each having text messages. Now, if contact 2 is the one who last texted, any new text that arrives will be mapped to contact 2 only.”

Incase the contact doesn’t exists

  • In this case, if the contact ID is not available, the process won’t move further.

2nd Scenario:

If same number mapped to multiple agents:

  • The logic will first check if the contact exists or not.

Incase the contact exists:

  • It will next verify to check if the number from which the text is coming has a single or multiple contacts.

If its a single contact with same number:

  • Then it will verify if any latest conversation was found within the contact.
  • If yes, conversation exists then the text will be routed to the texting agent.
  • Now, If a texting agent is available, then the incoming text will get mapped to the texting agent as well as to the contact, and thus the agent will receive the text notification.
  • In case the texting agent is unavailable, the text will map to the agent (having that texting number) who had the latest conversation with the contact and he/she will get the text notification.
  • But if the conversation is not found, it will randomly map the text to an agent having that texting number, and thus the agent will get the text notification.

Note: The texting agent has a dependency on the contact. You can’t have a texting agent unless you have a contact.

  • If conversation is present, admins and agents have the flexibility to assign a texting agent to continue the conversation for the contact.

Now, If multiple contacts are found with the same number:

  • It will verify if any latest conversation was found within the contact.
  • If a conversation exists then the text will then be routed to the texting agent.
  • Next, If the texting agent is available, then the incoming text will get mapped to the texting agent as well as to the contact, and thus a specific agent ID will receive the text notification.
  • In case the texting agent is unavailable, it will map the text to the agent who had the latest conversation with the contact. Depending on this, the particular agent will receive the text notification.
  • But if the conversation is not found, it will map the text to the first contact found, sending notifications to all the agents having the same texting number.

If the contact doesn’t exist:

  • It will check if there is any existing conversation with that contact.
  • If conversation exists then the text will be routed to the texting agent.
  • Next, if the texting agent is available, then the incoming text will get mapped to the texting agent, and thus a specific agent ID will receive the text notification.
  • In case the texting agent is unavailable, it will map the text to the agent who had the latest conversation with the number. Depending on this, the particular agent will receive the text notification.

If the conversation is not found, that means the contact ID isn’t there. What it will do is map the text randomly to an agent ID with that texting number.

The post Incoming Text Mapping Logic in Insuredmine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Texting 101 https://www.insuredmine.com/knowledge-base/texting-101/ Tue, 10 Oct 2023 13:48:25 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7940 In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the text option from the Dashboard Widget – Client Message Board or Client Active Directory C. From the Contact 360 E. From Deal Card F. From Text messaging Icon on the Dashboard 2. Text Responses […]

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In this article, you will learn:

1. Overview

You can text from multiple places mentioned below:

A. Click on the Add icon from the top of the Dashboard screen

 

B. Click on the text option from the Dashboard Widget – Client Message Board or Client Active Directory

 

C. From the Contact 360

In contact 360 you can send text/SMS either by clicking on SMS icon on left or navigate to communications and click on send text button.

 

E. From Deal Card

 

 

F. From Text messaging Icon on the Dashboard


Step1: Click on the Text Messaging Icon on the Dashboard Module


Step 2- Connect to RingCentral Account


Step 2: Select existing contact from the left panel to send the message directly by typing in the input box and clicking the send icon. Alternatively, click on + Sign in Search contact as shown and Open the Send SMS window.


Step 3: Enter the required details and click Send.

2. Text Responses

When someone replies to you, the reply will show up under their contact record and also in your Text Message Inbox if you are the assigned agent, you will also be notified via email.

3. Texting Numbers

InsuredMine will try to use your current office number for your text communication. However, due to various other reasons, those numbers are not available and in that case, you will be able to pick a number and area code of your choice. We recommend using just one number per location so clients are not confused and InsuredMine on the backend will assign those messages to the right agents based on client agent association.

4. Texting Templates

Text templates are available in Engagement Module that can be used to use templates for message consistency.

6. Text Opt-in/Opt-Out

A. Notes:

Contacts can opt-in and out of text messages at any point.  This includes all individual and drip text messages.

B. Opt-Out

Contacts can opt-out of receiving text messages from you at any point by texting you one of the following keywords:

  • STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT

Opting out will prevent all future text messages sent by you from being delivered. Opt-out will be marked as a grey icon in do not contact section in contact 360.

C. Opt-In

Contacts can opt-in to receiving text messages from you at any point by texting you one of the following keywords:

  • START, YES and UNSTOP

Opting back in will allow text messages to send again.

The verbiage used above is a CTIA industry standard used by all carriers nationwide.

Incoming Text Notification Enhancement

1: If the user is present then the assigned agent option will be available. From there one can assign an agent to receive the notification.

2: After assigning if the incoming text will be received then the assigned agent will get notified.

3: If the user is there and the agent is not assigned and unassigned will be there in the dropdown. Click on the dropdown to assign an agent.

The post Texting 101 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> How to use Text Messaging Service? https://www.insuredmine.com/knowledge-base/how-to-use-text-messaging-service/ Sun, 08 Oct 2023 10:41:43 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=9057 In this article, you will learn: How to Setup Text Messaging? Will there be a single number per agency or per agent? If you limit access to the agents? Now you can send/receive text messages from Insuredmine Agency Portal. This feature can be accessed with the smart phone icon from multiple places. Some of the […]

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In this article, you will learn:

Now you can send/receive text messages from Insuredmine Agency Portal. This feature can be accessed with the smart phone icon from multiple places. Some of the common screens to locate text functionality includes:

  • Text Messaging Module from the Navigation Panel
  • Dashboard: Client Message Board Widget and Client Active Directory Widget
  • Notifications
  • Deal card detail  (Dealboard via Pipeline Manager) – click on the 3 dots to get the toolbar at the bottom of the deal card or from the Actions screen inside the deal card, on the right.
  • Customer 360 profile –  From the Accounts module, go to Contacts Segment. Click on the phone number to get the SMS pop up screen
  • Events Tab within Account 360
  • Accounts Module – via the Action icon

All incoming text messages are available in dashboard notifications as shown below

 

You can also view all text messaging for every client over a single screen by clicking on View All from the screen above

 

There is also an option to send an attachment via Text Messages (MMS).

  • Text Responses
    • When someone replies, the reply will show up their contact record and in your Text Message Inbox if you are the assigned agent.
    • You will also be notified via email.
  • Texting Numbers
    • InsuredMine will try to use your current office number for your text communication.  However, if for some reason, that number is not available, you will be able to pick a number and area code of your choice.
    • We recommend using just one number per location so clients are not confused.  InsuredMine will assign those messages on the backend to the right agents based on client agent association.
  • Texting Templates
    • Text templates are available in Engagement Module that can be used for message consistency.
  • WhatsApp Integration
    • The most popular mode of communication is now available on InsuredMine.  You can send and receive messages on WhatsApp directly using InsuredMine.
  • Text Opt-in/Opt-out
    • Contacts can opt-in and out of text messages at any point.  This includes all individual and drip text messages.
    • Opt-out:  Contacts can opt-out of receiving text messages from you at any point by texting you one of the following keywords:
      • STOP, STOPALL, UNSUBSCRIBE, CANCEL, END or QUIT
    • Opting out will prevent all future text messages from being delivered to this contact.  Opt-out will be marked as a grey bell next to a phone number in the Contact list.
    • Opt-in: Contacts can opt-in to receiving text messages from you at any point by texting you one of the following keywords:
      • START, YES and UNSTOP

        Opting back in will allow text messages to send again.

The verbiage used above is a CTIA industry standard used by all carriers nationwide.

How to Setup Text Messaging?

Text Messaging feature can only be setup by InsuredMine.  Please request this from Support@InsuredMine

Will there be a single number per agency or per agent?

It is recommended to have a single number per agency.  However, these are the different scenarios.  

  1. Agency gives a number to get it hosted.  InsuredMine checks to make sure that number can be hosted. 
    • If Yes, then we map the same number for all the agents in that agency.
    • If No, We buy a number for you and map it to all the agents and forward all incoming calls to the office number
  2. Different agents – Different number: In the case where agents may not want to share numbers, we can buy different numbers for each agent and forward calls on the same number to the agency support number.
  3. Offices in different locations:  An agency may have different locations.  In this case, we can buy different numbers for different locations and map the same number to all agents within the same location.
    • Example: Location Dallas has 3 agents and Austin has 5 agents.  We buy two numbers: One for Dallas and one for Austin.  We map the first number to the 3 agents in Dallas and the second number to the 5 agents in Austin.

If you limit access to the agents?

If you do not want to give access to any particular agent for text messaging, that be can be done too.  Please contact Customer Support at support@insuredmine.com

The post How to use Text Messaging Service? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Send Schedule Text https://www.insuredmine.com/knowledge-base/send-schedule-text/ Fri, 06 Oct 2023 07:12:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24343 Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.  Process- Navigate to Accounts  Click on Account to view Account 360 Click on the Communications tab and select Text. Click on the Arrow button to schedule text. Click on the […]

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]]> Description – Agents can now schedule texts for preferred dates and times.

Use Case – Easier to automate personalized text messages from the overall portal. 

Process-

  • Navigate to Accounts
  •  Click on Account to view Account 360
  • Click on the Communications tab and select Text.

  • Click on the Arrow button to schedule text.
  • Click on the Calendar icon to select the date and time to schedule the text.
  • Select the date and time to schedule text and click on Schedule.

 

  • In the Communications Tab, when a clock icon is visible, the text is scheduled
  • Scheduled text can also be seen by clicking on the Chat Icon. Scheduled text icons disappear once the text is sent.

Note:

The option to send a scheduled text is also available under:

  • Contact  
  • Deal card
  • Policy
  • Tasklist
  • Header
  • Text Module 

 Contact and Contact 360 

  • Navigate to Contacts. Click on contact to view Contact 360
  • Click on the drop-down arrow beside the Send button

Header

  • Navigate to the Header Section
  • Click on the plus button
  • Select Send Text

Deal card

Tasklist

Policies

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]]> Text Message (Inbox) https://www.insuredmine.com/knowledge-base/text-message-inbox/ Wed, 04 Oct 2023 12:22:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4832 In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat status? Identifying Unread text Messages How can you Delete Text Messages How to know the Recipient’s Name Email notification and Text Assigning to Agents How to assign text to another […]

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In this article, you will learn:

InsuredMine’s texting features enable agents to communicate with their clients more efficiently. Agents can send important updates, policy information, and other relevant details directly through the platform, improving  communication and ensuring that clients receive timely and accurate information.

Use Case: These features will not only help agents to send crucial updates, policy information, and other important details directly through the platform, but also optimize communication and ensure clients receive timely and accurate information.

Text Messaging – Open/Close Chat

Agents will have the option to open or close a chat. If one wants to see the chats, they will get an option to filter the chat based on three status- All, Open or close.

How to close or open chat?

  • Navigate to the Text Messages icon present in the right side of the top bar and then click on it.
  • A page will be displayed where you can view all your contact’s text messeges of Read Unread Replied and Sent.
  • Now to open or close the chat, click on the lock/unlock icon as displayed in the image.
  • You will also get the chat status icon on the top near the chat title.
  • Once the action is performed there will be a confirmation message saying: Success Chat status updated as open or close.

How to filter the chat based on chat status?

To Navigate:-

  • Click on filter icon provided
  • Select the chat based on chat status- Close/Open.

Identifying Unread text Messages

Text messages that have been read or unread will be marked with an orange blinking sign, making it easy for users to identify them at a glance

How can you Delete Text Messages?

You can also delete both read and unread text messages.

  • Navigate to your text messages.
  • Click on the message you want to delete (be it text or attachment).
  • Click on 3 dots.
  • Click delete.
  • A popup will be there to confirm.
  • Click yes to confirm.
  • Once done the message will be deleted.
  • You will then receive a pop-up saying: Success Message delete successfully!

How to know the Recipient’s Name?

  • Admin’s see the recipient’s name along with the message.

Email notification and Text Assigning to Agents

Agents can also assign text messages to any other agent within a chat. The assigned agents will receive an email notification for the text assigned to them.

Let's know how to assign text to another agent?

  • Click on the text message icon on top right.
  • The chat between agents is highlighted in orange color
  • Click on the checkbox beside Assign Other Agent.
  • Choose the agent name from the dropdown.
  • Add a comment or message in the type message box.
  • Click on send icon to send the message
  • After clicking on send you will see a pop-up in the chat saying  the X agent added Y agent. 
  • The agent that you have assigned will get an email notification.
  • The email will have the message mentioned.

The agent can also redirect to the text messaging section by clicking on the link provided.

How to move attachments to the Documents section under Contact 360?

You can move the attachments from the text message module to the document section under Contact 360.

How to Move a file to Doc 360:

To view the enhancement-:

  • Navigate to text messages.
  • Click on the attachment that you want to move.
  • Click on 3 dots.
  • Select move to Doc 360.
  • You will get a notification saying: Success Attachments moved Successfully.

How to find the file in document section under Contact 360 section:

  • Navigate to Contacts module.
  • Click on the contact to get to Contact 360.For instance, i have chosen Shilpa.
  • Click on Files.
  • You can view the file in the files section.

How to use Filter in Text Message Module

You can sort your text messages based on sent and replies. There are three filter options- All, sent, and replies.

To view the enhancement:

Navigate to the Text message icon.

  • Select any of the three options- All, sent, and replies.

Read, Unread Filter in Texting:

In the text module, you have the option to organize messages using different filters, including Read, Unread, and ALL. Messages that you have already opened are conveniently grouped under the Read filter, while any messages you haven’t yet viewed can be found under the Unread filter. This feature allows for efficient management and easy access to both read and unread messages within the module.

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]]> First and Last Name initials to be represented for each name in Text messages https://www.insuredmine.com/knowledge-base/first-and-last-name-initials-to-be-represented-for-each-name-in-text-messages/ Tue, 03 Oct 2023 16:17:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22065 In the text message section, the initials of first name and last name will be represented. In case there is only one name. then the first two letters will be displayed. And in case there is a first, middle, and last name, it will display the initials of the first and last name only. Notes: […]

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In the text message section, the initials of first name and last name will be represented. In case there is only one name. then the first two letters will be displayed. And in case there is a first, middle, and last name, it will display the initials of the first and last name only.

 

Notes: If no last name is present, it will use the first two letters of the first name and display it respectively.

 

Also, if no name is present in the text module, it will use the two starting numbers (This is only relevant to the text module).

The post First and Last Name initials to be represented for each name in Text messages appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Text Template https://www.insuredmine.com/knowledge-base/text-template/ Sun, 01 Oct 2023 12:54:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4857 In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text messages has been made easier! Set the desired text template, save it and use it as needed. No more repetitive work! It will save your time! How to set a […]

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In this article, you will learn:

Now sending text messages has been made easier! Set the desired text template, save it and use it as needed. No more repetitive work! It will save your time!

How to set a Text Template?


  • Choose either text editor. In case you want to import your own HTML build then choose HTML import

  • Select text
  • Add title
  • Write the text message.
  • Select the tags.
  • Click to save.

  • You will get a success notification saying: Email template Saved Successfully.
  • In the list, you can see the new text template created.

 
Once the text template is created you can now use the text template to send messages.

How to use the text template to send text messages?

To send a message using the text template:

  • Navigate to the text message icon on the top right
  • Select the contact to whom you want to send the text message.
  • Click on select template to choose the text template.
  • If you have any attachments to send, click on the attachment icon and choose the file.
  • Click on send icon


  • Once the message is sent, it will be displayed in the message section.


Enhancement: March 2021

Know how to add files in templates email and text

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