Articles

Create or Modify Texting Templates
Create Texting Templates Log into the Portal Administration site. Click on the Emails/Letter/Text menu on the top navigation toolbar.  Click on the T...
Mon, 14 Nov, 2022 at 7:19 PM
Texting Restrictions
If a consumer states over the phone that they do not want to be contacted via text message any further, you can manually add the cell phone numbers to the D...
Mon, 14 Nov, 2022 at 7:26 PM
Build, Approve, Send, or Delete a Texting Campaign
To send a text campaign to multiple consumers at one time, follow the below steps: Build Campaign Go to the Email/Letter/Text tab Click on Send New Camp...
Mon, 14 Nov, 2022 at 7:32 PM
Opt-Out and Opt-In of Text Messaging
Opt-Out to Text Messaging The first time you send a message to a consumer, a STOP message is appended to the end of the message. The STOP message will only...
Mon, 14 Nov, 2022 at 7:40 PM
Send a Single Text Message
To send a one-off text message: Go to the Consumers tab. Search to find the consumer's account by using one of the following methods: Email Last N...
Mon, 14 Nov, 2022 at 7:41 PM
Find Text Messages that need responses (follow up)
To find text messages that require a response: Go to Email/Letter/Text Menu in the ribbon Select Recent Messages Check the "Unresponded Only" ...
Mon, 14 Nov, 2022 at 7:44 PM
View Recent Text Messages
To locate recent Text Messages and view their contents: Go to Email/Letter/Text Menu in the ribbon Select Recent Messages This will bring up all r...
Mon, 14 Nov, 2022 at 7:46 PM
Two Way Texting - Responding to a Text Message (Account Level)
You can respond to a text message 2 ways, at the account level and through the Recent Messages Menu. This article provides instructions on how to respond to...
Wed, 21 Dec, 2022 at 4:30 PM
Sending a Text Message using a Template
You can send a text message at the account level using a template. Select Consumers from the Menu Taskbar Enter the Reference Number and hit Search...
Tue, 27 Dec, 2022 at 1:02 PM
Text Message Length and Costs
One text holds up to 160 characters. You can send and receive messages which are larger and they will appear as one message to both you and your consumers, ...
Thu, 12 Jan, 2023 at 11:42 AM