Message center texting a new customer
- Julianne Golemon
- Nicolo Serra (Unlicensed)
You have the ability to manually create text conversations with customers from the message center page. You can either search your existing customer information or create the new customer record to start the new conversation.
Manually creating a message thread on desktop view
When you navigate to your message center page, on desktop view, you will see two options to create a new message.
[Create New Message +] This will display if no message thread is selected.
[New Message] This will be located at the top right of your message center page.
Once on of the buttons are clicked you will be presented with a popup window to search an existing customer, so you can start a conversation with them.
If the customer does not exist you will be given the opportunity to add the new customer, so that they can be texted.
If a customer name is typed in and you click [Add a new number +] the customer’s name will automatically fill into the creation page, and you will just need to type in the customer’s phone number.
If a phone number is typed in and you click [Add a new number +] the phone number will automatically fill into the creation page, and you will just need to type in the customer’s name.
Once you fill in all the required information and click [confirm] a new blank message thread will be created for the customer.
Manually creating a message thread on mobile view
The create [New Message] button on mobile view is located at the bottom right of the page as a [+] icon. When selected it will function the same as the create [New Message] buttons on desktop view.
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