Sending Text Messages

As of July 5, 2023, customers must register to ensure successful text delivery. Failure to register may result in decreased deliverability. Standard messaging rates still apply. Find out more here. Get registered here..

__

Before you can start sending texts, you'll want to make sure you create a text action. This article discusses the features available on Field > Send Test Actions and how to begin sending peer-to-peer texts.
​

The first step in giving users and volunteers the ability to send text messages is to assign them the appropriate volunteer permissions. You can do this by going to Contact Management, clicking into their contact profile, and then assigning them texting volunteer permissions. You can find out more about that process here: Volunteer Permissions

You will need to assign the volunteer all permissions that start with P2P, as that corresponds with Peer-to-Peer texting.

Once a text action has been created, navigate to Field > Send Text Action to begin sending messages to your target audience.

Volunteers can access i360text.com with their emailed credentials to begin sending text messages. Like administrative users, volunteers use their email as their usernames.

Volunteers only have access to send or respond to texts within the i360 Portal. They are not enabled to make changes to texting actions or other Portal settings unless they are a user.
​

From Field > Send Text Action, you can view the texting interface. This feature will have all assigned actions available to the left of your screen. Select the drop-down to change to your desired texting action.

Sending texts is as easy as clicking 'Send' next to each name. Volunteers (if enabled by permissions) can edit the message as needed before clicking 'Send'. The page will automatically refresh once the first list is complete.

Target responses can be viewed by downloading text results from the blue arrow on Field > Text. To send responses to individuals, you can do so from Field > Send Responses.