Transcript

Opt In Phone Numbers for Texting

Before you can text a contact, their phone number has to be opted in for texting.

To opt in one contact, click Edit Contact.

Check the Text / SMS box next to their cell number.

Only check it for a mobile number, and only when they've agreed to get texts from you.

Then click Save.

The number turns green, and when you click it, a box opens where you can text them.

To opt in a group, put them in Group Actions and click Texting Opt-In Wizard.

Then follow the prompts on screen.

The wizard opts in every number labeled cell or mobile, unless that person has opted out.

You can also opt contacts in automatically with an Opt-In for Texting step in a workflow.

It opts in the contact's first phone number, so put their cell number first.

And if someone replies STOP, the system opts them out automatically.