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How to create a Messaging Conversation
How to create a Messaging Conversation

This is how you will create and edit any Messaging conversation, contacts can text a Keyword and gather contact info.

Levi Butler avatar
Written by Levi Butler
Updated over 6 years ago

Automated SMS conversations are a great way to automated lead capture and gather information from your contacts and potential customers. Here is an overview of how to get started with your automated conversations.

  1. Go to the Messaging tab and go into Messaging Conversations.

  2. You can now either edit your current conversations or create a new automated conversation. To start a new conversation click on the add conversation button.

  3. First you will create the base for your conversation. This will include:                            -the name of the conversation
         -the keyword
         -the number you want to use for the conversation (Keep in mind you cannot            use the same keyword more than once on the same phone number).

  1. Once you have the settings set for your conversation click on Create Messaging Conversation and you can now work on building the steps of your conversation by clicking the add step option.

  2. In each step of your conversation you can have a tag applied, use trackable links, insert merge fields, and for US and CA numbers you can also add media to your conversation (Be aware that media can add a delay in the delivery of a step by 5-30 seconds).

  3. Finally, you can select what field you wish to have the contact's response saved to and save your step.

Now you should be ready to go with your new automated SMS conversation. If you have any questions feel free to reach out to our support team via chat or give us a call at 760-621-8199.

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