⚠️NOTE: To use texting in iA, you must first go to CRM Settings > Integrations > TwilioConnect and complete the integration steps.
To send or schedule a Text Broadcast follow the steps below.
Click Marketing in your left-hand menu
Click Broadcasts in the submenu
Click Create Text Message Broadcast.
In the Broadcast editor, complete the following Broadcast Details:
Create the Broadcast Name
Next, select Contact(s) or Select a Filter of contacts. To learn how to create a filter CLICK HERE
In your Text Design
We recommend using Merge Tags to optimize personalization.
**Merge Tags insert unique user data from your contacts
Use the Text Box to begin adding your text message details.