Agency MVP offers text integration with Twilio, RingCentral, GoTo, Text Request, and Ooma.
To connect your texting platform to Agency MVP, the Account Owner will need to go to their Settings page, then Integrations and scroll down to the Texting Provider section.
Here you will choose which texting provider you would like to integrate with your Agency MVP account.
For details on what needs to be entered into the fields, click on the corresponding article below:
- See more on integrating with Twilio
- See more on integrating with RingCentral
- See more on integration with Text Request
- See more on integration with GoTo
- See more on integration with Ooma
Functionality
- You can send/receive pictures via text message.
- You can send PDF documents via text message using the paper clip icon in the text message window. (File size limit of 5MB)
- Text messages can only be sent if you have the SMS Consent box checked.
- The assigned owner will receive an audible notification that will alert you when you receive a new text message if you are in your MVP account.
- The assigned owner will also receive an email notification that they have received a text message within their MVP account. TIP: If you are not near a computer, you can reply to this email to text the household back.
- An opt out message is included in text messages once every 30 days per TCPA compliance by default.
- If a household texts you “STOP”, the SMS Consent box is automatically unchecked and you will not be able to text them unless you verify you received text consent again and re-check the Text Consent box.
- Workflow text messages are only sent between your Business Hours as specified in your Settings. To update your business hours please see Account Owner Settings.
Sending a Text Message
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In order to text a phone number, you must have the SMS Consent box checked.
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Once you check the SMS Consent box, you can use the Message button from the details page to send a text message.
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Type in the message you would like to send, then click the send icon to send the message.
Texting on Messages page
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Text messages can be found by clicking the Messages in the left menu
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You can click on the individual households name to open up their text thread
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You can click the household name link at the top to go their details page
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To see different user's messages, click the Team Member drop down and select your desired team members.
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To archive multiple text threads, check the box next to Select conversations to archive together
- If a message has a green dot next to it, that message is unread. You must click on that message to mark it as read.