How To Send a Text (Individual Contact)

Sending a Text/SMS to an individual contact inside of your REI BlackBook account is super easy.  This article will walk you through the 2 most common ways to send your text by "easy text" or from directly inside of the contact record.

 

EASY TEXT OPTION

Step 1:  From your account's Dashboard, click on Contacts

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Step 2:  Locate the contact you wish to send text message to and click on the Text Icon located at the right hand side of the table

Quick_Text_2.png

 

Step 3:  Select the Profit Dial number you want to send the text message from

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Step 4:  Type in your message (Note: Only 160 characters are available per text message)

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Step 5:  Click on Schedule to send the text message at a later time. If you wish to send the message now, skip this step

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Step 6:  Click on Continue

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Step 7:  Review your message and click on Send Text

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SEND TEXT FROM INSIDE CONTACT RECORD

Step 1:  From your account's Dashboard, click on Contacts

Quick_Text_1.png

 

Step 2:  Open the Contact record of the person you wish to Text

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Step 3:  Click on the Actions button and choose Send A Text fro the dropdown menu

text_3.png

 

Step 4:  Select the Profit Dial number you want to send the text message from

text_4.png

 

Step 5:  Type in your message (Note: Only 160 characters are available per text message)

text_5.png

 

Step 6:  Click on Schedule to send the text message at a later time. If you wish to send the message now, skip this step

text_6.png

 

Step 7:  Click on Send

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