Let's Send A Text To An Individual Contact

Creating and sending a Text/SMS to an individual contact inside of your account is super easy. 

If you need to follow up or connect with a prospect/lead, there are two ways to send a text from directly inside of their contact record.

Note: Make sure that you have opted in your contacts' phone numbers first before being able to send them a text message.

Objectives

In this support article, you will learn step-by-step how to create and send a text message to an individual contact. 

Text From Contact List Steps

1. Log in to your account. Click on contacts located at the top of your dashboard menu. 

2. You will be directed to your contact management system. Under Actions located on the right-hand side of a contact, click on the text bubble icon.

3.  A pop-up box will appear. Under From, click on the box and select your Profit Dial business phone number. 

4. Under Message, click on the box and type in your message.

Click on Merge Fields to include information about that contact and select Landing Pages to insert information about your landing page. 

5. To send out your text at a certain date and time, click on Schedule and then click on the boxes to pick a date and set a time. 

6. When you are finished, click on Continue.

7. Another box will appear. Review your message and when you are finished, click on Send Text. 

Text From Contact Record Steps 

1. Log in to your account. Click on contacts located at the top of your dashboard menu. 

2. You will be directed to your contact management system. Click on your contact's name.

3. You will be directed to that contact's record. On the right-hand side, click on Actions and in the drop-down menu, click on Send A Text.

4. A pop-up box will appear. Next to From, click on the box and select your Profit Dial number. 

5. Click on the center box and type in your message. 

Click on Merge Fields to include information about that contact and select Landing Pages to insert information about your landing page. 

6. To send out your text at a certain date and time, click on Schedule and then click on the boxes to pick a date and set a time. 

7.  When you are finished, click on Send or to not send, click on Discard.

Thank You!

We appreciate you taking the time to learn how to send a text message to an individual contact with your Profit Dial phone number! For questions, contact us at support@reiblackbook.com.