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1. Navigate to your Contacts Dashboard.

2. Select any appropriate filters to adjust your list from all Contact, Prospects, Customers, to just the group you wish to send the Bulk SMS / Text Message to.

   • This is a great example of how Segments work. If I wanted to send a Bulk SMS / Text message to just my PRF Customers; I could select the Status Filter = Customers & the Segments Filter = PRF.

   • Please refer to the Segments portion of the Contacts User Guide Page.

3. Once your Contact List contains who will be receiving the Bulk SMS / Text Message Select the “Send Bulk SMS” option under BATCH ACTIONS

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4. Confirm the Agency Phone Line you will be using to send the Bulk SMS / Text Message from.

   1. If you only have access to one line - only that one line will appear.

   2. If you have access to multiple lines - use the drop-down to select the appropriate line.

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5. Key in your Message in the message box.

   1. Please note one text message = 160 characters. See the pricing section for details on messages longer than 160 characters.

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6. Confirm the recipients of your text message by checking or unchecking the Selected Box

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7. Select Send to send your Bulk SMS / Text Message to the selected contacts.

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8. Select Close if you do not wish to send the Bulk SMS / Text message

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1. Navigate to your Contact & Select their Communications tab

2. Select the Green “Add” button

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3. Select the Text icon & the Button for “Send text from AgencyRoot ($0.10)”

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4. You can choose to send the Text from your new Dedicated Phone Line or the AgencyRoot Default.

   1. Please note if you choose the Dedicated Phone Line your recipient can reply. If you choose the Default they cannot.

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      Iff you select a Dedicated Phone Line you’ve purchased your individual text messages are included up to 200 5000 messages in a monthyear. You will only be charged the $0.10 if you go over your 200 5000 messages/month year or send them from AgencyRoot Default.

5. Select the button for the Phone Line you will be sending to:

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6. Type in your Message into the Text Message: Box

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7. Select Send Text or Send Text & Follow up (Follow-up will open a task after the message is sent)

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1. You will get an email notification that a recipient sent back a reply that will include a link back to the system.

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      Select Log In and you will be brought to the AgencyRoot Platform.

2. You will also see the recipient’s response on the Communication Feed as well as the Contact’s Communication tab.

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Pricing & Guidelines

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1. Price: $0.10 (10 cents) per text

2. 1 text means up to 160 characters

   1. Any additional characters will incur extra text expense per 160 characters. e.g. a 200 character text counts as 2 messages ($0.20).

Dedicated Lines

1. Price: $10 $200 Per Month Year / Per Dedicated Phone Line

   1. You are not charged for each additional user that has access to the line.

2. Includes 200 5000 Text Messages Per MonthYear

   1. Any additional Text Messages will be charged at $0.10 per Text

3. Text can include up to 160 characters

   1. Any additional characters will incur extra text expense per 160 characters. e.g. a 200 character text counts as 2 messages (2 towards your 200 allocationsallocation, or $0.20 if your allocation has been exceeded for the monthyear)

4. Example Bulk Text:

   1. A text is sent to 40 customers. The text is 200 characters in length. Since the text is over 160 characters, each text counts as 2. The account is charged for 80 texts (either against the 2005000-text monthly yearly allocation, or $8.00 if the 200 5000 messages for the month year have already been exceeded).