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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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      Please note that if you select a Dedicated Phone Line you’ve purchased your individual text messages are included up to 200 messages in a month. You will only be charged the $0.10 if you go over your 200 messages/month 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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