TeamTexter User Guide

Add a Person
People are individuals who are communicated to through TeamTexter. People can be external to the organization or internal to your organization. People can b...
Thu, 16 May, 2024 at 1:31 PM
Building and Viewing Templates
Templates allow you to create standard messaging to be used through the TeamTexter system   Building Templates From the Administration dashboard select...
Thu, 16 May, 2024 at 1:32 PM
Editing and Deleting Groups
From the Groups page you are able to view the listing of Groups as well as Edit and Delete Groups   To Edit a Group Select the Group name from the ...
Thu, 16 May, 2024 at 1:33 PM
How to access Tag Summary
Tag Summary allows you to view a comprehensive overview of tags and their use in your TeamTexter instance. From the Dashboard you can view utilized ta...
Thu, 16 May, 2024 at 1:35 PM
How to Add a Group
A group is a way to organize and segment individuals added to TeamTexter. Groups can be used to segment people, communication efficiently. Groups provide a ...
Thu, 16 May, 2024 at 1:37 PM
How to Add a Tag to a Person
Tagging is a way to categorize individuals and provide descriptions that can be used in Workflows and to identify people in the organizations TeamTexter ins...
Thu, 16 May, 2024 at 1:43 PM
How to Build a Workflow
Workflows allow a user to create automation based on actions and responses in TeamTexter   Select Administration on the left panel, then workflows.     ...
Thu, 16 May, 2024 at 1:52 PM
How to Create a Campaign
Campaigns allow a user to strategically communicate in a series of scheduled text messages based on a milestone or event   From the left panel under Cam...
Thu, 16 May, 2024 at 1:55 PM
How to Install and Use Chrome Browser Extension
Access the URL - https://teamtexter.io/chrome/  Select Get Extensions on Chrome Web Store Once installed, you will select the puzzle icon to active the T...
Thu, 16 May, 2024 at 1:57 PM
How to Schedule a Message
Scheduling a text message through TeamTexter 2.0 allows a user to compose a text message and have that message sent at a later date and time.  Example, a us...
Thu, 16 May, 2024 at 2:00 PM