Sending and Receiving Text Messages
With the Two-Way Texting add-on, you can send unlimited text messages to your clients. If your subscription does not include the add-on, you can still use the Messages screen to view all client message history and send up to 5 free text messages per month. Learn more about navigating the Messages screen.
Managing your phone number
As part of the release of Two-Way Texting, your business now has one dedicated phone number that clients can use to text you. Any text messages sent to clients, either automated or by a staff member, will also come from this dedicated phone number.
To see your assigned phone number, go to Settings > Business Setup > Phone Numbers. If needed, you can change your phone number by selecting Change number from the "..." menu.
Sending text messages
You can send text messages to clients from the following three locations:
The Messages screen:
To send a text message from the Messages screen, select an existing conversation, or click the pencil icon and search for the client by name or phone number. You can also enter a new phone number that is currently not on your client list.
If a text message fails to be sent to a client, a note is displayed under the message. For common errors, a Details link is included with the error details.
Once a conversation is resolved, you can close it if it no longer requires a response from a staff member. To close a conversation, select Send and close or Close.
Open conversations that are inactive for 3 days will be closed automatically. You can adjust this time window in Settings > Automated Messages > Advanced Settings > Auto-Close Inactive Conversations.
Receiving text messages
When your business receives a text message from a client, the conversation is marked as Open, and the Messages tab displays a badge. Learn more about the Messages badge.
You can also receive a push notification from the Mangomint app on your mobile device when a new message is received. To enable the push notification, go to Settings > Staff Members > Notifications. Notifications will only be sent when permission to access the Messages screen is enabled. Learn more about staff member permissions for messages.
If a text message is received from a phone number that is not yet in Mangomint, you can easily create a client profile from the Messages screen by entering the client details.
Deleting text messages
Admin users can delete text messages from a conversation. This is helpful if you receive spam messages, or if a text that was sent to a client needs to be deleted. Deleting a message that was sent to a client does not undo sending the message.
When a message is deleted, it is replaced with a placeholder to show that it was deleted.
Note: Automated text and email messages cannot be deleted.
Blocking phone numbers
Admin users can block phone numbers from sending text messages. This is helpful if you need to block a phone number that is sending you spam or inappropriate messages.
Blocking a phone number does not stop automated messages from being sent to that phone number. Blocking a phone number only blocks incoming text messages from that number.
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