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Texting customers from Marketing › Text › Conversations

How to read and reply to customer texts in Marketing › Text › Conversations, start a new conversation, attach an image, template, contact card or voice note, switch between text and WhatsApp, and see the contact's details.

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Written by Kelly Shirey

Marketing › Text › Conversations is your two-way text inbox. Every text sent to or from your business number, including automatic appointment reminders, appears here by contact.

Text Conversations with the conversation list, chat and contact panel

What's on the screen?

  • Conversation list (left): one row per contact, newest first. Use Search these conversations or the All, Unread and Automations tabs to narrow it down. Numbers that aren't saved as a contact show as Unknown number.

  • Chat (middle): the full message history. The number at the top right is the business number you're texting from. Each message shows who sent it and when.

  • Contact panel (right): the contact's name, email, phone and tags, with buttons to call, email or open the contact. Click X to hide it.

Click the < arrow beside the Text menu to collapse it and make room for the contact panel.

How do I reply?

  1. Click the conversation.

  2. Type in Type your message at the bottom and click the send arrow.

The counter above the box (for example 0/160 0 Credits) shows how many characters you've used in this text segment and how many texting credits you have.

How do I attach something?

Click the paperclip beside the message box and choose Image, Template (a saved message), Contact (a contact card) or Voice (a voice note).

Attachment menu with Image, Template, Contact and Voice

How do I start a new conversation?

  1. Click the New conversation (pencil) icon beside Conversations.

  2. In Message a contact…, type a name or number and pick the contact. Use the funnel icon to filter the contact list.

Start a new conversation box

How do I switch between Text and WhatsApp?

Click the Switch Conversation icon (next to the pencil) and choose Text or Whatsapp. WhatsApp only works once WhatsApp Business is connected; see Connecting WhatsApp Business in Marketing.

Switch Method window with Text and Whatsapp

Two-way texting needs an approved A2P registration. See Text Messaging on Stackably: How It Works.

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