How Do I Send a Text?

How Do I Send a Text?


 


Texting (SMS/MMS)

If your extension has been assigned a registered texting number, you can text from Portal, Web Phone, or your Mobile App.   
  1. You may both text (SMS) and attach pictures (MMS).  

  2. You can also call the contact right from the texting window.



How Do I Send a Text from Portal?

If a registered Texting number is assigned to your Extension, you will be able to text from Portal while in your Extension view. 


Instructions
  1. Click on the Messages Tab.
      
    1. If you have an Admin permission level and are in your Manager View, you may use the dropdown next to your Profile Name to choose Messages.   Your View will automatically swap to Extension View and open in the Messages tab. 


  2. Choose the Chat and SMS tab.
      

  3. Any previous Chat and SMS (texting) conversations will be available on the page.

    1. You can continue your Text by highlighting the conversation and then clicking the Reply icon.  

  4. If you would like to start a new Text, choose New Conversation.


  5.   A pop-up Texting window will open. Enter the Phone Number of the person you would like to text with. 

    1. Select the Phone Number.  Choose Start. 
    2. Type your message or attach a file by clicking the Attachment paper clip. When you are ready to send, just enter.




How Do I Send a Text from Web Phone?


If a registered Texting number is assigned to your Extension, you will be able to text from the Mobile App and the Web Phone.   


Instructions
  1. A new Text Message can be initiated by selecting the plus + icon at the bottom right corner.   Then, click the New Conversation edit pencil icon. 
     

  2. You will have the option to Text from Web Phone if your Extension is assigned a registered Texting number.  
    1. If you have multiple phone numbers with Texting assigned, you may select the phone number to send the text from the bottom right dropdown menu. 



  3. Type in the External number and click the green checkmark.   You may then type your message and enter to send.   You may attach by using the Attachment paper clip icon. 
 



How Do I Send a Text from the Mobile App?


If a registered Texting number is assigned to your Extension, you will be able to text from the Mobile App and the Web Phone.   

Instructions

  1. Log in to the Mobile App using your Portal Extension username/password.  Click the option that says "Chat and SMS". 


  2. If you would like to start a new Text, click the Edit pencil icon in the bottom right corner.   


  3. You will then either choose from your list of Contacts, or you may type in the number to search/select.  Click the done checkmark icon when you have your selection. 

    1. For Extensions with more than one assigned texting number, you may also choose from your Texting numbers by using the dropdown beside your number at the bottom of the screen. 


  4. Compose your message and click Send.


  5.  Text Messages (SMS) and Pictures (MMS) are sent separately. If you are also sending a picture, click the paperclip attachment icon.  If the Mobile App has permission, you will be able to access your cell phone's Camera and saved Pictures.  Make your choice(s). 
     
    1. An orange checkmark will appear on your selection, and you will see the picture count appear on the paperclip attachment icon. 
    2. When your choices are complete,  choose Send. 
         
Note:  Supported file types are:   .jpeg, .jpg,  .png,  .gif, and .mp4 video.  Most major carriers allow up to 1MB in size to be received by their customers.   Sizes or file types outside of these ranges/types will display an error message so that you can make the correction and resend. 


How Do I Send a Text from Clarity Cellular?


If a registered Texting number is assigned to your Extension, you will be able to text from Clarity Cellular.  You will text from your cell phone's native texting option.   

Instructions
  1. Click the Messages icon on your cell phone.

    1. NOTE: The SMS/Text notification on your cell phone is for both your native cell phone Messages and your Clarity Extension's Text Messages. 

  2. Click Create a New Message.


  3. Enter the phone number you would like to send the text to and click the + icon.

    1. Tap the From field and select Business.

    2. Enter your text message and send!

Note:  If you are using Clarity Cellular texting without SMS Sync, you will text from your Clarity Cellular device only. 

If you need the ability to also text from Portal, this can be enabled for you by our Support team.   With SMS Sync, you will be able to text from both Portal and your Clarity Cellular device. 

With SMS Sync:
    1. Inbound texts will appear in both places.
    2. Outbound texts sent from Portal will only appear in Portal and not Clarity Cellular.  Outbound texts sent from your Clarity Cellular device will appear in both places.



Need More?

Try our Portal Guides!  Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section. 

Admin/Manager Guides

  1. "Office Manager" Admin Guide
  2. "Advanced User" Admin Guide
  3. "Call Center Supervisor" Admin Guide
  4. "Site Manager" Admin Guide

Only have access to your own Extension?  

Your Extension has access to your Voicemail, Profile Settings, Extension Routing, and more!  
  1. "Call Center Agent" Portal User Guide
  2. "Basic" User Portal User Guide

Want to Know How to Register a Texting Number?

Click here for more information:  Text (SMS) Number Registration FAQs.

Want to Know How to Use a Texting Number to Send Automated Text Messages to Customers?

Click here for more information:   Text Responder AI.

Need Information about the Web Phone, Mobile App, or Clarity Cellular?


Texting options are available in the Business Essentials plan and above.  

Want to learn more about Texting?

 

Give our Customer Service Team a call at 1-800-676-3995!   We are available Monday-Friday 8am-9pm EST. 

Prefer to open a Request?  Click here to open a Ticket Request!

We’re here to help you find better, easier ways to run your business.


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