Texting and the Inbox
Send and receive texts, delivery statuses, opt-outs and registration.
Explained
- What text delivery statuses meanUnder each text you send, Pipelio shows the final delivery report from the phone network when it gets one: Delivered, Not delivered, Not sent, or No delivery report.
- Do Not Contact and STOP opt-outsDo Not Contact is a mark your team puts on a lead. A STOP opt-out is the contact's own choice to stop texts. Pipelio treats them differently.
- Texting registration and toll-free verificationCarriers expect businesses that text to be registered. Admins fill in the Texting compliance form in Settings, then Phone numbers, and toll-free numbers need their own one-time verification.
How-to
- Use the InboxThe Inbox brings texts, calls and voicemail with each contact into one conversation. Needs you shows what is waiting on a reply or a callback.
- Send a textText a lead from the Inbox, the lead page, or Message anyone in the sidebar. You can choose the From number, use templates and merge fields, attach a photo, and schedule a text for later.
- Leave private notes for your team in a conversationUse the Note tab in the Inbox message box to leave a note your team can see. Notes are never sent to the contact.