Scheduled Messages

To schedule an individual message in Textline, you have a few options.

From your Dashboard, you can find or start a Conversation with the contact you'd like to message. Then, select More Actions icon. 

Then, select Schedule a Message.mceclip0.png

The scheduling box will appear. Enter your message and select your date, time, and time zone. Then, select Schedule.

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To view Scheduled Messages (Sent, Scheduled, and Cancelled), or for another way to schedule a message, select Messaging Tools > Scheduled Messages.

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From this dashboard, you can toggle between lists of Sent, Scheduled, and Cancelled messages. You can edit or cancel scheduled messages before they are sent, or restore cancelled messages. 

To schedule a message from here, enter a department and select the blue Schedule a Message button. 

Enter your message, the recipient's phone number, the date, time and time zone for delivery, and the Department from which the message should come (if you have multiple Departments).

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You will then click next and come to the Scheduled Message advanced options in Step 2.

Advanced Options

Step 2 covers the advanced options for scheduling a message.

Conversation Status

The first option covers what should happen to the conversation created by a scheduled message. If a contact has no previously opened conversation and you schedule a message to go to them, we will open a conversation, add the note that a message has been scheduled, and then send the actual message. This option then allows you to resolve that conversation or leave it open. IF you have a previously opened conversation when a scheduled message is sent, the contact sends in a message, or you send them a non-scheduled message, then we will do nothing no matter what setting you select.

Conversation Assignment

The second option covers whom to assign a conversation to if it is open. This means if in the first setting you leave it to open or the conversation was open before you scheduled the message, then you can dictate which agent to assign the conversation to once the scheduled message is sent.

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You can either change the advanced options or leave them alone, but once you are done, click the create button and your scheduled message will be queued up.

 

Watch the video on Scheduled Messages here.