Compose a Message From a Shared Inbox

Composing a New Text Message with a Shared Inbox

1. Click [ Compose] from the navigation panel on the left-hand side.

2. Choose who the message is coming from (yourself OR the Shared Inbox).

3. Determine if you are sending to an individual contact or a pre-created  Segment and select the corresponding tab.

•  If sending to an individual contact, search by first name, last name, ID, or mobile number to select the recipient.
•  If sending to a segment, search by the name.

4A. After your recipient is selected, type in your message. Note that there is a hard stop at 306 characters for initial outgoing messages to help you avoid carrier violations and messages that are too lengthy to send via text.

4B. If desired, you can include merge fields and automatically bring in data from the contact's record by clicking on Field, utilize a pre-written text message by clicking on Template, or include emojis. Optionally, you could also choose to use a smart message. (Reply messages allow for more characters for scenarios that require more information.)

4C. You can use the AI tool to help generate a compelling message to send to contacts by providing simple prompts about what you want included in your message. 

Before typing a message, click the purple diamonds icon

The AI Suggested Reply will pop up and you will give the AI bot some information about what you want in your template. You can include things such as the department, tone, variable fields and length. 

To choose a different variation of the message, click the "Try Again" refresh icon for a new generated response.

When you find a generated template that you like, click "insert" and the message will be added to the text box of the template. 

5. Click [ Next] to review your text message/content.

6. Review the text message. The Checklist area will provide feedback on your recipient count and send time.

• The "green check mark" indicates that the item is within recommended requirements for successful delivery.

• The "yellow exclamation point" indicates that an item needs to be reviewed before the text message is sent.

•  The "red X" indicates there is a problem with your message that will prevent you from sending it.

7. After you review your message (and correct any issues, if necessary), you can click [ Send Now] to send the message immediately or [Schedule] to schedule the message for a future date/time.

NOTE: To comply with Twilio messaging and carrier policies regarding consent and providing all contacts the knowledge and ability to opt out of messages at any time, Mongoose will include and send opt out language with the first message that is sent to a contact. More information can be found here