Send and read texts

• Director
• Admin
• Needs: CRM
• School setting: Texting
• Phone
• Desktop
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Texting turned on. It's a school setting, ask your director.

Texts go out from your school's number. Opening a conversation marks it read.

Before you start

• Finish Open CRM Chat texting first.

Steps

1. In CRM Chat, tap a conversation.
2. Type in Type a message… and tap send.

   Screenshot coming soon01 · /home

   A text conversation

3. Watch the status under your message: Queued, Sending, Sent, Delivered or Undelivered.

Tips

• A counter appears after 160 characters. The limit is 1600.
• Tap the name at the top to open the lead's information.
• If a tour banner says Tour needs confirmation, tap it to acknowledge the tour.

Troubleshooting

• "Possible delivery issue". Some words are filtered by carriers. Tap Edit message to reword, or Send anyway.
• "This child is actively attending school. Please use ClassChat…" Texting is for leads. Message enrolled families in ClassChat.
• "This contact opted out" or "This number can't receive text messages". The family stopped texts or the number can't receive them. Contact them another way.