Texting
Request a Number to Text With
Levitate will provide you with a unique phone number that you can text with (calls are not supported).
To request a number, go to the "Texting" section. If your account has a business address on file with us, we will provide a number based on your zip code. If we do not have your business address on file, you may request a number based on the desired area code.
Once a number is assigned, it is always displayed on the top left-hand corner.
Start texting by clicking on the blue button next to your phone number. You may type in a name to search for a contact.
- If a contact does not have a number, we will ask you to enter the number prior to texting
- If a contact has multiple phone numbers (this is very common), you will be asked to select a number to text with.
Individual image attachments cannot exceed 1.7 MB, and the total for all attachments in a single message cannot exceed 3.5 MB. We recommend keeping PDFs under 1 MB for optimal performance.
Managing Text Notifications
You can manage text notifications by going to Settings (under your name on the top-right hand corner) and scrolling down to the notification section.
Using Auto-Reply with Levitate texting
There are two types of auto-reply for texts received in Levitate
General Auto-Reply
This type of auto-reply can be turned on if you're out of office for an extended period of time, but has to be turned off to stop sending a reply. It's best for when you go out on vacation, medical leave, or need all of your text messages coming through at any time to get an auto-reply message.
Auto-Reply for outside of business hours
In Levitate, your Success Specialist cam help you set business hours that dictate when your emails and text messages send out from you— but now, you can also use those business hours to decide when an auto-reply will go out. If you'd like to have a message for contacts that send you a text outside of your business hours that are set on Levitate, we can do that! It doesn't need to be turned off and on, just write a message and toggle it on once.
For example, if someone texts your Levitate number at 8PM, but your business hours end at 6PM, they will get an auto-reply from you!
Here's what an auto-reply can look like:
And here's what the setup looks like:
You'll go to Texting and click 'Manage Automatic Responses' in the upper right corner. From there, you'll get this pop-up to fill out
Just so there are no double auto-replies going out, you can only have one of these enabled at a time.
If you choose 'Enable Auto Reply' that will send every text you receive an automatic reply, regardless of the time of day or day of the week.
If you choose 'Enable Auto Reply after business hours' you will only send an automatic reply if you receive a text outside of your set business hours.
In the instance of a Shared Number for texting, only the Owner of the number can set up Auto-Reply for the number.
A contact has multiple phone numbers on their contact profile, is there any preference when starting a text?
If there is a number that's been identified as a mobile number, we will attempt to text that first. Otherwise, if the numbers are al ljust listed as 'phone number' we will attempt to text based on what's listed on the contact profile first.
Text Campaigns
Click here to learn more about Text Campaigns!
Texting & Automation
Click here to learn more about Texting & Automations!
Do's and Do Not's of Texting
Texting is another channel for you to communicate with your clients. As with emails, there are some good practices we recommend, and situations to avoid.
DO introduce yourself in the first text.
DO keep it personal and conversational — we included emoji's!
DO keep it short.
DO reply promptly.
DON'T mass blast — just as with emails, you must comply with the CAN-SPAM act. Similar to email addresses, your phone number can also be flagged for spam and be rejected by carriers. Levitate is not providing the mass blast capability for this initial release of the texting feature.
DON'T text clients at night — keep it during business hours.
DON'T text a client if they prefer another communication channel. Create a key fact to remind yourself their communication preference.
For more tips and texting use-cases, please watch our Webinar recording here.