3 min readCalendly Workflow Automations The Calendly integration with Beetexting offers more in-depth workflow options within the Beetexting app. This integration bolsters your sales and marketing efforts by including the workflows inside the Beetexting app. You can keep all your activity in one place including tagging leads and customers who schedule a meeting with you, attend your…
6 min readAutomations can vary from simple to advanced. In the Get Ready for Inquiries section we discussed and set up three different types of automations: out-of-office automation, meeting automation, and sequence automation. Digging Deeper into Automation Let’s dig deeper into the Beetexting automations feature. We’ll walk through: an example of how a business uses automations, a…
< 1 min readSetup your review site to request 5-star reviews from your customers via text. Reviews are a tremendous help in growing your business. They are also difficult to collect! Send review requests to customers easily with the request review feature. How to Set up Your Review Site Set up Your Review Site. Go to the Beetexting…
< 1 min readSend invoices to customers over text. Beetexting has an integration with the highly popular and secure payment processor, Stripe. Set Up Your Seller Account to Recieve Payment via Text The first thing you need to do is create an account with Stripe if you don’t have one. Once you have an account with Stripe you…
2 min readBroadcast messages are mass messages sent through text to your opted-in customers and/or leads. Similar to email marketing, you create one message and send it to a large number of contacts who receive the message individually to their phone number. How to Create a Broadcast Message Create a broadcast message Start by selecting ‘Tools’. Select…
< 1 min readTags are short descriptive words or phrases added to contact profiles. Tags are how you organize your contacts and how you identify specific groups of contacts for sending messages to multiple contacts at one time. How to Tag Contacts: Two Ways Tag contacts from their contact profiles Open the Beetexting app on your desktop computer….
2 min readBefore you begin importing contacts, please review the consent guidelines for texting in order to have a successful and thriving texting experience with your customers and leads. Texting Consent Guidelines How to Import Contacts Did you watch the consent video? Great, let’s move on to importing contacts! Open the Beetexting app on your desktop computer….
< 1 min readNow it’s time to tell the world about your newly text-enabled number. Brainstorm how to implement your text-enabled number(s) into your individual work info, account info, customer support info, and sales/marketing info. Ideas: Where to Post Your Number Email signature: Update your signature wherever you communicate (Outlook, Google, etc) to include your new number. Make…
< 1 min readNurture your sales leads and customers with sequence automations. A sequence automation is a series of text messages sent automatically to contacts on a specific schedule you choose. Typically, a sequence is triggered by when a lead/customer texts you a specific keyword that is programmed to initiate the sequence. How to Create a Sequence Automation…
< 1 min readCreate a meeting automation so that people can schedule a meeting with you quickly and easily! How to Create a Meeting Automation Let’s create a simple meeting automation that is triggered by a keyword. You can share this keyword with anyone who wants to schedule a meeting with you for easy calendar sharing. Open the…
