2 min readCommunicate with your leads and reach out to new leads. This tutorial explains how to organize your contacts with tags and how to send a broadcast (mass) message to your leads. Lead Communication and Outreach 1. Adding a Tag to Your Lead’s Contact Profile For this tutorial, weβll use your personal number as the βleadβ…
Category: Playbook
Getting Started with Inbound Sales
2 min readUse Beetexting to gather and engage with your inbound leads Keywords are one way you may receive inbound leads. Follow these steps to learn how to create keyword automations that include tags and how to respond to your inbound leads. 1. Create Opt-In Keywords A keyword opt-in is created so people can text you a…
Basics of Account Management
2 min readLearn how to use Beetexting for account management Stay in touch with your customers by sending update texts, recognizing anniversaries or birthdays, and checking in to see if they need any help. Learn how to add tags, notes, and schedule check-in messages with your customers. 1. How to Add Tags and Notes to Your Customer…
The Basics of Customer Support
2 min readCustomer Support These basic tutorials are a quick start to the myriad of tools available to you for customer support! Jump-start your business’s customer support by learning how to add new users and transfer conversations. Add a New User 1. Adding a New User Users are members of your team using the Beetexting app. Adding…
The Basics of Promotional Marketing
2 min readPromotional Marketing We’ve created some basic videos and how-to guides below in order to get your promotional marketing started quickly and easily! Our hope is you complete these three tutorials and feel comfortable executing promotional marketing efforts for your business or organization. Create a Keyword Opt-In Opt-In to Your Marketing Messages Send a Broadcast Message…
Your Beetexting Trial: The Basics
2 min readWelcome to your Beetexting trial! We’re excited to show you all the ways you can use Beetexting to communicate intentionally with your customers and sales leads. You’re a busy person so we’ve created some really easy beginner how-to’s in order for you to get comfortable with how Beetexting works at its most basic function. The…