Your Beetexting Trial: The Basics

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Beetexting

2 min read

Welcome 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 Basics

1. Text Your Beetexting Number

Start by just getting a feel for how Beetexting works. The most basic feature is simple one-to-one messaging.

  • To begin, simply send a message from your personal number to your new Beetexting number. (While you cannot initiate a text conversation from your Beetexting number until your business verification is complete you can reply to people who initiate a conversation with you first.)
  • Open the Beetexting app on your desktop computer.
  • You'll notice a small red notification hovering over messages in the upper left corner of the screen. That's your message!
  • Select Conversations in order to view your messages.
  • Your unread message will be in bold.
  • Select your message and check out everything you can do with inbound messages:
    • Update the contact profile on the right - add a name, tags, change information, add notes etc.
    • Select the "actions" button at the top of your message to transfer a message to a team member, archive messages, unclaim, and/or export.
    • Below your message there is another set of features - attachments, emojis, gifs, internal notes, templates, message scheduling, request payment, request review, send your vcard, send a health screening.

2. Text Your Personal Number

Now that you've tested out texting your personal number from your Beetexting number it's time to reply to your personal number from your Beetexting number.

  • Open the Beetexting app on your desktop computer.
  • Simply reply from your Beetexting number to the text message you sent from your personal number.
  • Use the text box at the bottom of your conversation to write your message.
  • Compose a message - take this opportunity to try out adding a GIF and/or emoji.
  • Once your message is ready select send.

3. Add Yourself as a Contact

Now that you've tested out the one-on-one messaging it's time to create a contact.

  • Open the Beetexting app on your desktop computer.
  • Select contacts in the upper row located to the right of conversations.
  • Select the plus sign icon to create a new contact.
  • Add your own personal information to see how this works.
    • Note: towards the bottom, the form asks you to add tags. Tags are words used to describe your contacts so you can identify groups of common contacts for sending mass messages. We'll cover tags in another section. For now, feel free to leave tags blank to add the word "trial".
  • Once you've filled in the information, select "create contact"
  • Now that you've created a contact every time you interact with this contact their profile information will appear on the right side.
  • Great work! You added your personal contact information as a contact.