How to Read Your Record

This video describes how new, Unread, Inbound Texts will blink, forward, and route in an effort to get a live person to answer them. If no one is available to answer an Unread, Inbound Text, then the contact owner's Automator will send out an out-of-office Auto-Reply on their behalf. Please remember to mouse-click on blinking, unread inbound bubbles, indicating that you have READ the message. Mouse clicks on inbound texts will mark them as Read, which turns off the Automator running behind the scenes.

 

By default, these Automator features will attempt to find someone on your team who can read, and respond if necessary, to new inbound texts. If these forwarding, routing and auto-reply behaviors are not desired, they can be turned off in your Preferences -- Automator settings area.

 

This video also covers other parts of your Record area - which is sorted with the most recent in or outbound texts appearing at the bottom with older messages floating up towards the top. The most recent message bubble for each contact has an associated Contact Drop Down Menu located to the immediate left. Here you can Print, Look-up the contact in the Phonebook, Add Notes, Mark with Flag or Stop All, Add to Sales Groups, or Re-assign the contact to another member on your team.

 

You can view the Legend located at the top of the Record by clicking on the iViP button. Underneath the Record area is the Queue - where future, outgoing Scheduled and Group Sends are stored. There are edit and delete buttons to the immediate left of each message waiting in your Queue.