Everything’s better with a team by your side. Today we’re excited to announce a new feature that makes it easier for different departments, locations, or sales agents to collaborate. We call it teammates. Here’s how it works:
Teammates are sub-accounts that live beneath your admin account. You can assign teammates access to different phone numbers. Here’s how this new feature can benefit your business:
First, let’s walk through how to set up an additional number on your account. Click your profile icon then Numbers.
Click Add number and select the type of number you want.
To get started immediately, select a local number. You can also text-enable your number or connect a vanity toll-free number acquired from a third-party such as 800.com. You cannot add a second short code at this time.
Type in your area code to see a list of available numbers.
Select the number you want and click Get this number. The last step is to give your number a description, such as “Sales” or “Customer Service.”
Done! Your account now has two numbers. You can choose which one you want to use by visiting the Inbox and selecting from the dropdown.
It’s important to note that additional numbers can only be used in the Inbox. They cannot be used to send campaigns.
Whether you have one number or several, it can be helpful to add teammates to your SimpleTexting account. To do so, click Team.
Next, click the blue Invite teammates button.
We know it’s important to work together, without getting your wires crossed.
That’s why we’ve added the ability to select what number your teammate should have access to.
For example, you can have one number for support and another for sales. Give managers access to both numbers and agents access to just their team’s number.
What if you’re a restaurant, and you don’t want one location to accidentally send a message to another location’s list of subscribers? Or an agency that doesn’t want one client to see another client’s contacts? All you have to do is restrict list permissions.
When you restrict list permissions, your teammate will not be able to receive new incoming messages from people outside their assigned list(s).
If you use texts to provide sales, support, or send any other kind of 1-on-1 message—we highly recommend allowing full list permissions.
In other words, only restrict list permissions if you don’t plan to assign your teammate their own numbers.
Once you send an invitation, you’ll be able to see whether or not it has has been accepted.
Once a teammate has accepted your invitation, you can assign conversations to them. All you have to do is select their name from the dropdown at the top of your conversations.
Our product team is currently working on more exciting updates to SimpleTexting. We’re not ready to share exactly what they are just yet. But let’s just say if you’ve ever wanted to send an OOO text message, connect SimpleTexting directly to other apps, or send MMS messages via the Inbox—you’re in for a surprise. 😉