Creating Lists

• Call List

  • you will be directed to this screen after tapping on the continue button where you will be able to update the settings before creating the list.

• • Call List Settings

• • • List Name
      When tapping on this you will be able to edit the current list name.
    • Assignee
      When tapping on this you will be able to select someone from within the agency.
      • you can search the list of users
    • List Expiry
      When tapping on this you will be presented with 3 options of:
      
      • 1 day
      • 1 week
      • 1 month

• • Recurrence
    
    • When you select a day, a list will be generated for that day every week.

 

 

SMS List's

 

 

When Creating New Templates:

This is a single message template, all replies will go straight into your inbox. You can always continue the conversation by replying with SMS from follow-ups in the Inbox. 

 

When on the Template screen:

 

You have a can type your custom message. Use the relevant “Merge Fields”.

 

 

By default your user sign-off will be added. Eg (John Smith XYZ Real estate)

Adding Opt-outs in your messages is mandatory to ensure you comply with legal requirements. You will be asked to acknowledge that you have added an Opt-out: eg. Reply STOP to unsubscribe.

 

 

Choose a name of your template. Tip make this a Name that defines the template so you know which one to select if using it in the future.  Eg.  'Christmas template ”

 

This is single message template, all replies will go straight into your inbox.

 

If choosing existing template:

 

• • Choose a Template

    The second screen in the SMS List creation is selecting from a list of conversation templates.

    • You will be able to search for a template

    • Able to scroll through the available templates

    • After selecting a template you can tap on the next button

    • You will be able to view the existing template on the web which will direct out of the app into their default phone browser by tapping on View Template on Web.

    • Any template that uses a topic will not be displayed in this list.

 

• • SMS List Settings

The last screen in the SMS List creation is the list settings options:

• • SMS Settings
    When tapping on the SMS Settings you will have two options:
    • Conversation Template
      • You will be able to search or scroll for an existing template and select from the available options
      • You will be able to view the existing template on web which will direct  out of the app into their default phone browser by tapping on View Template on Web.

• • • Send From
      • you will be able to see their available RiTA Numbers if they have more than one

• • List Settings

When choosing the List Settings they will have two options:

• • • List Name
      • you will be able to update the list name to whatever they would like and save it
    • Assignee
      • This will allow you to reassign the list to another user in the account that they are able to see / access (admins can see everybody, people within a team should be able to see their team members)

• •  

• • Recurrence Setting

When choosing the Recurrence Settings you will have two options:

• • • Select the days the list should recur from Sunday to Monday
    • Send Automatically
      • you will be able to select a time of day the list will be automatically sent out on
    • Send Manually
      • This will require the you to manually send out the list on the given day they have selected