Customers who began service with VirtualPBX before April 26, 2022 are encouraged to use the new VirtualText App but must work with the Customer Service Team to convert their account before they are able to proceed. Set up a time with our team here.
Setting up a VirtualText user will pull the same email address from the user itself. Each email address can only be used once in VirtualText, similar to the Dashboard restrictions. If you need additional plan users to allow more users in VirtualText, please speak with our Services team for pricing.
As an admin, log in to your Dashboard. Go to Users on the left side menu
Once you click Save Changes, the user is created in VirtualText with the same level of permissions as in your Dash account. Meaning an Admin in Dash, is an Admin in VirtualText.
The user will get an email with their login credentials for use with https://virtualtext.app/
To add contacts, click on Contacts on the left menu.
When adding contacts you have two options.
Note, if you go to the import Contacts section, there is a download sample of the CSV file.
Conversation history is only available per user for each phone number while it is ACTIVE or ACTIVELY shared with that user. In other words, texting history for a number will not be transferred to a user who just started using a given number.
To start a conversation:
You can then type your message, use the paper click to add an attachment, such as an image or other media (MMS). You can also click the arrow pointing to the left below the attachment to insert a “Canned Response”.
You can also create canned responses to send quick replies out.
To create one, go to “Canned responses” on the left and then click on “Add New Response”.
From there give it a title and enter text in the message body. There are also two additional functions you can use.
[first] (e.g. Jane)
[last] (e.g. Doe)
[suffix] (e.g. Jr.)
Example: “Hi [first]. I am out of the office, I will reply when I have a chance. Thank you.” This response will pull the first name out of the contact and include it in the message. If you only have the number in the contact, then it will fallback and use the number instead.