What is SMS Service?

How do I add SMS Texting Service to my RingByName Account?

Next, from the Navigation bar at the top of the screen, select "RingByName Setup".

Then click on the campaign you've registered from the list that appears (If no campaign is listed you'll need to reach out to our service team to have SMS enabled). Once you've selected your campaign, you'll be able to select which phone numbers will use SMS. Select them, on the list on the right, and tap save. There are also auto-text options here you can customize for your end users. 

Lastly, Select 'Ringbyname Setup' at the top, then 'Phone Numbers' on the left hand side. 

How can I send an SMS Text message?

Sending a text message from a contact card for an existing client:

1. Open an existing contact and click on the SMS icon located below the note entry area (inside the white box area).
   
   
2. Enter a message in the section labelled "Write an SMS..."
   
   
3. Select one of your SMS enabled telephone numbers in the "From" drop-down
   
   
4. Select the telephone number you would like to send the SMS message to in the "To" drop-down.
   
   
5. Click on the Send button.
   
   

Sending a contact to a new contact:

1. Click on the SMS icon located at the top of the RingByName web application
   
   
   
2. Click on the create new message icon .
   
   
   
3. Enter a number in the search field. If it is found on an existing record it will be displayed. If it is a new number, a clickable link will appear for the number. Click on it to begin a new SMS message.
   
   
   
4. Select an available SMS number on your account from the drop down box.
   
   
   
5. Compose your message and click the send button.
   
   
   

How are SMS Text Messages stored in RingByName?

How can I access old my SMS Text Message history?

What does SMS Text Messaging Cost? How many texts can I send?

Does RingByName offer Toll Free SMS Text Messaging numbers?

Does RingByName offer International SMS Text Messaging numbers?

Why don't I receive pictures that have been sent to my SMS number?

How do I send pictures/files via text message?

Will I receive notifications when a new text message is received?

Can I assign the text message conversation to a team member?

1. Click on the SMS icon located at the top of the RingByName web application
   
   
   
2. Click on a conversation you would like to assign from the listing of SMS conversations.
   
   
3. Click on the Unassigned icon and select a user to designate as the conversation owner. The conversation owner will be the only individual that can mark a conversation as read or delete a conversation. They also receive notifications of new messages for that client, however any user that has been granted access to the SMS feature can read and reply to an SMS.
   
   
   

How can I change ownership of a text message conversation?

How do I grant my team members access to use SMS?

1. Login to your RingByName account at https://login.ringbyname.com
   
   
2. Click on your name in the top right corner and click on your name, then click on "System administration" from the drop down menu. If it does not appear, then you do not have administrator permissions to your system.
   
   
   
   
3. Click on "RingByName Setup" from the navigation bar at the top of the screen.
   
   
   
4. Click on the "Phone Numbers" icon located on the left side of the screen.
   
   
   
5. Locate and click on one of the locate your SMS-enabled number from the list of your company numbers. 
   
   
   
6. Scroll to the bottom of the phone number settings located in the last column. Click on all users that should be granted access to receive or send SMS messages, and click "Save".
   
   
   

Why can't I see everyone's SMS conversations? 

Only administrators can view all SMS conversations. In the SMS section, there's a dropdown list where you can select 'Direct SMS of Users'. Here you can see all the direct SMS conversations belonging to team members for review or managing purposes. The section is for review only. We recommend limiting agents to using company numbers if you have a team of agents responding on behalf of one another. 

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What is auto-text, how do I customize it? 

On your RingByName system, admins begin by logging into the system administration panel. In the web application, click on your name in the top-right corner and click on the "Go to System Administration" link.

Next, from the Navigation bar at the top of the screen, select "RingByName Setup".

Then click on the campaign you've registered from the list that appears (If no campaign is listed you'll need to reach out to our service team to have SMS enabled). Once you've selected your campaign, you'll be able to select which phone numbers will use the messages you create!

Below the list of phone numbers you'll have text boxes for each type of message. Select a DID to get started, and fill in the automated messages on the right.

• Opt-In: The first message between you and a client when this campaign is enabled will generate this message. So if you text the client or they text you, they'll also get a copy of this message.
• Opt-Out: When a client sends STOP this is the last message they will receive. until they say START or RESTART
• HELP: When a client sends HELP this is the message they will receive.

We recommend you include your company name in all messages. We also recommend including any information relevant to whatever service the client is being provided with. If its marking advise them they're opting into upcoming deals. If its account information advise them that you'll only send them appointment or billing details. We recommended including the commands start, restart, stop, and help. You'll be able to include links especially if HELP should go to a web page or emergency contact options. We recommend adding "message and data rates may apply," to your opt-in messages.

What are the requirements for Opt-In, Opt-Out, Help?

The only requirements are that these messages include some clear point about what they do. While we recommend including details like msg/data rates may apply, the only requirements are that opt-in (texting 'start') conveys to clients they can receive texts and that opt-out (texting 'stop') conveys to clients they'll no longer receive messages. Since a client who sends 'stop' can't get any new messages, we would recommend adding something like 'if you'd like to be able to communicate with us again, please text 'start'". It can save them a lot of trouble if they've accidentally texted 'stop' to your business.

How do I know if a client has opted out?

When the last message they sent was STOP, they've opted out. If your still unsure, you can try messaging that client and on your sms attempt you'll see the following error message 'This number is on the opt out list and cannot be sent messages.'

I need to update a lot of numbers or a specific campaign of numbers!

At the bottom of your list of numbers you can select the link in blue 'set Auto Responses for multiple numbers' at the bottom of your page to update multiple numbers or a particular campaign and all their messages at once.

Click on "RingByName Setup" from the navigation bar at the top of the screen.

Click on the "Phone Numbers" icon located on the left side of the screen.

Locate and click on one of the locate your SMS-enabled number from the list of your company numbers.

Scroll to the bottom of the phone number settings located in the last column. Click on all users that should be granted access to receive or send SMS messages, and click "Save".

Are there any rules or regulations to using SMS or group SMS? How about Bank Pin verification?

It is important for you to know there are very few SMS systems approved for text pin confirmations with banks that work via VOIP. We have confirmed that Zelle particularly rejects VOIP based Text messaging confirmations from virtually all VOIP carriers. There is also strict character limit per text of 2048 characters per message. Please be sure to limit your messaging to roughly 2000 characters per message for fastest delivery.

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