Getting Started with Broadly

What is Broadly?

Broadly helps you attract the right customers, provide them with the best experience possible and keep them coming back. By increasing reviews on Google, Facebook and other sites we help you stand out from your competition and be the clear choice in your area. We also bring leads from your website, Google My Business, Facebook Messenger into one place. Broadly allows you to text your customers back ASAP so you can provide an unrivaled one-to-one customer experience.

Logging into Broadly 

Search for the email titled "Your Broadly App Login" that contains your username and password. If you have not received this email confirmation, confirm with your Broadly admin that they have followed the steps in Adding & Editing Team Members or contact Broadly Support. 

If you're on your desktop go to app.broadly.com and use the information from the email mentioned above to log in. You can also access Broadly on your smartphone or tablet by downloading the Broadly App.

*The Broadly App is supported on iOS 10.0 and up, and on Android OS 4.1 and up.

Secure Your Password

1. In the Broadly app, select "Account" in the lower-left corner of the screen.
2. Then, select the "Security" tab.
3. This will open an additional page on the right-hand side where you can update your password. 
4. Once you have the new password confirmed, save it by clicking on "Change password".

Enabling Notifications

1. In the Broadly app, Select "Account" in the lower-left corner of the screen.
2. Select "Notifications."
3. The screen that populates will allow you to adjust your notification preferences.
4. Please refer to our article on Device Notifications to enable notifications for Broadly on your devices.

Inbox

Select "Inbox" on the main menu on the left side of the screen. You’re now in your Broadly Inbox. The Inbox is the central location for all your customer communications and where you will spend the most time while using Broadly. Here, you are able to respond to leads, text your customers, send a review request, request payments, and manage your customers’ contact information.

Practice Navigating Inbox

Still a little confused? Here’s an exercise to help you practice:

Select "Inbox." Then, at the top of the screen select "Add." In the menu that populates select "Add Contact." 

Input your Name, Cell Phone Number, and Email, and toggle "Send a review request" to no. Then select the blue "Add Contact" button below.

You will automatically be taken to a conversation screen where you can send your newly added contact a text at the bottom of the screen. Send yourself a test text to see how you can text your customers out of the Broadly app!

In the lower left-hand corner of the conversation view, you can also test sending yourself images, attachments, invoices, quotes, and review requests. If you click on the "+" symbol in the text bar, a pop-up box will appear with these options.

In the upper right-hand corner of the conversation view select the three vertically stacked dots to access Following and Assigning Contacts, Notes for Contacts, and Editing & Deleting Contacts.

This exercise should give you an idea of how to navigate the Broadly app and manage customer communications in it. If you have further questions please reach out to Broadly Support.

Dig in Deeper...

• If you will be sending review requests via Broadly check out our article on Adding Contacts.
• If you will be initiating and/or responding to customer communications check out our articles on Inbox and Adding Contacts.
• If you need to add additional team members to Broadly, read up on Adding & Editing Team Members.
• If you would like to grow your online presence on additional review sites take a look at our article on Connecting Online Profiles.
• If you will be sending Payment requests check out our article on Payments.
• If you’re looking to expand your business’s online reputation read up on Connecting Online Profiles and Responding to Google Reviews.
• If you’d like to engage more potential and repeat customers, check out Campaigns.
• If you have Admin access and are interested in customizations available with Broadly check out Web Chat Customizations, Outbound Messaging Customizations, Team Permissions, and Data Sources.