You can easily message your contacts through the Broadly App. This feature is useful if you would like to set up appointments, confirm services, or provide quotes.
- Messages out of the Broadly app are sent as a text if there is a number that can be texted included in that customer's "Contact Info."
- If there is only an email listed in "Contact Info" then the message will be sent to the customer as an email.
- If both are listed but a customer prefers email over text, you can adjust their Contact Method.
Messaging an Existing Contact
- In the left-hand menu, select the "Inbox" option and then navigate to the "Search Contacts" box at the top of the screen.
- Type in the name, email, or phone number of the contact you'd like to message.
- Then, select the contact's name and you will be taken to the conversation view for that customer.
- At the bottom of the screen, enter your message into the field where it says "Reply to..." and select "Send" on the right.
Messaging a New Contact
- In the left-hand menu, select the "Inbox" menu option and then navigate to "Add" at the top of the screen.
- Type in the name, email, and cell phone number of the contact you'd like to message.
- Select "A later time slot"
- Click "Add contact."
- You will be taken to the conversation view for that customer.
- At the bottom of the screen, enter your message into the field where it says "Reply to..." and select "Send" on the right.