Documentation Team
Articles
-
Adding Contacts
To send a review request, campaign, payment request, or text to a customer in the Broadly app they must first be added as a contact. There are several automated and manual ways to add customers to ...
-
Add From File
The Broadly Desktop App offers an "Add From File" tool that allows you to add multiple contacts into the Broadly app and send them review requests all at once. When using this tool, remember that...
-
Connecting Your Business Landline to Broadly
If you are using a landline for your business, you will have the option to connect that phone number to Broadly once the SMS registration is completed and approved. When your landline number is co...
-
Terms of Service/Privacy Policy
Broadly's Terms of Service and Privacy Policy can both be found on the Broadly website. You can also view these in your Broadly App by going to Account on the lower-left corner of the screen and se...
-
Invoice and Receipt Requests
Your first invoice will be emailed to you within 24 business hours of signing up with Broadly, and this serves as a receipt of your payment. If you need a copy of your invoice/receipt after the fir...
-
Device Notifications
With the Broadly App, you can receive notifications on your mobile device or desktop. To turn on app notifications on your mobile device or desktop, please do the following: *Once you have turned o...
-
Editing Your Information
You can update your own app profile information (name, phone number, email, or job title) at any time. Go to Account in the lower left-hand corner of the screen. Then, select your name at the top o...
-
Notifications
Enable Notifications To receive notifications of your customer interactions on your mobile device or desktop computer, you must first enable notifications from Broadly for your device. Manage Broad...
-
Downloading the Broadly App
The Broadly App allows your business to easily communicate directly with your customers. You can manage your online reputation and customer communications all from one app. Desktop Computer Log in ...
-
TCPA Compliance
What is TCPA? The Telephone Consumer Protection Act (TCPA) is a United States law that regulates certain communications made via telephone, text (SMS), and other automatic telephone dialing system...