Accessing the Text Manager

Navigation: Communications > Texts

1. From the bottom navigation bar, click Communications 
2. Click Texts. The Text Manager will display.
   
   
   

 

Text Manager Overview

Field	Description
1. Search Table	Enables you to search the list of texts
2. Filter	Enables you to filter the list of texts (e.g., Types, Status, Created By, Recipients, Updated On, Sent On, Tags)
3. Columns	Enables you to select which column headers to display
4. +Create	Enables you to create a text
5. Name	The name of your text
6. Description	The description of your text Tip: Although Description is not a required field, we recommend that you describe your text to help other staff members easily identify it.
7. Status	The status (e.g., Draft, Error, In Progress, Queued, Scheduled, Sent) of your text
8. Created By	The name of the staff member who created the text
9. Created On	The date the text was created
10. Updated By	The staff member who last updated the text
11. Updated On	The date the text was last updated
12. Sent On	The date and time your text was sent
13. Tags	Displays the tag designated in the text, if applicable

 

Using the Text Manager Filter

Adding Filter Criteria to the Text Manager page

1. Click the Filter dropdown menu
2. Select the criteria you’d like to filter on the Text Manager page
3. Click Confirm
   
   
   

Removing One or More Criteria from the Text Manager page

1. Click the Filter dropdown menu
2. Uncheck the criteria you want to remove from the filter
3. Click Confirm
   
   
   

 

Removing All Filter Criteria from the Text Manager page

1. Click the Filter dropdown menu
2. Click Remove Filters