PLATFORM WORKFLOW

Task Description: Send a Text or Email from the Communication Panel

Objective: To show Organization Admins and Users how to send a text or email from the Communication Panel

Organization: Under Admin or System User

System Permission Level: System Admin or System User


Step 1

Go to www.growthpowersuite.com and click the green Login button. 


Step 2

Enter your username and password then click the blue Login button. 


Step 3

Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.


Step 4

Click on the Communication Panel tab in the Module Menu Panel.


Step 5

The Communication Panel screen will appear. If the contact was previously communicated from a sequence or prior text, their name can be found under the Unread, Recent, All, or Archive Tabs. Select the contact you wish to send a text or an email. 


Step 6

To send a text, select Send SMS in the middle panel and click the expand icon.  


Step 7

A textbox will appear for you to compose the message. Once you have constructed your message, click the blue Send button to send the message.


Step 8

To send an email, select Send Email in the middle panel and click the expand icon.


Step 9

A box will appear to compose your email. Add a Subject and write out the email in the space provided below. Once you have constructed your email, click the blue Send button to send the email.