How to set up your account
Welcome to Respond Flow!! With this article, I will give you a quick overview of Respond Flow. You have logged in and by default are now on the Dashboard page. This is where you will see information about how your account is growing, how many contacts you have, and how many people have opted out of your texts. You can segment the information by date range as well to help analyze what texts triggered the most responses. Once you start texting regularly, your graph might look something like this ⬇️.
Lets's go over the menu icons and what they mean. There are several different important tabs in Respond Flow and it's essential to know the differences.
|Dashboard - Homepage and analytics for Respond Flow|
|Conversations - Where you will Respond to customers and get their responses.|
|Waves - Respond Flow's Mass Messaging tool|
|Flows - Respond Flow's automatic messaging functions. (useful for welcome messages and more).|
|Contacts - This is your database for all contacts, lists, and custom fields.|
|Templates - Where you will store your messages.|
Now let's navigate to the Settings dropdown located in the top right of your Respond Flow account - To set things up we need to be in Account Settings.
Here in Account Settings, this is what you should see. From here you can add users/accounts, set up call forwarding, and more.
|General account information|
|Select your plan|
|Add accounts or select accounts to edit|
|Create a group of accounts and manage|
|Add and edit user permissions|
|Segment, organize, and target contact lists.|
|Currently available integrations|
In the Accounts section, you can click on an account and edit specific things tailored to that account. For example, editing the card you use for billing.
Once you select the account you will see the general account information. This where a lot of the information for USER-based custom fields is stored. Please take a moment to fill out all of the information!!
Once you have your account settings set up you're ready to get started.
We suggest going in this order:
3) Send Wave