Getting started with Respond Flow: Setting up your account

This article will cover the various different sections of Respond Flow and how to start texting.

Welcome to 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 ⬇️. 

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Sidebar Menu

Now that we have made ourselves familiar with the Respond Flow Dashboard. Lets's go over the sidebar menu icons and what they mean. There are several different important tabs in Respond Flow and it's essential to know the differences. 

image-png-Nov-10-2020-05-39-10-32-PM 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 pre-written messages that can be used in the various sections listed above. 

Organization and Account Settings

From here, let's navigate to the Settings dropdown located in the top right of your Respond Flow account -  This is where you can do things like change billing info, add users, configure call forwarding, and more. This is what you should see once you click on the button: 

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GENERAL - General information used to populate User-Based custom fields. Also, this section gives information to help us better understand your use case.

BILLING - This section is for selecting a Respond Flow plan or upgrading your current one. 

ACCOUNTS - Where all of your account-based information is stored including payment information.

GROUPS - Groups are for any organization that has multiple phone numbers attached and wants to send a Wave out from all of them at the same time. If you need help configuring groups, please contact max.jenkins@respondflow.com.

USERS - Add, remove, or edit existing users. Each user must have a unique email and phone number. 

INTEGRATIONS - Shows our various integrations and any information needed to set them up. 

DEVELOPERS - Information needed by your developers to build an integration or custom solution around Respond Flow. 

Accounts

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 or setting up call forwarding. Call forwarding allows people to call your text number and have it routed to a cell phone or landline.

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Once you select the account you will see the general account information. This is where a lot of the information for USER-based custom fields is stored. Please take a moment to fill out all of the information!!

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Next Steps

Once you have your account settings set up you're ready to get started.

We suggest going in this order: 

1) Upload contacts

2) Create a template

3) Send Wave

4) Create a Flow