Creating a Group Text on the Hearsay Mobile iOS app

Group Texting allows users to send and receive messages as well as share files (in JPEG, GIF, and PNG formats) with groups of up to 9 contacts simultaneously, while also meeting compliance guidelines. Group Texting makes several use cases possible, such as allowing a wealth advisor to simultaneously hold conversations with multiple individuals in a household, or empowering an insurance agent to communicate with many different team members in a client organization at the same time.

Hearsay Mobile Group Texting Video

Create a Group Text on the Hearsay Mobile iOS app

To create and send a Group Text on the Hearsay Mobile iOS app, follow these steps:

  1. Open the Hearsay Mobile iOS app on your iPhone/iPad. 
  2. In the bottom menu, tap Conversations.
  3. In the top right of the screen, tap the New Message icon.
  4. Select Group Message from the menu.
  5. Search for and add between 2 and 9 contacts that you would like to include in the group text. Only contacts who have opted in to receiving messages appear in this list. If a contact has not opted in to receiving messages, they must complete the organization’s opt-in process before that can be added to a group. Toll-free numbers cannot be added to a group.
  6. Confirm if all the necessary contacts have been added to your group, and in the pop-up window, tap Yes, Create Group. If you need to add more members, tap No, Add More Contacts. Once a group has been created, new contacts cannot be added and existing contacts cannot be removed from the group.
  7. Enter a name for your group and tap Next.
  8. In the Group Participants dialogue box, tap Done.

Your new group appears in the Conversations tab and you can start sending messages to it.

   

 

After you send a message to the group, a checkmark indicates the text was sent to the carrier successfully. Once the text is received by group members, anyone in the group can respond. 

Hearsay Mobile Group Texting Video

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