Account

Individual and Team Texting Identification

If permitted by your organization, you can control whether your first name is used in your opt-in message at the beginning of a conversation, or you can choose to allow the first name of your staff/delegate to be included on messages they have sent. This allows your office to decide whether to work as a unified individual or a unified team.

 

Changing the Name Used in the Opt-In Message

  1. Log into Hearsay Relate on your computer.
  2. Click Account from your main navigation.
  3. Scroll down to Consent Message.
  4. From there, choose either:
    • Use the first name of the Workspace Owner for the opt-in request
    • Use the first name of the Session User for the opt-in requestScreen_Shot_2020-09-28_at_5.18.35_PM.png

 

 

Appending the First Name of the Session User to a Text

If enabled for your organization, the first name of your staff/delegate will be included at the beginning of a text. If your organization permits, you can turn on/off this feature on your Accounts page under the heading Team Texting Identification.

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