Creating a Text Messaging Button in the App
Objective
This SOP outlines the steps to set up a text messaging button within the app, allowing users to easily send text messages directly from their app.
Key Steps
Step 1: Access the Detail Page 0:00
Navigate to any detail page in the app.
Locate the Buttons section on the page.
Click on 'Add Button'
Label the button (e.g., 'Text Us').
Step 3: Set Button Action 0:16
Choose the action 'Send Text Message'.
Enter the appropriate phone number for the text message.
Step 4: Customize Button Appearance 0:36
Select an icon from the suggestions provided.
Step 5: Save the Button 0:48
Click 'Add Button' to finalize the addition.
Then click 'Submit' to save the changes.
Step 6: Add Text Messaging to Header Buttons 1:01
Navigate to the header section of the app.
Click on 'Actions' and select 'Send Text Message'.
Enter the phone number and set the caption (e.g., 'Text Us').
Click 'Submit' to save.
Step 7: Add Text Messaging to Events 1:33
Go to the events section and select the event you want to edit.
Click 'Add Button' and choose 'Send Text Message'.
Enter Phone number and choose Icon
Cautionary Notes
Ensure the phone number entered is correct to avoid sending messages to the wrong recipient.
Test the button functionality after setup to confirm it works as intended.
Tips for Efficiency
Use consistent naming conventions for buttons to enhance user understanding.
Regularly review and update phone numbers associated with text messaging to ensure they remain current.
Link to Loom
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