Creating a Text Messaging Button in the App

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.

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