TextUs Training Guide
Signatures, Auto Replies, and Message Templates
Signatures
Signatures are an easy way for you to identify yourself to your contacts. This way you can avoid responses that say "who is this and how did you get this number?"
How to Add Your Signature:
1. Click on the pencil icon on the left navigation bar.
2. Click the plus button at the top on the right to create a new signature.
3. Type your signature in the Create New Signature box, then click the green plus icon. This will save your new signature.
4. Select the check mark next to the signature to enable it.
5. The check should now be orange - indicating that it is activated. Click again to deactivate.
Best Practices and Recommendations for Signatures
Keep it short and simple. Use just your name and your company. This should not look like an email signature.
Examples:
- Stephanie, TextUs
- Abby, TextUs Recruiter
Don't include phone numbers, addresses or extra information.
For multi-user accounts, keep it generic. The signature is all encompassing for your entire account. Do not add just one person's name.
Examples:
- Thank you, TextUs Team
- TextUs Boulder Office
Auto Replies
An Auto Reply for TextUs is like an away message. Use this anytime you are going to be out of the office for weekends, holidays, vacation, etc.
TextUs provides a one-click, customizable auto responder that you can turn on and off throughout the day, or at closing, so that incoming messages don't get left unanswered.
How to Turn on Auto Reply
1. Select the Auto Reply icon in the left sidebar.
2. Create a new auto reply or turn on one of your existing auto replies.
Note, it is best practice to state that your message is an auto reply an give the reason they are receiving it.
Message Templates
Message Templates are a great tool to use for those semi-frequently used texts that you might need to send out.
Click here to view some templates by category.
Steps to Create a Template:
1. Click on the Message Templates tab on the left.
2. Click the + in the top right
3. Give your Template a title so you can identify it. (this will not display when the message is sent)
4. Add your message content.
5. Optional: You can Personalize your template using the + personalize button and adding in the Contact's first name.
6. When you are finished, click Save. Your template is now accessible.
