Sending a Text Blast Using FloLoyal

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Objective

This SOP outlines the steps to effectively send a text blast using the Snippets feature, ensuring messages are personalized and scheduled correctly.

Key Steps

1. Navigate to Conversations 0:00

• Open the application and go to the Conversations tab.

• Locate the black box labeled Snippets at the top.

2. Access Snippets Page 0:09

• Click on the Snippets box to be redirected to the Snippets page.

3. Create a New Snippet 0:48

• Click on the flashing blue box and select New Snippet.

• Choose Add Text Snippet to open the snippet creation box.

4. Personalize Your Message 1:03

• Name your snippet (e.g., Customer Appreciation Day).

• Write a personalized message using the contact's first name by selecting the contact tag next to the smiley face.

5. Add Message Content 1:44

• Complete your message (e.g., "Hello [First Name], it's going to be Customer Appreciation Day on 12/12/2025. We want you there!").

• Optionally, add an attachment (e.g., an image) to your message.

6. Test Your Snippet 2:26

• Use the test snippet feature by entering your phone number and sending a test message to ensure it appears correctly.

7. Save Your Snippet 2:48

• After confirming your snippet is correct, save it.

8. Select Contacts 2:55

• Navigate to the Contacts tab and select Loyalty Members.

• Use the checkbox to select all contacts, ensuring you have more than eight members.

9. Send SMS to Selected Contacts 3:25

• Click on More and select Send SMS.

• Label the action for future reference (e.g., Customer Appreciation Day 12/25).

10. Choose Message Template 3:42

• Select the snippet you created earlier to auto-fill the message.

11. Schedule the Message 4:10

• Decide whether to send the message immediately or schedule it for a later date.

• If scheduling, select the desired date and time (e.g., December 19th at 11 a.m.).

12. Confirm Consent 4:41

• Check the box confirming that all recipients have consented to receive messages.

13. Finalize and Send 4:47

• Click Send SMS to schedule the message.

14. Check Progress 5:00

• Use the Check Progress feature to monitor the status of your sent messages.

15. Review Statistics 5:32

• After the message is sent, review the statistics to see delivery success, errors, or skips.

Cautionary Notes

• Always ensure you are texting only those who have opted in to avoid legal issues and potential suspension.

• Double-check the message content for accuracy before sending to avoid corrections later.

• Double-check that you have selected all contacts, as only the first 20 or 50 may be selected by default.

Tips for Efficiency

• Create text snippets for frequently used messages to save time in the future.

• Regularly update your Loyalty Members List to ensure compliance with opt-in regulations.