This guide covers how to send individual and mass text messages in VipeCloud, schedule texts, create templates, manage contact lists, and troubleshoot common texting issues.
How to Send a Quick Text Message
Texts are sent from the Send a Text page. There are three ways to open it for an individual text.
Method 1: Using the Quick Actions Menu
Click the plus (+) button in the upper right corner of your screen.
Select Text. The Send a Text page opens.
Under Who is it going to?, choose Contacts.
Search for the contact (or several, up to 25) by name or phone.
Type your message under Your message.
Click Send now.
The message toolbar also lets you:
Insert emojis.
Add images, videos, or audio.
Attach files.
Insert merge tags or a sign up form.
Write a draft with AI.
The composer shows a live segment count as you type.
Method 2: Using the Conversations Page
Navigate to Conversations in the left sidebar - click Communication>Text>Conversations
Click the green plus (+) button at the bottom of the screen. The Send a Text page opens.
Choose a contact.
Type your message and click Send now.
Method 3: From the Contacts Page
On the Contacts page, check the box next to each contact you want to text.
Click the arrow next to the header checkbox.
Select Send Text. The Send a Text page opens with the checked contacts filled in under Contacts.
Type your message and click Send now.
You can text up to 25 checked contacts at once. Send Text doesn't work with Select all items available. To text everyone in a view, use the Send Text button above the table instead.
How to Send a Mass Text Message
Click the plus (+) button in the upper right corner of your screen.
Select Text.
Under Who is it going to?, choose Contact lists or Filter view.
Select one or more contact lists, or a saved contact view. The list must already exist - see How to Manage Contact Lists.
Type your message, or choose a template from Start from a template.
Add merge tags if you want to personalize the message.
Click Send now.
You can also start from Mass Texts in the left sidebar by clicking New Mass Text.
Who receives the text depends on what you choose:
Contacts - up to 25 contacts with a mobile number. Each gets their own text, not a group text.
Contact lists - everyone on the lists with a mobile number. Someone on more than one list gets one text.
Filter view - the people in the view who have a mobile number.
The Check your message panel shows how many people the text is going to, the credits it needs, your current credits, and how many will be left after sending. Click Buy credits if you need more.
To pause a mass text that is still sending, or resume a paused one, see How to Pause or Resume a Mass Text.
To see who replied to or clicked a mass text and send them a follow-up, see How to Follow Up With Contacts From a Mass Email or Mass Text.
How to Schedule a Text Message
Draft an individual or mass text using the steps above.
Under When should it go?, click a time such as In 1 hour, or click Pick a date and time and choose a date and time.
Click Schedule for [date and time].
Scheduled messages appear under the Scheduled Texts tab. Hover over a scheduled message to edit, reschedule, or delete it.
What Happens If Some of My Texts Don't Send?
When you text several contacts and some texts fail, the others still go out. The Send a Text page shows how many were sent and the first error, for example "Sent to 4 of 5. 1 not sent." You then leave the page, so Send can't text the same contacts twice.
If the text was scheduled, it's marked as sent and you get an email naming the contacts who didn't get it, with the reason. The contacts who received it won't be texted again.
How to Use Merge Tags for Personalization
Merge tags insert contact-specific details, such as first name or company, into a text message.
While composing a message, click the merge tag button in the message toolbar.
Select a tag, such as First Name or Company.
Click Preview message to see how the message will look with real contact data.
The tag is automatically replaced with the contact's information when the message is sent.
How to Create a Text Template
Go to Text Templates in the left sidebar: Communication > Text > Templates
Click Create.
Enter a template name and draft your message.
Insert merge tags, emojis, or attachments if needed.
Click Create Template to save.
Alternately, when drafting a new text message, you can click "Save as template" to reuse it again later.
How to Use a Text Template
On the Send a Text page, click Start from a template.
Select the template from the list.
Review the message that populates the text box.
Edit the message if needed, then send.
How to Mark a Text Conversation as Unread
Go to Conversations in the left sidebar: Communication > Text > Conversations.
Open the conversation.
Click the ... button at the top of the conversation.
Select Mark as unread.
You can also click the envelope icon on a conversation in the list. It only shows on conversations with nothing unread. The conversation then shows under Unread and counts toward your unread texts.
Can I Change How a Link Displays in a Text Message?
No. Text messages cannot display hyperlinked or custom link text - any URL you include in a text will always show as the full web address. This is a limitation of SMS as a technology, not a VipeCloud limitation, and it applies to every texting platform, not just VipeCloud.
Why Can't I Send a Text to a Contact?
Confirm the contact has a valid number in the Mobile Phone field. Only numbers in this field can receive texts.
Confirm the contact has not opted out. If a contact replied STOP, they are opted out and cannot receive texts. This shows in their contact record under Text Opt-Out.
If someone asks to stop receiving texts without using the STOP keyword, set Text Opt-Out to Yes on their contact record to opt them out manually.
Key Notes
Links in text messages always display as the full URL. Custom display text for links is not supported in SMS, regardless of platform.
Only numbers in the Mobile Phone field can send and receive texts.
A contact is automatically opted out when they reply STOP to a text.
A texting subscription and Campaign Registry approval must be active before you can send texts. Until texting is set up, the Send a Text page shows a Texting Setup screen with a View Text Settings link. See Campaign Registry Form Best Practices for setup requirements.