A text-only seat gives you VipeCloud texting without the rest of the platform. Before you send your first text, you set your name and time zone, get a texting number, register that number with the Campaign Registry, and add credits.
How to Set Your Name and Time Zone
Click your name in the top right corner.
Click Settings.
Click Basic Information.
Select your time zone from the Timezone dropdown.
Enter your First Name and Last Name, plus any other details you want to merge into your texts, such as your social media links.
Click Save Basic Information.
How to Get Your Texting Number and Register It
In the left sidebar, click Communication.
Click Text Settings.
Click Pick a Number. To keep a number you already text from, click Port Existing Number instead.
Search by area code and select a number from the results.
Click Claim Number.
Fill out the Campaign Registry form on the Text Settings page and submit it.
For porting details, what to do when an area code has no numbers, and what the registration asks for, see Get Started With Texting.
How to Add Text Credits
Add credits once your Campaign Registry registration is approved.
In the left sidebar, click Communication.
Click Text Settings.
Click Add Credits.
Choose how many credits to add and confirm the purchase.
Key Notes
Your Timezone setting controls when scheduled texts send.
You need a text subscription before you can pick or port a number. If you are a member user, your Admin may already have set one up for you.
Porting can take from a few days to more than a week, depending on your current provider, and the number can't receive texts while it moves. You can't port your own cell phone number, because your phone would lose it.
On the Campaign Registry form, most accounts are Private Company or Sole Proprietor. If you have an EIN, choose Private Company.
After you submit your registration, we review it and may message you to update it on the Text Settings page before it goes to the Campaign Registry.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:11 - Opening your settings
0:26 - Setting your name and time zone
1:22 - Opening the Text Settings page
1:31 - Picking a number
2:22 - Porting an existing number
3:29 - Registering with the Campaign Registry
4:33 - Choosing a business type
5:50 - What happens after you submit your registration
6:20 - Adding credits