Reach Members Where They Are
Many job seekers read a text long before an email. Texting from Metaintro keeps every message in the member's file, so anyone picking up the case can see what was said.
Before You Start: Turn On Texting (Admins)
Go to Settings, then Channels. Under Text threads, select Enable SMS text threads. You can also write your own opener, the first message a member receives. Leave it blank to use the Metaintro default. Select Save SMS.
Step 1: Open the Member
From the Dashboard, select the member. Find the Text thread card on their file.
Step 2: Add Their Phone Number
If the member's phone number is missing, enter it in Phone number, including the country code.
Step 3: Record Their Consent
Tick the box confirming you recorded the member's consent to receive text messages. Only tick it if the member has actually agreed to receive texts.
Step 4: Start the Thread
Select Start SMS thread. Metaintro sends the opener and shows Text thread started. The Opener status changes from Pending to Sent.
Texting Many Members at Once
To send the same text to a group, select Outreach, then Send Message, and choose SMS as the channel. Pick your recipients, start from a template or write your own, then Review & Send. You can send now or select Schedule for Later. Keep texts short: a message over 160 characters is sent as more than one SMS.
Frequently Asked Questions
Can members stop texts?
Yes. A member can reply STOP at any time. See How Job Seekers Opt In and Opt Out of Texts.
Can I text on WhatsApp instead?
Yes, if your admin turns on WhatsApp in Settings, Channels. WhatsApp uses an approved opener template, and you can reply for 24 hours after the member's last message.
What if the button says to enable a channel?
Texting is not turned on for your organization yet. Ask an admin to turn it on in Settings, Channels.
Can I still log texts I sent from my own phone?
Yes. Use Log check-in and choose Text as the method.
What to do next
- How Job Seekers Opt In and Opt Out of Texts
- Viewing Text History in the SMS Thread
- How to Log a Check-In
Need Help?
If a text will not send, email support@metaintro.com.