Textbank Workflows

Textbanks make it easy for you to send personalized text messages to supporters and then field their replies. Typically, the initial textbank message sent to supporters is going to contain a question. Textbanks need the Standard, Professional, or Enterprise plan. It's important to remember that textbanking is a 2-step process, and you can't ignore the second step of handling the replies to come in to your initial message.

The first step of the textbank will appear in the "Workflows" tab as a green button with "Begin Sending Texts"

For an 'Anyone' textbank, pick how many texts to send, check the consent box, and tap 'Send Texts'. For a 1-1 textbank, the app opens each assigned conversation with the message filled in, so you tap "Send" and go to the next one.

Once you finish sending a batch of texts, return to the "Workflows" tab and you may see a new workflow with a red "Reply To Texts" button. If enabled, you will also receive mobile push notifications from text message replies you're expected to handle while the textbank is active. To respond, tap the red button and enter the text reply workflows screen.

The text reply workflow contains a series of unread conversations where the Person you initial messaged has sent a message for you to handle. Once you tap a conversation and enter it, this conversation will no longer appear unread, so you should respond to it right away. While the textbank is active, you can still find it in the 'All' tab of the reply screen.

If you aren't ready to reply to the message immediately after reading it, you can tap and hold on a message sent by a Person and tap "Mark as Unread." This keeps it in the unread textbank reply messages so you can return to it later: