Effective communication is key to running a successful inspection business, and sending text messages from a custom phone number adds a layer of professionalism and consistency. Spectora allows you to send personalized text messages directly from the platform using your custom phone number.
Whether you need to confirm appointments, send reminders, or follow up after an inspection, having a dedicated phone number helps keep all your communication consistent and recognizable for clients and agents.
In this guide, we’ll show you how to set up and use a custom phone number for sending text messages through Spectora.
❇️ To see how to purchase a custom phone number, click here! ❇️
Creating Custom Text Messages with Automations
Creating Custom Text Messages with Automations
Now that you've purchased your custom number, you can create custom text messages with Automations. Follow the steps below to see how to create your own custom text messages.
Click "Automation"
Click on an automation group to expand it
Click "Edit Template" to the right of the text message you want to customize
Enter the verbiage you'd like to include in your automated text messages in the text box
You can utilize the placeholders on the right when creating your messages
Click "Save Text Message Template"
Creating Custom Text Messages with Actions
Creating Custom Text Messages with Actions
Now that you've purchased your custom number, you can create custom text messages with Actions. Follow the steps below to see how to create your own custom text messages.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Actions"
Click on an actions group to open it
Click "+ Add Action"
Set your event
Click "Next"
Add your rules or leave them empty for the action to send on all inspections
Click "Next"
Click the dropdown menu and select "Send text"
Enter an internal name for the action if you'd like
Click "Next"
Click the dropdown menu and select the recipient
Enter your text verbiage in the body
Utilize the orange placeholders on the right
Click "Save"
Responding to Text Messages
You can respond directly to the person contacting you by tapping the linked phone number in a text or by sending a direct email to the sender. ⚠️ Responding to the system phone number or system email will not work! ⚠️
Without a custom phone number, all of these text messages originate from Spectora's Colorado number (720-465-7209).
When we get a text response to our main number, we try to route it to the inspector who most recently did an inspection for someone with that phone number. If that client or agent has done multiple inspections on our platform, or never input their mobile number, you would not be able to receive the message.
Viewing Responses to Your Custom Number Line
If you click the message icon to the left of your name, that will take you to your Conversations page:
From there you can choose Inspectors, Agents, or Clients - these are the recipients of the messages you've sent. You'll see the messages and replies that were sent below.
❇️ Pro-tip: For more info on the Conversations feature, click here! ❇️
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
