Text Marketing Guide

Verification

• NOTE: This must be done prior to using text marketing.

• In order for courses to create and send text-based marketing campaigns, they must first be verified in compliance with telecommunication regulations. 
• Application for verification can be found within Settings > Business Details > Business Verification. 

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• Simply fill out the information on the form and select Verify Account. 

• Once verified, the button will change to indicate that the business has already been verified. 
• Additional instructions can be found here: How to Apply for Business Verification for Text Marketing

Marketing

• Text Campaigns can be sent within the Marketing Module. 
• While viewing the Marketing Module, select New Text Campaign. 

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• First, type in the Campaign Name. 
• Next, click on the green field on the phone image and type the campaign message. Then click Recipients. 

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• Note: If the business has not yet been verified, an error will display and recipients cannot be added. 

• Recipients can be added individually or added as a part of a group.  
  • Individuals: Click into the Search Customers field and type the recipient's name to add. 
  • Group: Use the dropdown to choose the desired group and then click + Add Selected Group. 

 

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• Next Select Campaign Details to schedule. 
• A text can be scheduled for later or based on the date of an event. 
• Once the time has been selected, click Submit. 

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Customer Care

• Customer Care allows courses to send texts directly to a golfer. (Business verification is still required) 
• This can be accessed within the Customers Module. While viewing the Customers module, select a customer's name to view their information. 
• Next, select the Communication tab. 
• Within the Text Messenger field, simply type the desired message and then click Send.