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How to Run Bots & Drip Campaigns (Mobile)
Run a Bot on an Individual 1. Tap the people icon in the bottom navigation 2. Tap on Contacts 3. Tap on the . . . next to the name of the contact you want to send the bot to 4.…
Shout Support
Shout
Shout_Support
updated
4 mths ago
51
Bots
How to Create a Click to Text Link with a Shout Number
Click to Text Links are a great way to get customers. When someone clicks the link, it automatically opens their text messaging app and autofills your Shout number and can even add a message to send.…
Shout Support
Shout
Shout_Support
updated
5 mths ago
126
Text Messaging
How to Use Bulk Actions to Cancel/Stop All Contacts in Progress of Receiving a Bot or Drip Campaign
We just added a new feature to allow you to stop/cancel all contacts in progress of receiving a bot or drip campaign. Click on Automations Click on Bots Click on the name of the bot,…
6 mths ago
12
Bots
How to Build Conversation Bots (Video)
Conversation bots interact with contacts and perform automated actions based on your contact responses. They automate back and forth texting for all kinds of things – taking orders,…
Bryce Brownlow
Bryce_Brownlow
updated
6 mths ago
53
Video Guides
How to Send a Bot to a List (Mobile)
Tap on the icon of a person in a circle Tap on Lists Tap on the . . . next to the list you would like to send a bot to Tap on Run Bot You will be directed to the web browser of your mobile device to…
Shout Support
Shout
Shout_Support
updated
5 mths ago
29
Bots
How to Send a Bot to an Individual Contact (Mobile)
Tap on the Envelope Tap on the + Tap on New Message Select a Contact to send the message to Tap on the + Tap on Run Bot To send a drip campaign, instead of a bot, tap on Run Drip.…
Shout Support
Shout
Shout_Support
6 mths ago
14
Bots
How to Edit a Bot or Drip from the Web Browser of Your Phone
Overview Here's a helpful article on how to update a bot or a drip campaign from your phone. Please note that bots and drip campaigns cannot be edited in the mobile app.…
Shout Support
Shout
Shout_Support
updated
2 mths ago
33
Bots
How to Use a Bot or Drip Campaign Imported From a Folder (Mobile)
How to Use a Bot Imported from a Folder: If you received a share link with folders, tap on Yes to import the items in the folder into your account. Tap on the Account Profile Icon Tap on Folders Tap…
updated
6 mths ago
61
Folders and Group Share
2
Share multiple photos @ once
Within messages, broadcasts, group messages, bots etc
Morgan Foster
Morgan_Foster
6 mths ago
3
2
Feature Request
In review
In review
How to Create and Use Chain Bots
What are Chain Bots Chain bots allow you to send information to your Shout-to-Shout (S2S) contacts. They don't collect responses. Instead, each message will either have a short time delay or include…
Shout Support
Shout
Shout_Support
updated
2 mths ago
274
Bots
How to Use a Bot or Drip Campaign Imported From a Folder
Contents How to Use a Team Onboarding Bot Imported from a Folder How to Use an Order Bot Imported From a Folder How to Use a Drip Campaign Imported From a Folder Troubleshooting Tips How to Use a…
updated
2 mths ago
105
1
Folders
How to Track Bots & Drip Campaigns (Mobile)
Contents Overview Bot & Drip Details & Tracking How to View Your Bots Activate or Pause a Bot Alternate Method of Pausing a Bot Stop a Bot In Progress Overview Bots automatically handle…
Shout Support
Shout
Shout_Support
updated
2 mths ago
120
Bots
How to Edit a Bot
1. Click on Automations. 2. Click on Bots under the automations drop down menu. 3. Click on the . . . next to the name of the bot you would like to edit. 4. From the drop down menu, click on Edit. 5.…
Shout Support
Shout
Shout_Support
updated
5 mths ago
80
Bots
The Different Types of Messages in Shout
Direct Message Direct messages are when you message a single Shout user through Shout. This is also know as Shout-to-Shout (S2S) communication. This is similar to sending DMs on Instagram or Facebook,…
Shout Support
Shout
Shout_Support
updated
3 mths ago
138
Messaging Features
How to Start a Bot or Drip for a List
Start a Drip Campaign on a List from the Lists Menu: 1. Click on People in the left navigation to show a drop down menu 2. Click on Lists 3. Select the + next to the List you want to send a drip…
updated
4 mths ago
101
Broadcasts
Rules for Permission: Opt-In and Opt-Out
Overview All businesses who use texting are required by law to get permission from those receiving the texts. There are two ways to do this: Invite people to opt-in Offer a way to opt-out Use Your…
updated
6 mths ago
431
1
Opt-Ins and Opt-Outs
How to Collect Birthdays
Overview Use Bots to collect your contact's birthdays automatically, or manually upload them using a CSV template. Use a Bot to Collect Birthdays Click on Automations in the left navigation to show a…
Shout Support
Shout
Shout_Support
updated
6 mths ago
131
Bots
What Happens if People Use the Wrong Trigger Word?
Without the correct trigger word your bot won’t know it's time to take over the conversation. When this happens: Go to your inbox Open up the conversation Click the bot icon in your message composer…
Shout Support
Shout
Shout_Support
updated
11 mths ago
81
Bots
How to Create and Use Conversation Bots
What are Conversation Bots? Conversation bots interact with contacts and perform automated actions based on your contact responses. They automate back and forth texting for all kinds of things –…
Shout Support
Shout
Shout_Support
updated
2 mths ago
713
Bots
Bot Introduction
What are Bots? Bot is short for a web robot. Bots handle conversations for you – typically those that are simple and repetitive. Use bots to build automated workflows to save you time,…
Shout Support
Shout
Shout_Support
updated
6 mths ago
749
Bots
How to Add Favorites (Mobile)
Overview Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Lists Bots Drips Contacts To mark a contact as a favorite:…
Shout Support
Shout
Shout_Support
updated
4 mths ago
40
Contacts
5
Automatically send new message after X days with X answer.
I would love to have a way to automatically send a new message after X time if a client answers no - without having to go in and manually set another bot.…
Jen Hudson
Jen_Hudson
1 yr ago
5
5
Feature Request
In review
In review
9
Automatically nudge someone to finish a bot
Sometimes people get distracted and never respond to the message that a Bot sends them. As a result, the conversation stays open in the inbox, indefinitely,…
Wyatt
Shout
Wyatt.1
1 yr ago
9
9
Feature Request
How to Use the Message Composer Features
Overview You can access all kinds of Shout's features from the message composer – quick responses for frequently asked questions, attach files and pictures, include short links and share links,…
Shout Support
Shout
Shout_Support
updated
2 mths ago
107
Messaging Features
How to Create Recurring Events (Video)
Recurring events allow you to send messages, run bots, or start a drip campaign on a schedule you set – daily, weekly, monthly, or custom. This features is great for things like weekly check-ins…
Bryce Brownlow
Bryce_Brownlow
updated
2 yrs ago
16
Video Guides
1
2
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