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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
8 mths ago
65
Bots
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
9 mths ago
35
Bots
How to Use Bulk Actions to Remove Multiple People from a List
Click on Lists Click on the Name of the list Click on the check box next to each contact you want to remove from the list Click on Bulk Actions Click on Remove from Lists To remove contacts from a…
updated
6 mths ago
26
Lists
How to Send a Broadcast Message
Broadcast messages allow you to send the same message to many people at the same time. Broadcasts are sent via direct message, so recipients won't know that you've sent the same message to multiple…
updated
4 mths ago
363
Broadcasts
Shout 101: Overview and Definitions
Welcome to Shout! We're so glad you're here. Shout's designed to make your life easier, whether that means managing your team, improving your customer support,…
Wyatt
Shout
Wyatt.1
updated
10 mths ago
3,681
5
Featured Articles
How to Manage Contacts and Lists (Mobile)
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
updated
8 mths ago
121
1
Lists
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
8 mths ago
110
Broadcasts
How to Send a Message to a List
Message an entire List at once so that you don't have to send an individual message to every contact. Click on Lists Click on the + sign next to the list you'd like to send a message to Click on Send…
updated
9 mths ago
81
Broadcasts
How to Create Scheduled Messages
Overview Save time and stay on top of customer or team communication by scheduling messages in advance. For example, you can schedule a message when a customer places an order,…
updated
7 mths ago
1,141
1
Scheduling Messages
How to Create a Broadcast List (Mobile)
What is a Broadcast List? A Broadcast List allows you to create a dynamic collection of people using lists, tags, or contacts, and then use that collection to send a broadcast message, run a bot,…
updated
8 mths ago
64
Using the Mobile App
How to Upload and Manage Contacts
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
Shout Support
Shout
Shout_Support
updated
10 mths ago
2
replies
687
1
Last reply
Shout Support
Shout
1 yr ago
Contacts
How to Create and Manage Lists
Overview Create a list when you want to send the same message to many contacts. With Shout, you begin a unique conversation with each contact in the list at the same time.…
updated
9 mths ago
596
Lists
How to Find Broadcast Messages
There are several ways you can view your Broadcast Messages within Shout. How to View Broadcast Messages from the Broadcast Tab 1. Click on the Broadcasts button in the left hand sidebar.…
updated
8 mths ago
49
Broadcasts
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
8 mths ago
40
Contacts
How to Add Favorites
Favorites Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Lists Tags Bots Drip campaigns Quick responses Mark a Contact, List,…
Shout Support
Shout
Shout_Support
updated
8 mths ago
52
Contacts
How to Add Existing Contacts to a New List
Click on Contacts Click to check the box, next to the contacts, you want added to a list Click Bulk Actions Click on Add to Lists Select the List, you want to add the contacts to Click Add to…
updated
9 mths ago
56
1
Lists
How to Send Messages (Mobile)
Overview Send messages to a contact or list, and activate or pause bots built to handle conversations for you. How to Send a Message Tap the + icon in the bottom navigation Select New Message or New…
Shout Support
Shout
Shout_Support
updated
1 mth ago
527
Messaging Features
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