Introduction
Text message groups let you quickly send updates or campaigns to multiple customers or employees at once. You can easily create, edit, or delete groups directly in Copilot.
Creating a Group
Go to Marketing > Text in the left-side menu.
Click the Send Text Messages tab at the top.
In the Groups section, type a name for your new group.
Click Add Group.
The new group will now appear in your group list.
Editing a Group
Edit Group Members
Click the person icon next to the group name.
Browse the customer list or search by typing a customer’s name.
Click the + sign to add a customer to the group.
When finished, click Close.
Edit Group Name
Click the pencil icon to rename the group.
Delete a Group
Click the red X to remove the group completely.
Note: Messages sent to a group will reach all customers or employees currently in that group.