This article guides you through creating a new text message, setting it up, and sending it successfully.
Choose a Template
To start , go to the Texts page and then select + Text Message at the top right corner.
Select one of these templates:
Invite with RSVP Forms
Invite with Registration Forms
Invite with Ticket Payment Forms
Send Confirmation Links
Send General Updates
Templates provide a starting point and can be customized. If a template includes a form integration, it will insert the default form into the message, but you can replace it with another form if needed.
Set Up Your Text Message
Setting up a text message is straightforward and allows you to configure the following settings:
Sender Phone Number
A Sender Phone Number is assigned to your account and cannot be changed through the UI. Contact support to request a change.
Note: Recipients in different regions may receive texts from a different local number, regardless of the assigned Sender Phone Number.
Recipients
Select recipients for your text message based on the following options:
Confirmation Status: Confirmed, Unconfirmed, Waitlisted, and Declined
Custom Segments: Create criteria using custom rules
Arrival Status: Checked in, Not checked in
Guest Lists: Any of your guest lists
Seating: Any table or row
Text Message
Type your message in the provided field.
Merge Tags: This dropdown enables you to personalize messages with guest-specific details, including
Name
Email Address
Company
Title
Seating Details
Confirmation Status
Confirmation URL (Guest Portal)
Form Links: Use this dropdown to insert a form link into your message.
Limitations: Due to the nature of SMS, you have the following message limitations:
290 characters max
Plain text only (no images, bold, or special formatting)
Preview and Send a Test Message
Preview your draft as a guest to see how merge fields populate. Then, send a test message to your own device to check how it appears before sending it to recipients.
