Once you have the PDI Mobile App installed and have been added as a volunteer to a texting project, follow these steps to begin sending messages.
View Your Texting Projects
- Open the PDI Mobile App.
- Enter your login credentials to access your account.
- Tap Outreach from the bottom navigation bar
- From the Outreach menu, select Texting.
- You will see all active texting projects assigned to you.
- Tap on the Project you want to begin texting from.
You will see two options
- Send Texts - Tap this to begin sending initial messages to the list.
-
Manage Replies – Tap this to view and respond to incoming replies from the recipients.
Personalize Your Message
To start Sending texts, Tap the Send Texts button.
A preview of the message will appear along with two options:
- Edit Message
- Start Texting
To personalize your message, Tap Edit Message. Make any changes to customize the message for your audience. If you want to discard your changes and revert to the original message, tap Restore Original. Once you have made with your edits, tap Update to save the personalized message.
Send Texts
- Tap Start Texting to begin sending messages to the lists in the project.
- The recipient list will load with a Send button.
- Tap Send to send the text message. The next recipient will automatically load. Continue tapping Send to keep sending messages.
- As you send messages, the Texts Sent count in the top-right corner of the screen will update in real time.
Manage Reply
Once you've sent out initial messages, you may receive replies from recipients. Here's how to view and respond to those messages:
- To view and Manage Reply, tap on the Manage Reply button
- In the Manage Reply screen, you’ll see a list of conversations with recipients who have responded. Tap on any conversation to view the full message thread and respond.
- Use the Search bar to find a specific reply or contact. You can Pin important conversations to keep them easily accessible.