Sending a Message To message a new contact, select the green new message button in the top right corner of your screen. You...
Scheduling a Message Scheduled messages are great for following up with someone later or reminding someone of an upcoming appointment. You can schedule...
Notes Internal notes are great for team communication or for recording details of a conversation that took place outside of texting....
Conversation Actions Learn about the five conversation actions: 1. Taking 2. Adding 3. Leaving 4. Completing 5. Transferring
Outbound Calling & Call Forwarding Whether Captivated has text enabled your business landline or provide you with a dedicated text line, you and your team can take advantage of Captivated's Call Shield technology. Click here to learn more.
Managing Contacts 1. Creating & Editing Contacts 2. Importing Contacts 3. Tagging Contacts & Tag Management 4. Deleting / Archiving Contacts 5. Masking your Contact Numbers
Blocking a Contact If you are receiving unwanted messages from a contact and/or spammer within Captivated, you can now block them and disable incoming messages from routing to Captivated. Blocking a contact will disable incoming messages from routing to Captivated while the contact is blocked.
Opting out a Contact A contact can opt out of texting your business at any time by replying “stop”. Once they send the word...
Contact Exchange Request You can send your contact card, collect a recipient's contact info and simultaneously receive the contact's opt-in all using Captivated's Contact Exchange Request feature. Click here to learn more.
Conversation Filtering and Searching You can now filter to view unreplied conversations and conversations that contain scheduled messages using the dropdown menu in the conversation filtering section. Click here to learn more.
Sending Voice Memos & File Attachments on the mobile app Mobile app users can record and send voice memos to recipients in Captivated. Here are a couple benefits of sending...
Printing a Conversation Transcript You can print a conversation transcript or download the transcript as a PDF. To print a conversation transcript or...
The Dashboard General Dashboard If you are a manager or an administrator in Captivated, you can view a snapshot of your team’s...