Tip of the Week 💡- Sept 19th – Payment Requests via SMS

We will share a new tip each week so keep coming back to learn more tips and tricks about Captivated’s powerful software.

Utilize custom fields to communicate more specifically to your customers. Custom fields are available on Choice and above plans.

Quickly find opt-ins and opt-outs with our new compliance report in our Dashboards section.

You can now sync your HubSpot contacts in Captivated, enabling you to keep your records up to date, track recent conversations, and integrate with existing stages and campaigns in HubSpot.

Captivated’s HubSpot Plugin enables you to view your Captivated conversations and send new messages directly from the HubSpot contact record.

Carrier Update as of Friday, October 27th Carriers like AT&T and T-Mobile have implemented more filters on their platform related to the 10DLC registration. Note, that some of our legacy customers whom we registered prior to the revised, more stringent, manual vetting requirements enacted in late January 2023 may be seeing deliverability…

You can utilize pre-fill to get documents signed quicker than ever.  Pre-fill allows you to pre-fill data fields on your form before sending it via text to your customer. That way all the customer has to do is review and sign.  Enhance efficiency with pre-fill by utilizing our custom fields…

Admins can now customize their website widget size, placement, design, and more. Learn how here.

We’ve refreshed our Contacts page with sorting and filters to make it easier for you to find and organize your contacts.

If your office is closing in observance of any holiday, make sure to follow these steps: 1. Close your queue by heading to Administration > Queues > View Queues > View Details > Toggle to Closed 2. Adjust the Auto-Reply message when closed accordingly  3. Ensure that all Captivated users…