Group Inclusion & Exclusion on Triggers

Triggers let you control how or when a flow begins or can allow a contact to join a group. A flow can be triggered by a keyword or missed call and scheduled on a future date.

What if you want a trigger to only act upon members of certain groups or to exclude groups?

First, navigate to the triggers tab.

Here, click the blue 'Create Trigger' button at the top left.

You'll see the list of possible trigger types.

For our example, we'll choose to create a message keyword that launches a flow.

At the bottom of this trigger's settings, we see that we can optionally choose to only include certain contact groups or to exclude contact groups.

In our example, we want contacts to send the keyword 'promo' that will trigger a Satisfaction Survey flow in order to receive a coupon. We don't want contacts who've already registered for this promo or a group called 'Segment A' to be able to participate, so we've excluded them.

Only members of these two groups will be excluded from starting the Satisfaction Survey flow- all other contacts who send the keyword will be started in the flow.


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New! Adding Group Membership to Contact Imports

We've updated Contact Imports to allow you to add contacts to a new or existing group! Here's how:


1. Navigate to the contacts tab. 


2. Click the "Import Contacts" button at the top left of the page.


3. Download and edit the template we provide (or choose a your own file) and upload it using the "Choose File" button. 

Be sure that you only use supported fields for your Column Headers in your spreadsheet. For example, if you want to add a registration date, use the Column Header Field:Registration_Date. You must separate spaces with underscores only!

Additionally, please check that your telephone numbers include country codes. We support users globally, so we need to know where your contacts are located.

5. After clicking the "Preview" button, you'll see the option to import headers from your file. In our sample, we have 3 headers: a telephone number, name, and field called Team. Additionally, we will choose group membership.

You have the option of creating a new group and giving it a name or adding the contacts to an existing group in your workspace. If you leave the group membership box unchecked, the contacts will not be added to any group.

That's it! After importing, you'll see the number of new contacts created or updated and any group memberships.

Looking for more information contact imports and exports? See our full help article here.


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Forwarding Calls in Voice (IVR) Flows

Use the 'Wait for Forwarded Call' Split Action in an IVR flow to forward calls to another phone number. Here's how it works:

In our example, we're asking contacts if they'd like to speak to a live agent or leave a message. If they choose to speak to a representative, the flow will forward their call on to another phone number of our choice.

The 'Wait for Forwarded Call' Split Action will have 4 possible exits:

  • Answered - The call was successfully answered by the agent
  • No Answer - The call was not picked up and the call disconnected
  • Busy - The line was busy and the call disconnected
  • Failed - The call failed

Depending on how the forwarded call is handled, you can create different actions to support your contact after the forwarded call is complete. In our example, we've chosen to send a customized voice message for calls that were successfully answered by a representative vs. those that either weren't answered at all or were busy. We also made sure to alert a team member when a forwarded call fails via a 'Send Somebody Else a Message' action.

After the forwarded call has ended, the contact will immediately move forward in the flow on original call with your voice number.

Be sure to learn more about building your IVR flows here.


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Starting a Contact in a Flow from the Contact's Information Page

You can now start a contact in a flow directly from their individual information page.

After navigating to the Contacts tab, click on the contact you'd like to start from your list:

On the contact's unique information and message history page, you'll then click the 3-dot menu button:

Choose "Start In Flow" from the dropdown menu:

Finally, select the flow where you'd like to start the contact:

That's it! The contact will then be immediately started in the chosen flow.


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Enabling Two-Factor Authentication

Looking to make your workspace login even more secure? You can now enable two-factor authentication, also called 2FA. Here's how:


1. Log in to your account and visit the workspace settings page. Scroll down the page to find the two-factor authentication section:

2. Click on this section to enable 2FA. You'll need to follow the directions on the following page:

You must download a one-time password (OTP) app like Google Authenticator or Authy in order to use 2FA.

3. Once your OTP app is downloaded and set up, you'll scan the QR code on your page. After scanning the QR code and generating a new account for your login, you'll see the required 6-digit code pop up in the app. It is only valid for a few seconds! Please be sure to use the current code.

4. Enter the valid 6-digit code and your current password and click the 'Enable' button.

5. Once enabled, you'll see a list of backup tokens. These are very important! Please record these tokens in a secure place.

That's it! Your 2FA is now enabled.


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Twilio Supported Countries for Two-Way SMS

Twilio two-way SMS messages allow you to carry on a conversation by both sending and receiving text messages. See more about using two-way SMS via Twilio here.

While not complete, the list of Twilio's supported countries for two-way SMS is constantly expanding.

The following countries are either generally supported or in Beta:

  • Australia
  • Austria
  • Belgium
  • Canada
  • Chile
  • Czech Republic
  • Denmark (Beta)
  • Estonia
  • Finland
  • France (Beta)
  • Germany
  • Hong Kong
  • Hungary (Beta)
  • Ireland,
  • Israel (Beta)
  • Italy (Beta)
  • Lithuania
  • Malaysia
  • Mexico (Beta)
  • Netherlands
  • Norway
  • Philippines (Beta)
  • Poland
  • Portugal 
  • Puerto Rico
  • Singapore (Beta)
  • South Africa (Beta)
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • United States
  • Vietnam (Beta)
  • Virgin Islands


Is your number not sending internationally when it should? Be sure you've enabled international sending!


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Limiting the Number of Incorrect Responses to a Question

You may want to set a limit to the number of times a contact can respond to a specific question in your flow, such as with a quiz or survey. You can do this by using the @node.visit_count expression within a Split by Expression action.

In the example below, we've created a very simple quiz. We want the contact to have limited opportunities to answer the question, so we will place the @node.visit_count expression on a 'Split by Expression' node to limit the number of guesses.

In the flow above, we see that after collecting the contact's response with a 'Wait for Response', we're evaluating their answer with a 'Split by Expression'. Since we only want to give the contact two opportunities to answer correctly, here's how we've written the expression and rule:

We've used the expression @node.visit_count and then written a rule with has a number above 1 since they've already used their one other attempt in the previous 'Wait for Expression', equaling two total attempts.

What this means is that if they've answered correctly on their first try, they'll be routed through the 'Correct' exit on the 'Wait for Response' node and get a congratulatory message. If they get their first try wrong, they'll be routed through the 'Other' exit where we've set a limit to the number of times the contact can be wrong. Because the visit count is set to a number above 1, no further attempts are permitted.

We can see how this works via the Simulator. This contact gave an incorrect response on their first attempt and was given a second and final opportunity to answer correctly. Because we set a @node.visit_count limit of above 1 via a 'Split by Expression' node, their second incorrect answer means they've used up all their tries.

Another contact, however, studied a bit harder:

Notice that in our follow-up message, we've referenced the number of tries the contact has made. We did this by using the same expression written as @node.visit_count/2. This would be especially useful if the contact had even more chances to respond correctly so they know how many opportunities remain.

Keep in mind that visit_count reflects only the current flow run. This means that if the contact is restarted in the flow, the count goes back to zero as counts from previous runs are not saved.



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Add a Facebook Page to Create a Messenger Channel

Great news! Facebook has updated their integration policies, so you can now easily connect a Facebook page to create a Messenger channel in just moments.

If you've already integrated a bot under Facebook's old policies, then you do not need to take any further action. Your channel will continue to work as always.

Add a Page

  1. Go to your Workspace Settings page and click the 'Add Channel' button.

2. Scroll down to the Facebook Messenger section.

3. Here, review the directions and then click the 'Add Facebook Page' button.

4. Log in to your Facebook account and then choose the page you'd like to add. Then, you'll be asked which permissions you'd like to allow.

That's it! You'll automatically be taken to your new channel's page where you can view your channel log.

You can now create a trigger that will refer a contact when a new conversation is started on Messenger.

Facebook Topics

Note that Facebook has updated their API to require that all messages sent to a contact after 24 hours have an appropriate 'tag', or what we call a 'topic'.

Message tags allow you to send important and relevant 1:1 updates to contacts outside the standard messaging window of 24 hours after a contact's last message. You will need to add a topic to your Messenger flows to ensure your flow sends if outside of the 24 hour window.

Reconnecting Your Page

If there is a problem with your integration, you do not need to remove the channel. You can simply click the 'Reconnect' button found within the channel page in your Workspace Settings to refresh the authentication token.



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Announcment: WhatsApp Number Hosting Beta

We are excited to announce that TextIt is now a WhatsApp Business Service Provider and we are starting a closed Beta for our customers. This means you'll be able to use all the tools you know and love with TextIt but on WhatsApp! If you have an active subscription and are interested in entering this Beta, send us a note.


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Attaching a PDF URL to a Message

We've added a new feature that allows you to attach a PDF URL in addition to Image, Audio, and Video URLs.

Attaching your PDF URL

Once you've entered the flow editor, create a 'Send Message' action. Click on the 'Attachments' tab at the top of the message node:

Choose 'PDF Document URL' from the dropdown menu:

Paste the PDF URL in the text field and click 'OK' to save. That's it!

You can then test out your link in the Simulator. You can click on the attached document and it will open in a browser window.

As always, be sure to test out your link in real messages before sending to your contacts!


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