You’ve done the research, you’ve bought the right software and now your business phone number is text enabled with Zipwhip. Woo hoo! You’re on the path to better connecting with customers on their favorite medium. Getting started with business texting is easy as long as you have a stellar adoption process set in place. Follow these steps to help your teams and customers make a seamless transition into texting for business.
1. Read through our Getting Started Guide
You should have received Zipwhip’s Getting Started Guide when you text enabled your phone number. If you need another copy, please reach out to our Customer Service team. This document offers a quick-start checklist to setting up your Zipwhip account in about 20 minutes. When you click on each step, you’ll see a detailed explanation or video on how to complete the task. The document also includes where to find Zipwhip support when you need extra help, as well as a few ideas on where to advertise your newly text enabled number.
Zipwhip software is intuitive and easy to navigate, but it’s natural to run into a few minor hiccups when you’re starting out with any new tool. We recommend keeping the Getting Started Guide accessible on your desktop for quick access while you’re in the early stages of learning how to use Zipwhip.
2. Log in and do a walk-through of our app
We provide an additional way to walk through setting up your Zipwhip account. When you log into the Zipwhip app, click the question mark in the lower right corner of the app as shown in the image below. Then click on “How-to Guides”. Click on a tutorial and a window will pop up to guide you through the feature you selected. Here, you’ll learn how to set up Auto Replies, Custom Signature, Keywords and more. These guides will always be in the same spot if you ever need to reference them. In the same section, you’ll also find helpful video tutorials, a registration link for live training webinars (see step three below) and updates on what’s new with the Zipwhip product.
3. Register for a Getting Started Webinar
If you prefer a live guided tour of your new business-texting software, our Getting Started Webinar is just for you. Hosted by Zipwhip’s Courtney Parham, this interactive session is offered four times a week and walks you through the tools in your Zipwhip dashboard, our apps and because the webinar is live, you’ll have the opportunity to get your questions answered in real time.
Sign up for our next webinar here. Click on the date and time bar to view multiple options.
4. Download Zipwhip’s mobile app and browser extension
Never miss a message from customers when you’re on the go. Zipwhip’s mobile app brings customer conversations from your desktop to your mobile phone, giving you more freedom to reach customers throughout your busy workday.
Our browser extension for Chrome (coming soon to other browsers) is perfect to use with your existing customer relationship management (CRM) system. The extension lets you seamlessly text from your CRM without interrupting your workflow. We know you’ll love it!
5. Train your team
This is a lofty step, and it’s one of the most important things you’ll do after text enabling your number. It’s imperative that your team not only fully understand how to use the new software but also why they’re expected to use it regularly. Get a training plan together, schedule follow-ups and designate a point of contact dedicated to helping employees when they have questions.
Here are a few sources from the web to help you get started on building a training plan that works best for your goals.
- 5 Ways to Get Your Team to Adopt Business-Texting Software from Zipwhip
- 5 Steps to Help Your Employees Adopt New Software from TechRepublic
- 4 Ways to Train Employees Effectively from Entrepreneur
- For Managers Wondering How to Get Employees Excited About New Tools from Hellosign
6. Let your customers know they can text you
There are plenty of ways to advertise that you offer texting to customers. We have a few common examples our Getting Started Guide, such as in your email signature or voicemail message, but we’ve rounded up 11 customer examples in this blog post for some added inspiration.
If you come up with a unique way to promote texting for your business, let us know in the comment section below! We love seeing how our customers get creative with Zipwhip, and we may give you a shout out on our social media channels.
7. Subscribe to The Zip blog digest email
Our blog content is for our customers, those who are new to business texting and those looking for the latest news in customer communication. Enter your email in the right sidebar of this story to get top post sent to your inbox. We’ll email you every other week with stories about our customers, how to best use Zipwhip and insight from our own consumer research so that you have the information you need to best text customers.
8. Craft the perfect introduction text
When you’re ready to start texting, take a look at this quick guide to putting together a solid introduction text. These four steps are simple but they’re important to keep in mind when you’re reaching out to customers: be clear about why you’re texting, ensure your tone is appropriate, provide an opt out and add a signature. We also include a few sample templates to use for future conversations with customers.
Contact Zipwhip Support
You should be set with these seven tips but please reach out to the Zipwhip team if you need extra help. Our support hours are Monday through Friday from 6 a.m. – 5 p.m. (PT). Text or call (855) 947-9447 or fill out this help form and someone from our team will get back to you.