The Getting Started Guide

EZ Texting is the easiest, most cost-effective way to connect with your audience. Not sure where to get started? That's what we're here for!

Start By Creating a Free EZ Texting Trial Account

The best way to learn more about EZ Texting's mass texting platform is to give it a try! Check out our plans or just sign up and get rolling. We'll ask for a few basic pieces of information and then you'll be ready to begin.  

Once you're in, you can upload your opted-in contact list, send a mass text or set up a reminder campaign. If you need to grow your contact list consider a keyword campaign or adding a sign-up widget to your website.

3 Things You Should Know About Business Texting

1. Your contacts need to give permission before you can send them text messages. Read our brief guide on creating a compliant texting program.

2. You should have a goal for your texting program and track the success against common metrics.

Here are some common goals among our customers:

  • Alerting contacts about events and promotions -- track increased attendance or foot traffic.
  • Reminding contacts about appointments and deadlines -- track reduction missed-appointments and time saved calling customers.
  • Instantly communicating important news to a broad audience -- track open rates and replies.

3. Each kind of industry has its own unique goals and best practices to make the most of this technology. See what others have done to succeed in their industry.

Adding Contacts

Contacts are the lifeblood of your business or organization. Without them, keeping customers or supporters engaged will be an uphill battle.
The two primary ways to add contacts are by adding them individually or uploading them from a spreadsheet.

 

Here are instructions for both:

Adding contacts individually:

  1. Log in to your EZ Texting account.
  2. On the left navigation, click on Contacts.
  3. Under Contacts, click on Add a Contact.
  4. Complete all the information, consider adding them to a group, then click Save Contact.

Adding contacts from a spreadsheet:

Before you upload a spreadsheet, please note that your file must be in an .XLS, .XLSX, or .CSV file format. All phone numbers should have a valid, 10-digit US or Canadian number, such as 555-555-5555.
  1. Log in to your EZ Texting account.
  2. On the left navigation, click on Contacts 
  3. Under Contacts, click on Mass Upload Contacts
  • Select Upload File if your contacts are in a spreadsheet (.XLS, .XLSX, or .CSV files only).
  • Browse for your contact file or drag your file into the page.
  • Map Contact data to EZ Texting Fields

We have more detailed instructions in our Help Center including a video!

Creating Groups

Building groups help you segment your audience and customers to more strategically engage them. Groups can be segmented by fans’ location or interests, for example. Read on to learn how to create them:

  1. Log in to your EZ Texting account.
  2. On the left navigation click on Contacts 
  3. On the contacts page choose Groups tab, then click Add a New Group.
  4. Next, type in the new group’s name and any notes you’d like.
  5. Click Create This Group – and you’re done!

The main Groups page features additional options to help you manage your groups:
  1. Edit a group
  2. Delete groups
  3. Send a text message
  4. Merge groups
  5. Duplicate a group (using the Clone button)

Before you’re able to perform any of these additional tasks, you’ll first have to click the boxes next to the group name.

  • To edit a group’s name or notes, simply click the name of the group.
  • To edit the contacts within a group, select the icon in the Contacts column in the row of the group you’d like to edit.

We have more detailed instructions in our Help Center!

Sending Text Messages

Sending text messages is a core feature of EZ Texting and is a key part of increasing brand engagement and loyalty.
Read on to learn how easy it is to do.

  1. Log in to your EZ Texting account.
  2. In your dashboard click New Message
  3. Select who you’d like to send the text to, fill out the fields, then select Continue.
  4. On the next screen, confirm or edit your text, and when you’re ready, select Send Message.

We have more detailed instructions including a video in our Help Center!

Your Inbox

Text messaging is two-way. When you send a message, your contacts may respond for up to twelve hours. When someone texts in your Keyword, that message will also be delivered to your inbox. Unread messages are bolded.

Keywords

Keywords help you grow the number of contacts you have, and customizing them can help you rise above the competition. Have you seen ads that say, “Text JOIN to 313131 to get a 10% off coupon”?  Of course, you have! The word JOIN is the keyword. 313131 is a shortcode. When customers text your keyword to the shortcode – they’ve effectively subscribed to your texting list. EZ Texting makes it simple to auto-respond with the required opt-out info. Ready to add a keyword?  

  1. Log in to your EZ Texting account.
  2. Select Keywords & Textable Numbers from the left navigation.
  3. Select Add a New Keyword
  4. Type the keyword you want in the text box, and then click Check Availability.
  5. If the keyword you want is available, we'll let you know and you can click Activate Keyword to secure it. Depending on your package, you may need to add billing information to pay for the keyword. 
  6. In the next step, you can connect your keyword to a Group, add an auto confirmation message, and customize other details

We have more detailed instructions in our Help Center!

Signup Widgets For Your Website, Email Blasts, and Facebook

If you have a website or send email blasts, you can create a customized widget that allows people to join your texting list by entering their phone number. If you send emails to your contacts, you can add a link to the widget that we host for you. If you have a Facebook page, you can create a custom tab that allows people to join your list without ever leaving your page. 

Choosing a Plan or Paying for Messages

Most of our clients choose to upgrade to one of our monthly plans. Monthly plans include plan messages and keywords. There are no contracts to sign and you can cancel your monthly plan at any time. If you are on a plan, you can also buy messages at a discounted price. Please note that plan messages do not roll over from one plan cycle to the next.

If you're logged in, click here to see available plans. Otherwise, check the pricing page. Need a custom plan? Contact us now.

Already a Pro? Learn More About Advanced Features

Message Forwarding

Message forwarding is a great feature if you can't get to a computer. We can forward all of your incoming messages to any email address for free. If you'd like us to forward your incoming messages to a mobile phone number we can do that as well. In the screenshot below, you can see that there is a third option, API, which we will cover in a bit.

Send-from-Phone

Our Send-from-Phone feature allows you to text groups of contacts from your own phone. Send-from-Phone requires a Keyword, which you will connect to a group or multiple groups. You can authorize up to three phone numbers to send messages for a given keyword-groups connection. Sending messages is simple. From an authorized phone number, text our shortcode like this: "Keyword Your Message To Your Group". Whenever we receive a message like this from an authorized phone number we will automatically send that message to the selected group or groups.

API / SMS Gateway

If you have an existing website or application, you can easily connect to EZ Texting using our APIs. In addition to sending and receiving messages, you can perform many account functions including renting and configuring keywords, blasting voice messages, and purchasing credits. To learn more about our API, visit the Developer Center for code samples, documentation, and more.

Getting Support

If you ever experience difficulties with your EZ Texting account, we're here to help. You can create a support ticket within your account. When we respond to your support ticket, we will send the response to your support inbox and email you. You can also contact us via chat and phone during regular business hours.