LogoLogo
HomepageStatus Page
  • Political & Nonprofit Phone Outreach
  • 🚀Outreach Solutions
    • Text Messaging
      • Let's Get Started!
      • Agent Portal
      • Political Texting Playbook
      • Nonprofit Texting Guide
      • Compliance
        • 10DLC
        • Script Content Standards
    • Voice Messaging
      • RoboCalls
      • Keypad Surveys
      • Transfer Calls
      • Voice Messaging Playbook
      • Engaging Voice Scripts
      • Compliance
    • Voter Data
      • Data Management
      • Phone Quality Guide
      • Request Voter Data
      • Request Data Append
        • Available Mapping
      • Compliance
    • Service Portfolio
      • Guided Setup
      • TeleTownHalls
        • Setup & Pricing
        • TTH Scheduling Form
      • Website Design
        • Website Design Form
      • Script Polishing
        • Craft My Script
      • Voice Talent
        • Voice Talent Order Form
      • Phone List Scrubber
        • Landlines vs Mobile Outreach
      • Virtual Inbox
      • Live Calls
  • 📡Expertise
    • Grassroots Outreach
      • Sample Proposal
    • Political
      • GOTV
    • Nonprofits
    • Governments
    • Fundraising
    • FullPAC
  • 📋Training Modules
    • Tutorials
      • Quick Start Guide
      • Creating an Account
        • Managing Multiple Organizations
      • Scrub Your Phone List
      • Voter Data Quote Walkthrough
      • Create Text Scripts
      • Schedule a P2P Text Message
      • Setting Up KeyPad Surveys
      • Launch a Voice Campaign
      • Master the Agent Portal
    • Crafting the Perfect Text Script
    • Political Polling Playbook
      • Mastering Surveys Scripts
    • Ultimate Strategy Guide
      • Setting a Budget: Balancing Outreach Spending
      • Voter Data: The Backbone of a Winning Campaign
      • P2P Text Messaging: The New Frontier
      • Voice Messaging: Direct Communication at Scale
      • Surveys: Capturing Voter Sentiment
      • Fundraising: Modern Donor Engagement
      • Layered Messaging: Maximum Your Impact
      • GOTV Strategy: Mobilize Your Voters
    • The Most Frequently Asked
      • Who Can Use RoboCent?
      • Terms & Definitions
      • SMS FAQ
  • 🌎Explore
    • About Us
      • We're Expanding!
    • Transparent Pricing
      • Subscription Packages
      • Bulk Pricing Options
      • Refund Policy
      • Best Price Guarentee
      • SMS Segments
    • Case Studies
      • Alderman Persuasion Campaign to Stop Property Tax-Hike Vote
      • Awareness Campaign for Advancement of Puerto Rico Statehood
      • Boosting Shareholder Proxy Vote Engagement Through Precision Outreach
      • Mobilizing Shareholders for DWAC+TMTG Merger Approval
      • Judicial Crisis Network Confirm Brett Kavanaugh Project
      • FPWA Text Message Surveys Gather Critical Data for Advocacy
      • Rallying Families for National School Choice Week 2025 via High-Impact P2P Texting
    • Success Stories
    • Partner Program
      • Apply for Partnership
      • ImpactOutreach
    • Contact
      • Leave Feedback
      • Status Page
      • Press Releases
        • Sept 3rd, 2024
    • Legal
      • Responsible Use Policy
      • Terms of Service
      • Acceptable Use Policy
      • Data Compliance Agreement
      • Privacy Policy
      • Do Not Call Compliance
        • Personal DNC Request
Powered by GitBook

Legal Compliance

  • Responsible Use Policy
  • Terms of Service
  • Privacy Policy
  • Acceptable Use Policy

Resources

  • Launch App
  • Homepage
  • Agent Portal
  • Status Page

© 2024 RoboCent, Inc.

On this page
  • The Basics
  • Do I need to use the Agent Portal?
  • Who Sends the Texts?
  • How to Use the Agent Portal
  • Step 1: Navigate to the Agent Portal
  • Step 2: View Available Campaigns
  • Step 3: Send Initial Messages
  • Step 4: View and Respond to Inbound Messages

Was this helpful?

Export as PDF
  1. Training Modules
  2. Tutorials

Master the Agent Portal

The Heart of the RoboCent Texting Platform.

Last updated 21 days ago

Was this helpful?

The Basics

Do I need to use the Agent Portal?

If you've selected (or plan on selecting) the , you or your agents will need to use the Agent Portal to send the initial messages and manage conversations.

Who Sends the Texts?

How to Use the Agent Portal

This guide assumes you already have a User Account with RoboCent. If you need to create an account, visit our guide by clicking the link below.

Click Here to view our Guide ->

Additionally, to use the Agent Portal you must first be invited to join an Organization and assigned to the campaign. Once invited, you will receive an email confirming you have been successfully added to the campaign.

If you are not seeing any campaigns, contact your Account Administrator.

If you are an Account Administrator, review this guide to invite agents to your campaign ->

Step 1: Navigate to the Agent Portal

To access the Agent Portal, select the Agent Portal button next to your scheduled Text Message Campaign.

To learn how to schedule a Text Message, visit our Guide ->

Step 2: View Available Campaigns

In the upper left corner of the page, select the Campaign you want to view from the Dropdown Menu.

Step 3: Send Initial Messages

When the campaign becomes active (once the Start Time on the Start Date has been reached) you will be able to send the initial messages to your contacts.

To do this, all you need to do is select "Start Conversation". This will bring up a 1-on-1 conversation with the first contact in your queue.

To send a single message to the contact, select "Send". To send a single message to the contact and load the next text for the following contact, select "Send+New".

Step 4: View and Respond to Inbound Messages

At any time during the sending process you can begin managing inbound responses. On the same page you are sending the text messages, select "Inbox" on the top left of the page.

Now that we have received Inbound Responses, we will want to read what people sent us. From the Inbox view, we can click on different messages from our contacts and respond in a 1-on-1 conversation with each contact.

To conversate with a contact, select their name from the list of contacts on the left of the page. Once selected, you can type your response using the text box on the bottom of the page. Once you are happy with your message, select "Send" to send this message to that contact.

You can also use preloaded scripts by selecting it from the "Templates" section in the middle of the page, below the contacts name and phone number in the conversation window. This will automatically preload the text box on the bottom of the page with the script verbiage. You can then edit the message or send it as is.

Only account administrators will be able to see all messages received. If you are accessing the Agent Portal with an Agent account, you will only be able to see messages that have been sent to you.

Success! You can now successfully use the Agent Portal like a pro!

To learn more about this process, visit our Guide ->

📋
Text Messaging with RoboCent
How To: Schedule Text Message Campaign
How To: Sign-Up
Click Here to see why Text Messages must be sent by a human
"Self-Service" option when you schedule your Text Message
How To: Invite Agents to a Campaign