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How to add a contact in the Contact Book and send a Welcome Message

Follow these steps to add your customers into you Prokeep Contact Book and welcome them to your new service.

Getting Started:

How to Login 
Automate Your Prokeep Daily Login
Add a New Contact & Send Welcome Message
FAQs

 

To add a New Contact:

  • Login to your Prokeep profile.

  • On the left side of the Prokeep toolbar, click the contact book icon. 
  • Then, click the plus symbol.  Screenshot 2023-08-02 143237

  • Here you will enter all of the customer's contact information. Screenshot 2024-11-08 at 10.01.23 AM

 

Send a welcome message to a contact to let customers know they can now text your phone line.

To Send a Welcome Message:

  • Ensure that the preferred group is assigned to the contact and that the welcome message box is checked.
  • Note: Hovering over the "i" will showcase a preview of the welcome message.

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  • Once you click submit, your welcome message will be sent!
    submit