How to Use Message
Walk through Signal Vine and learn more about the options available to you
User Management
Support and FAQs
My Settings
User Guides
Inbox Management
- Automatically Move Messages to 'No Action Needed' After Responding
- How do I mark a conversation as read?
- How do I mark a conversation as unread?
- What is the difference between the "Action Needed" and "No Action Needed" folders in the Inbox?
- How do I mark a conversation as “Action Needed” or “No Action Needed”?
- How do I see my most recent messages?
Analytics
Messaging
- How do I message a list of contacts from a .csv file?
- How do I Export Our Message History?
- How do I send a message to more than one contact using the advanced search rule builder?
- Program Messages using the Message Template
- Schedule Messages with Up-to-Date Search Criteria Using Smart Send
- How do I delete a future scheduled message?
Contact Management
- Upload and New Contacts With Your Data File
- How do I add new contacts and update existing contact data in the same file?
- How do I update a contact's customer_id?
- How do I edit a contact's profile data?
- How do I export contact profile data?
- How do I add a single contact?
Settings
Program Management
- How do I change a program's display name?
- How do I create new custom fields?
- How do I make a field read-only?
- How do I change a field's display name?
- How do I hide a field?
- How do I adjust program settings?
User Management
- How do I add a new account admin?
- How do I add a new program admin?
- How do I delete a user?
- How do I update the permissions of existing users?
- How do I add a new counselor and assign groups?
- How do I invite Program Admins in bulk?