Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
The Text page tracks your text-marketing usage and results, and stores the auto-text templates that reply to leads on a schedule. It's organized into 3 tabs: a usage Overview, Campaigns for past sends, and your Templates.
Opening Text Marketing
- In the left menu, go to Marketing → Text.
The page opens on the Overview tab, with Ask Lofty AI in the top-right corner.
Reading the Overview
- My text license shows your monthly limit and plan (for example, "10000/mo Elite"), with Used: and Remaining: counts and an Upgrade button.
- A date-range filter (default Custom) and audience filter (By text) sit above the metrics.
- KPI cards show Texts Sent, Texts Delivered, and Texts Delivery Rate.
- A Break down … by chart shows the same metrics over time.
Reviewing Campaigns
Click the Campaigns tab to see every text send. The table lists, per campaign: the message text, Status (for example, Sent), Sent time, Audience, Performance (Delivered %), and Usage (message count). Filter by Status using the dropdown above the table.
Browsing Templates
Click the Templates tab to see your saved auto-text templates, organized into folders such as Welcome Texts (marked (not shared) if it's personal). Each folder's table shows a Time Range (for example, "12:00 AM – 11:59 PM"), the Message text, Status, and Action. Click Add to start a new folder.
Note: Time ranges let a template auto-reply differently depending on when a lead texts in.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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