How Textline works for businesses

Textline is the industry’s most secure business texting platform designed to help teams simplify and scale communication. Discover how to get started.

1. Connect

Choose a number

Pick the best phone number type for your business texting needs.

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Use your current number

Add texting functionality to an existing phone number like a landline or VoIP.

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Set up a new number

Get a new phone number for texting like a toll-free or local number (10DLC).

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2. Register

Ensure SMS compliance

Textline makes it easy to register your brand and SMS campaign to comply with industry regulations. You register in app and must complete it before texting your customers. You’ll need to provide:

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Brand information

Provide details about your company so mobile carriers can ensure its legitimacy.

SMS campaign information

Share specifics about your texting use case and opt-in procedures.

3. Configure

Customize Textline for your business

Set up Textline to work best for your unique business needs.
While awaiting brand and campaign approval, you can:

Pick your plan

Choose the pricing plan that fits your business needs. We offer Limited, Standard, Pro, Enterprise, and HIPAA-compliant plans.

Create departments

A department is a phone line. Organize phone numbers based on franchise location, department function, branch, and more.

Invite your team

Add colleagues to your account. Assign them user roles, add them to departments, track their availability, and measure their performance.

Add contacts

Import your contacts into the Textline address book via a CSV file or add them when they text you.

Choose security settings

Add the security settings your business needs. You can enable data retention rules, domain claiming, user controls, and more.

Integrate tools

Connect Textline with the tools your business already uses. We integrate with software such as HubSpot, Slack, Salesforce, Zapier, and more.

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4. Engage

Start meaningful conversations

Customers want personalized, real-time conversations. Texting lets you talk to more customers at once without losing that human touch. With Textline you can:

Conversation that demonstrates internal messaging from agent to agent, titled Whispers

Converse one on one

Two-way texting

Text back-and-forth with an individual customer to answer questions, solve issues, and build stronger relationships.

Reach more people

Announcements

Send texts to multiple customers — or all of them — at once. Announcements are Textline’s term for mass texting. You can even segment your audience list for more tailored bulk messaging.

Group message

Textline is the first in the industry to offer true group texting. Text with a group of customers or employees on the same text thread.

Conversation that demonstrates internal messaging from agent to agent, titled Whispers
Conversation that demonstrates internal messaging from agent to agent, titled Whispers

Collect feedback with ease

Use Textline’s built-in SMS surveys to collect customer feedback in just a few clicks. Send an NPS, CSAT, or custom survey.

Personalize conversations

Pull unique customer data, like first name, into texts with variable fields. You can also add a dash of personality with emojis or send attachments to upgrade conversations.

Conversation that demonstrates internal messaging from agent to agent, titled Whispers

Take it out for a spin

Try Textline free for 14 days. No credit card required.

5. Collaborate

Help your team thrive

Textline’s SMS platform was designed with teams in mind. Our versatile collaboration features to help teams win.

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6. Optimize

Drive better results

We know metrics matter. Textline has the tools your business needs to track performance and optimize processes.

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Measure performance

Track your SMS efforts with Textline’s built-in metrics. Measure KPIs, team performance, and agent metrics to stay on track and meet your business goals.

Improve your workflow

Enhance your SMS workflows by automating processes and messages.

Automations

Set up automated texts to trigger or auto-assign inbound messages to team members with routes.

Message templates

Use our Shortcuts feature to create and store text message templates for frequently asked questions. This can help you improve response rate.

Auto-replies

Set up auto-responders for when you’re out-of-office or customers message in outside of business hours.

Conversation that demonstrates internal messaging from agent to agent, titled Whispers

How Textline works

Reply from anywhere

Manage text conversations from multiple devices, including desktops, laptops, tablets, and mobile phones. Stay safely connected and respond from anywhere whether you’re in the office or in the field.

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Enhance business communication with Textline

Ready to start texting your business contacts? Try Textline free today for 14 days. No credit card required.

Try it for free

Questions? Text us: +1 415-849-4349 or contact us here.