1. For more information about creating a contact groups, please visit:  Contacts Page
   

Add an Opt-In Keyword to a New Contact Group

1. Log-in to: https://hms.teletask.com/, your email address is your username.
   
   
2. Click on Contacts   in the top menu bar.
   
   
3. Press Create a new Group  button in the top right-hand corner.
   
   
4. Type a Group Name for the new contact group
   
   
   
   
5. Under Where do you want to import contacts from?, select the radio button for Add Contacts Later.
   
   
   
   
   
6. Press the Next  button to finalize your selection. The contact group will now be created.
   
   
7. Locate the newly created contact group in the list, click the drop-down menu next to Edit, and choose Settings to open the Settings tab.
   
   
   
   
8. On the Settings tab, click on the Add Opt-In keyword button   to open the opt-in keyword Settings.
   
   
   
   
9. Under Opt-in keyword, input the word, phrase, letters, or numbers you wish participants to text to your organization in order to be added to the contact group. The keyword must be a minimum of 4 characters, is not case sensitive and cannot be used by any other contact group or in a message's auto response.
   
   
1. For more information about auto responses please visit: How to: Add Auto-Response For Text Messages
   
   
   
   
10. Under Canned auto response, type the message that will be sent to the recipient when the keyword is received. You can include Merge Tags, Web Surveys, or Media Files in the text box.
    
    Note: We recommend configuring this message as a text message and then copying over the message to the Canned auto response field to make sure any custom links and Merge Tags are configured correctly. You can re-size the field by right-clicking and dragging on the bottom right-hand corner   icon.
    
    
    
    
1. For more information about Merge Tags, please visit: How to: Create a Text Message
   
2. For more information about Web Surveys, please visit: How to: Create a Web Survey
   
3. For more information about Media files, please visit: How To: Add and Send Media Files
   
   
11. OPTIONAL:  To open a new chat on the Chat page of the web portal, check the box for Route Responses to Chat. This chat will open as Unread and Unassigned without a Subject associated with it.
    
    Note: The option to Route Responses to Chat must be checked if you want to utilize the options Mark Chat Responses as Read, Assign Chat Subject, or Assign Chat to User (Optional Steps 12-14).
    
    
    
    
12. OPTIONAL:  To leave the chat Open but left in the Read status, check the box for Mark Chat Responses as Read. If the chat was already in the Unread status before the Reply Text is received, it will remain Unread.
    
    
    
    
13. OPTIONAL:  To assign an existing subject to the chat, use the drop-down menu to select the subject under the Assign Chat Subject heading.
    
    Note: Removing a chat subject from the Chat Settings will result in any auto-responses with that assigned chat subject to appear with a blank chat subject, both in Chats and Reports.
    
    
    
    
1. For more information about creating chat subjects, please visit: How to: Add Subjects to Chat
   
   
14. OPTIONAL:  To assign an existing user to the chat, use the drop-down menu to select a user under the Assign Chat to User heading.
    
    Note: Please verify the user the chat is being assigned to has access to the Chats page on the web portal.
    
    
    
    
1. For more information about adding users, please visit: How to: Add a New User
   
   
15. Press the green Next   button in the bottom right corner to save your changes. The Opt-in keyword is now live and ready to be used.
    
    
16. OPTIONAL: Repeat steps 6 through 15 to add additional Opt-in keywords to your contact group. 
    

Adding an Opt-In Keyword to an Existing Contact Group

1. Log-in to: https://hms.teletask.com/, your email address is your username.
   
   
2. Click on Contacts   in the top menu bar.
   
   
3. Locate the contact group that you will be editing in the list, click the drop-down menu next to Edit, and choose Settings to open the Settings tab.
   
   
   
   
4. On the Settings tab, click on the Add Opt-In keyword button   to open the opt-in keyword Settings.
   
   
   
   
5. Under Opt-in keyword, input the word, phrase, letters, or numbers you wish participants to text to your organization in order to be added to the contact group. The keyword must be a minimum of 4 characters, is not case sensitive and cannot be used by any other contact group or in a message's auto response.
   
   
1. For more information about auto responses please visit: How to: Add Auto-Response For Text Messages
   
   
   
   
6. Under Canned auto response, type the message that will be sent to the recipient when the keyword is received. You can include Merge Tags, Web Surveys, or Media Files in the text box.
   
   Note: We recommend configuring this message as a text message and then copying over the message to the Canned auto response field to make sure any custom links and Merge Tags are configured correctly. You can re-size the field by right-clicking and dragging on the bottom right-hand corner   icon.
   
   
   
   
1. For more information about Merge Tags, please visit: How to: Create a Text Message
   
2. For more information about Web Surveys, please visit: How to: Create a Web Survey
   
3. For more information about Media files, please visit: How To: Add and Send Media Files
   
   
7. OPTIONAL:  To open a new chat on the Chat page of the web portal, check the box for Route Responses to Chat. This chat will open as Unread and Unassigned without a Subject associated with it.
   
   Note: The option to Route Responses to Chat must be checked if you want to utilize the options Mark Chat Responses as Read, Assign Chat Subject, or Assign Chat to User (Optional Steps 8-10).
   
   
   
   
8. OPTIONAL:  To leave the chat Open but left in the Read status, check the box for Mark Chat Responses as Read. If the chat was already in the Unread status before the Reply Text is received, it will remain Unread.
   
   
   
   
9. OPTIONAL:  To assign an existing subject to the chat, use the drop-down menu to select the subject under the Assign Chat Subject heading.
   
   Note: Removing a chat subject from the Chat Settings will result in any auto-responses with that assigned chat subject to appear with a blank chat subject, both in Chats and Reports.
   
   
   
   
1. For more information about creating chat subjects, please visit: How to: Add Subjects to Chat
   
   
10. OPTIONAL:  To assign an existing user to the chat, use the drop-down menu to select a user under the Assign Chat to User heading.
    
    Note: Please verify the user the chat is being assigned to has access to the Chats page on the web portal.
    
    
    
    
1. For more information about adding users, please visit: How to: Add a New User
   
   
11. Press the green Next   button in the bottom right corner to save your changes. The Opt-in keyword is now live and ready to be used.
    
    
12. OPTIONAL: Repeat these steps to add additional Opt-in keywords to your contact group.