Group Messaging (iOS)

Article Overview

This article details how to create and send messages in the SalesRabbit iOS app. Messages can allow you to contact and coordinate with your others in your organization.  

Tip: The permissions set for a given role determine what users will show in messaging.
To view these permissions and learn how to adjust the settings for the chat feature, Click Here. 

Part 1: Navigate to Messages in the SalesRabbit app on your Mobile iOS Device

This part covers sign in steps for the SalesRabbit mobile app.

• Open SalesRabbit mobile app on your device.
• Use your email and password to sign in.
• Navigate to the "Messages" tab in the upper/lower menu bar.
  • Note: the bar may be on the bottom or top of your screen depending on your device.

Part 2: Compose Messages

This section covers steps for typing messages.

• In the "Messages" page, there are options on the top of the screen for "Chat", "News", a notepad icon, and "Settings"
• Tap the Notepad icon to begin writing a message.

• A list of users will appear on your screen when the "ABC" tab is selected. A list of organizations will show up if you select the "Group" tab. 
  • • Note: the "ABC" tab is automatically selected.
• Tap the circle on the right side of the user's name to select that user.
  • You can select multiple users to send a group message.
• Once you have selected the user, or users, you would like to send a message, tap the word done.

• After tapping done, the list will disappear, taking you back to the main screen. On the main scream you will see the name of the person or group on the top right where it previously said "Title". Below that is a message bar, simply tap the message bar to begin typing your message.

• You can tap on the plus button on the left-hand side of the message bar to add photos, videos, or other files to your message. You can even access your camera and snap photos straight from the app.

Part 3: Managing Conversations and Groups

This part provides information for managing conversations and more in depth steps for creating and managing groups.

• Select the Notepad icon to pull up the list of users.
• Choose the users you would like to add to the group chat by selecting the circles on the right side of their name.
• After choosing your desired group chat members click "Done" in the upper right-hand corner.

• After doing so you will be given the option to give your group a name. Simply select the words "Group Name".
• After you type in the name of your group, select "Create" at the top right corner.
  • Note: you do not need to name your groups, if you select "Create" without naming your group the conversation title will simply list the names of the group members.

• Once this is completed you will be able to send group messages!
• All conversations will be listed on the left hand column under "Chat" and they will be listed by order of most recent messages, they will be listed out under the title of the conversation or name of the individual.
  • You can switch between the "Chat" tab and the "News" tab to see your personal chats and group chats under "Chat" and news announcements under "News". By default, "Chat" will be selected automatically.

Pro Tips.

• The "Group" tab can be used the same way as the "ABC" tab, where you can select specific users, the only difference is the "Group" tab will list out existing Groups and organizations that already exist such as your Offices, Teams, or Regions.
• After you have your first group created you can build more groups from existing groups by utilizing the Group tab after creating a new message. From there, select which groups you want to include in this new group message.
• It is possible to edit the name of the group by selecting the group and then selecting "Settings", as well as delete the group entirely.
• The maximum amount of users in a Group Chat is 100