Getting Started with Connect

To send texts, you'll want to add the Connect app to your database. Please follow these steps:

1. Log into your ContactDrive account
2. On the left sidebar, click on the Apps icon
3. Click on the Browse button on the upper right hand side of your screen
4. Click on the Connect app
5. Click on the green, Add to Workspace button
6. You should see the app reflected in your sidebar

Congratulations! You can now use the Connect app to send emails and text messages.

To use Connect, follow these steps:

1. Click on the Connect icon on the right sidebar
2. Click on the Start New button in the middle of the screen (also on the upper right)
3. You can select what list to call, give the session a name (such as Event Name 2025), and even assign the session to a specific user
4. Click Add Session to save
5. From the main Connect screen, you should see your session with a green Start Calling button.
6. Click Start Calling, then it will open up in your default messaging app on your phone.
7. To customize the SMS or email messages for the session, click on the three dots next to the session name, then click Manage Settings, then click the Manage Templates tab.