ROSEHELP
💬 Text messages (SMS)
Turn on text messaging (SMS) for your store
Set up Rose so your store can text consignors and vendors who said yes. Texts come from Rosebot for your store. This article covers what you need, the TEXTING settings, who pays for sales texts and which staff can do what.
In RoseRose Pro + an SMS plan
What you need before texts go outRose
You can fill in the settings at any time. Rose only sends texts once all of these are in place:
- Rose Pro: texting is part of Rose Pro.
- An SMS plan (SMS STARTER, SMS PLUS, SMS PRO or SMS INSTANT), bought in Subscription Plans. See "SMS plans, limits and refills".
- TEXTING switched on in Administration → SETTINGS (below).
- Each consignor or vendor said yes: START on their contract, or they opted in themselves in myPortal. Nobody is texted without it.
- Texts go to US mobile numbers (10 digits). Canada is planned for later.
Tip: The grey status line under TEXTING (SMS) tells you what is missing: SMS TEXTING IS COMING SOON, SMS TEXTING NEEDS ROSE PRO, NO SMS PLAN YET, TEXTING IS NOT CONNECTED ON THE SERVER YET (Consignor Connect is still setting it up), or SMS TEXTING IS ON when everything is ready.
Open the texting settingsRose
- Go to Administration → SETTINGS.
- Scroll to the TEXTING (SMS) block. The status line and YOUR PLAN (or NO SMS PLAN) are shown there.
Tip: If the boxes are greyed out, you don't have the right to change them. Ask an administrator (see Permissions).
Turn texting on and choose your settingsRose
- Tick TEXTING - send texts to consignors and vendors who said START.
- Pick WHO PAYS FOR SALES TEXTS (see the next section).
- Pick SALES TEXTS: DAILY SUMMARY - one text a day on days they sold, or INSTANT - a text when something sells (needs the SMS INSTANT plan, or the consignor's own plan).
- Tick or untick SCHEDULE TEXT REMINDERS - one text before an appointment, pick-up or drop-off.
- Pick where staff text and read replies in TEXT CONSIGNORS AND VENDORS FROM: ROSEBOT CHAT (the Rosebot chat window; the new-text count shows above Rosebot), MESSAGES (Contracts → MESSAGES; the count shows on MESSAGES at the top) or BOTH.
- Click SAVE TEXTING SETTINGS. Rose shows TEXTING SETTINGS SAVED.
- Schedule reminders always count against the store's plan, whoever pays for sales texts.
- Rose sends no automatic or group texts before 8 am or after 9 pm in your store’s time zone; reminders and sales texts wait for the morning. A one-to-one text you type yourself goes out straight away.
Who pays for sales textsRose
- STORE PAYS: your SMS plan covers every opted-in consignor and vendor. Consignors don't see any text plans in myPortal.
- CONSIGNORS PAY: each consignor or vendor buys their own text plan in myPortal. The Contracts screen notes that sales texts are paid by the consignor.
- BOTH: your plan covers the daily summaries, and consignors can buy their own plan in myPortal for instant texts.
- Texts covered by a consignor's own plan never count against your store's plan.
Turn texting offRose
- Go to Administration → SETTINGS → TEXTING (SMS).
- Untick TEXTING - send texts to consignors and vendors who said START.
- Click SAVE TEXTING SETTINGS. Rose shows TEXTING OFF.
- With texting off, Rose sends no texts, and the texting screens (TEXTS in the Rosebot window and in MESSAGES) are hidden.
- Consignors' START choices, the texts already sent and received, and your SMS plan are all kept. Tick the box again to turn texting back on.
- Turning texting off doesn't cancel your SMS plan. To stop paying for it, cancel it in Subscription Plans.
Give staff the right to textRose
- Go to User Maintenance and open the user.
- Under MODULE AND SECTION RIGHTS, tick or untick the texting rights listed under Permissions below.
- Click SAVE CHANGES.
Tip: A section right only works when its module right is also ticked. For example, the texting settings right needs Administration, and the START right needs Contracts. Its box is greyed out until the module right is ticked.
Who can do this (user rights)
| Right in User Maintenance | What it allows | Who has it at first |
|---|---|---|
| Administration: SMS texting settings (TEXTING) | Change the TEXTING (SMS) settings in Administration → SETTINGS. Also needs Administration access. | Administrators |
| Contracts: text messages - record START and the mobile number | Change MOBILE TO TEXT, START, SCHEDULE REMINDERS and SALES TEXTS on a contract. Also needs Contracts access. | Administrators and managers |
| Schedule: text reminders to consignors and vendors | Set the one text reminder on an appointment, pick-up or drop-off. | Everyone |
| Texting: text a consignor / vendor and read their texts (Rosebot chat, MESSAGES) | See the TEXTS screens, text one person and read replies. | Administrators and managers |
| Texting: group texts (picked people, all consignors, all vendors, everyone) | Send one text to picked people, all consignors, all vendors or everyone. | Administrators |
Questions
I turned texting on but nothing is being sent. Why?
Check the status line under TEXTING (SMS) in Administration → SETTINGS. It names what is missing: Rose Pro, an SMS plan, or the connection Consignor Connect is still setting up. Also check that the consignor has START ticked and hasn't replied STOP.
Who will the texts come from?
Texts come from Rosebot for your store. Every text starts with your store's name, and the first text to a number (and every group text) ends with "Reply STOP to opt out".
I bought a plan but Rose still says NO SMS PLAN YET.
Rose checks your subscriptions when you sign in. Go to Subscription Plans and click REFRESH FROM HUBSPOT AND SQUARE. Make sure you paid with one of the e-mail addresses listed on that page.
Can I text consignors from other countries?
Not yet. Rose only accepts US mobile numbers (10 digits). Canada is planned for later.
Why can't I change the texting settings?
The boxes are greyed out unless you have the Users right "Administration: SMS texting settings (TEXTING)". By default only administrators have it.