Training Webinar: Live Chat and SMS/Texting Demonstration (Messaging 2.0)

Training Webinar: Live Chat and SMS/Texting Demonstration (Messaging 2.0)

During this training, participants will learn:
  1. how a help seeker starts a chat or SMS/Text conversation
  2. how a Vols-Staff person assumes a conversation
  3. how to interact with a help seeker during a conversation
  4. how to log the conversation in the contact form
  5. how to make referrals in the conversation
  6. how to send referrals after the conversation ends via email or SMS/Text
  7. the differences between Live Chat and SMS/Text
  8. how to use Statistics to reports on Messaging conversations

The duration of this training webinar is 29 minutes.

This training webinar shows how to use Messaging 2.0, or integrated Messaging, where, when the Messaging conversation is assumed, the contact form for the Messaging portal opens, and the Messaging conversation is in the first tab of the contact form.  The majority of iCarol clients using Messaging are using Messaging 2.0.  However, a small number of clients may still be using Messaging 1.0.  If you would like to see a training webinar on Messaging 1.0, please see this Knowledge Base article: How to Log Live Chat and SMS/Texts in iCarol (Messaging 1.0).


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