How To Use Group Texting

Note: This product is in beta and not yet available.

Group texting is a powerful way to communicate with multiple contacts who share mutual financial interests, like families or business partners. It makes it easier to share important information quickly and efficiently. Below, we'll guide you through the process of starting a Group Message in MyRepChat.

Step-by-Step Guide to Start a Group Message

1. In your MyRepChat dashboard, click the ‘Messages’, then the ‘+ Message’ button.
2. From the drop-down menu, select the ‘Group Message’ option.
3. Search and Select Contacts
   1. A search bar will appear. Use this to search for and select your contacts.
   2. Note: You must select between 2 to 9 contacts to start a Group Message.
4. Request Opt-In for Contacts
   1. For contacts that have not yet opted into messages, select the ‘Request Opt-in’ option next to their names.
   2. Contacts who have opted out of messages cannot be added to the Group Message. 
5. 1. Depending on your compliance department or home office requirements, you may need to obtain consent from recipients before sending a Group Text.
   2. Positive Consent: If Positive Consent is required, you must send a firm-specific Consent Message to all recipients and wait for them to text ‘ACCEPT’ back before proceeding.
      1.  
      Obtain Consent from Recipients
   3. Negative Consent: If Negative Consent is allowed, send the Consent Message and proceed with the Group Text without waiting for a response.

Next Steps

We recommend checking out the following related help articles to learn more:

• How do I Send a Text Message? (Desktop)
• How do I send positive consent to a Distribution List? (Group)