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Set Up & Use Conversations

Welcome to the Conversations tool. If you find yourself on this page, you are ready to set up and use the new tool! That is great news, we are sure you’ll love it.

 

Already using Conversations? Access the tool here. https://app.materialretail.com/conversations watch this video for instructions on how to send a text! Never set up conversations yet? Skip this video!

 

Please follow these steps to set up the tool and learn how to send messages to your customers.

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If you still have questions or need help with the setup, contact Material POS Support.

Step 1 - Enabling Conversations

  1. Go to https://app.materialretail.com/settings
  1. Click Conversations
  1. Click Enable/Disable Conversations
  1. Click the grey toggle and make it green
 

Step 2 - Selecting a Phone Number

  1. Go to https://app.materialretail.com/settings
  1. Click Conversations
  1. Click Phone numbers
  1. Click add phone number
  1. Search for your area code and/or numbers you want to have in the number
  1. Select a number
  1. Name your number and assign it to a location
  1. Click Add phone number
 

Step 3 - Sending your first text message

  1. Go to https://app.materialretail.com/home
  1. Click Customers
  1. Click Conversations
  1. Click New Message
  1. Search for a customer by name, email, or phone number
  1. Click on the customer and enter the conversation
  1. At the bottom of the page, type your message and click enter or send.
  1. Send a photo by clicking the photo icon at the bottom left corner of the screen.
 

Pricing.

Conversations is free to get started and use. Every account includes 50 customer conversations per month at no additional cost. See the pricing below for additional conversation volume.

Conversations per month
Total Price (Not including shipping and tax)
0-50
Free
51-200
$50
201-500
$75
501-1000
$150
1001-2500
$250
2501-5000
$500
5001-10000
$850
10000+
Reach out for pricing
 
 
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