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How to Prepare a CSV to Import Contacts (Video)
Shout CRM (Customer Relationship Management) organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 19
- Video Guides
How to Use Share Links (Video)
Share links are a simple way to share your workflow with other Shout users. Imagine someone from your team just signed up for Shout and you want them to follow your process,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 4
- Video Guides
How to Use Quick Responses (Video)
Quick responses are a great way to answer frequently asked questions. Save common messages as templates and access them anywhere. When a customer says, "I want to place an order,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 3
- Video Guides
How to Set Up Channels and Groups (Video)
- Bryce Brownlow
- Bryce_Brownlow
- 11 mths ago
- 4
- Video Guides
How to Send Your First Message (Video)
To learn more about sending your first message, go here .
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 6
- Video Guides
How to Manage Groups (Video)
Sort contacts into groups to begin a unique conversation with each contact in the group at the same time. You can use group messaging to send special offers to your customers,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 4
- Video Guides
How to Import Contact CSV from Square (Video)
To learn more about Invoicing with Square, go here .
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 18
- Video Guides
1.9.1 – Order Tracking and Square Invoices
Order tracking Square invoice integration Send invoices and receipts via text
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 12
- Release Notes
How to Use Tags (Video)
Tags are labels that organize your contacts and conversations. For example, you can make a tag called 10% Discount to keep track of customers who have a discount on their next purchase, or In-Person,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 7
- Video Guides
How to Use Order Tracking and Invoices (Video)
Orders provide a way to manage your entire order process in one place. You can track orders, create new Square invoices, send invoices and receipts in a text,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 11
- Video Guides
How to Connect to Square for Invoicing (Video)
The Square invoice integration allows you to create and text both invoices and receipts directly from Shout. This saves you time, and gets you paid faster. Learn more about connecting to Square here.…
- Bryce Brownlow
- Bryce_Brownlow
- 7 mths ago
- 11
- Video Guides
How Messages are Counted (Video)
Each message you send from your customer service or marketing number is measured in groups of characters, called “segments.” A Shout subscription includes 750 message segments a month.…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 7
- Video Guides
How to Use Inbox (Video)
Shout's multi-channel inbox allows you to view all incoming messages and active conversations in one place. This means all your messages from texts (via your Customer Service or Marketing number),…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 6
- Video Guides
How to Use the Message Composer (Video)
You can access all kinds of Shout's features from the message composer – quick responses for frequently asked questions, attach files and pictures, include short links and share links, run bots,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 2
- Video Guides
How to Create Short Links (Video)
Short links are permanent links to uploaded files or other URLs. They save you characters when you need to send long URLs via text, keeping your segment count low and saving you money.…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 5
- Video Guides
How to Create Recurring Events (Video)
Recurring events allow you to send messages, run bots, or start a drip campaign on a schedule you set – daily, weekly, monthly, or custom. This features is great for things like weekly check-ins…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 4
- Video Guides
How to Create Drip Campaigns (Video)
Drip campaigns allow you to create a series of messages that are sent on a schedule you set. You can separate messages by minutes, days, or even months.…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 8
- Video Guides
How to Manage Contacts (Video)
Shout CRM (Customer Relationship Management) organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 3
- Video Guides
How to Create and Manage Scheduled Messages (Video)
Save time and stay on top of customer or team communication by scheduling messages in advance. For example, you can schedule a message when a customer places an order,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 1
- Video Guides
How to Use the Dashboard (Video)
- Bryce Brownlow
- Bryce_Brownlow
- 11 mths ago
- 6
- Video Guides
How to Build Conversation Bots (Video)
Conversation bots interact with contacts and perform automated actions based on your contact responses. They automate back and forth texting for all kinds of things – taking orders,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 10
- Video Guides
How to Use Bots (Video)
Bot is short for a web robot. Bots handle conversations for you – typically those that are simple and repetitive. Use bots to build automated workflows to save you time, help you sell more,…
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 6
- Video Guides
How to Use Topics (Video)
Topics organize your inbox, enabling you to see, at-a-glance, what a conversation is about. Learn more about topics here .
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 3
- Video Guides
How to Use Favorites (Video)
Mark an item as a favorite to bring it to the top of the list. Favorites are available for contacts, groups, bots, drip campaigns, and quick responses. To learn more about favorites, go here .
- Bryce Brownlow
- Bryce_Brownlow
- 10 mths ago
- 3
- Video Guides
How to Upgrade Your Account (Video)
- Bryce Brownlow
- Bryce_Brownlow
- 11 mths ago
- 4
- Video Guides

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