We are excited you are using the Ocelot Texting platform! Follow this checklist and guide to ensure a smooth and effective process. You’ll be texting your student community before you know it.

Training

Complete online training is available at texting.get-counseling.com.

(new users will need to create a new separate account to log in to this distinct system)

Implementation

1:1 Texting

1:1 Texting allows you to text individual recipients.

Review the Creating a 1:1 Text article to see how easy it is to start texting directly with individual users.

Campaigns

Campaigns allow you to send personalized texts to groups of recipients.

Review our Texting Best Practices and then follow these steps to create a Campaign:

1. Create a contact list

2. Create a reusable number

3. Create your new Campaign

   • Standard Campaign (simple message)

   • Yes/No Campaign (drive a conversation using yes/no prompts)

4. Managing your Campaign

• Inboxes (a central place to manage conversations)

• Analytics (usage, engagement rate, etc.)

• Opt-Outs (recipients who have opted out of future texts)

• Transcripts (complete historical records of all campaign/texting conversations)

Need assistance along the way? Open a support ticket or contact your Client Success Manager (CSM).