Call to Text
This allows clients who are calling to press a button during a phone call to start a text conversation with your center or with Infinite Worth nurses (if applicable).This form collects the information needed to set up Call-to-Text correctly for your center.
Name
*
First Name
Last Name
Email
*
example@example.com
Contact Phone Number
*
Please enter a valid phone number to contact you in the case that there are questions as the call to text flow is being set up.
Format: (000) 000-0000.
When should this option to start an SMS conversation be offered:
*
When Infinite Worth nurses are covering our chats (if you have nurses)
When we are covering our own chats
Always offer the option to start the texting conversation (preferred)
Client Phone Number (number to forward the incoming phone calls to)
*
Please enter a valid phone number OTHER than the one you are having ported or actively using in HopeSync. This is the number the clients will be forwarded to once the client's choose to have a voice conversation (instead of an SMS conversation).
Format: (000) 000-0000.
What phone number do you want to apply this to?
*
My current HopeSync phone number
Our main phone number after we request to have it ported by HopeSync here: https://form.jotform.com/230637749379067
Our main phone number that has already been ported into HopeSync
Do you want Phone Call Transcriptions (Call Sync)?
*
Please Select
Yes
No
CallSync allow transcriptions of the phone call to be automatically added as a note within the Client Conversation in HopeSync. This will allow all of the conversation to be documented in one centralized location.
Message to say when client calls:
*
Thank you for calling [Your Center Name]. If you would like to start a text conversation with our [nurses/advocates], 24 hours a day, press 1. If you would like to continue to call [Your Center Name], press 2.
Message to say when client tries to receive texts on a landline:
*
We tried to send an SMS text to the phone number you are calling from, but the text message failed. To text with a live [nurses/advocates], please call back on a text enabled phone or press 2 to continue a voice call to [Your Center Name].
SMS to send to a client phone when they choose to start texting:
*
Thank you for choosing the [nurse/advocate] SMS texting system - the [nurses/advocates] will be texting you soon.
The texting disclaimer will be sent separately
Message to say when client enters the text system successfully:
*
Thank you. Your number has been verified. [Nurses/Advocates] will reply to you soon.
This is the message that they are told when they successfully enter the chat system.
Do you want to offer English and Spanish Options in your call flow?
Please Select
Yes
No
If you are wanting the call recorded messages to be stated in both English and Spanish based on the selection click yes. You will be contacted to work out the details.
Do you want to allow for multiple locations when option 2 is chosen?
Yes
No
Back
Next
Complete the following fields only if you are wanting to set this feature up for multiple locations. If you are not wanting to set this up for multiple locations please submit the form.
How many location options do you want on your call flow?
Please Select
1
2
3
4
5
6
7
8
9
10
Please add the location name, address, and phone number for location 1:
Please add the location name, address, and phone number for location 2:
Please add the location name, address, and phone number for location 3:
Please add the location name, address, and phone number for location 4:
Please add the location name, address, and phone number for location 5:
Please add the location name, address, and phone number for location 6:
Please add the location name, address, and phone number for location 7:
Please add the location name, address, and phone number for location 8:
Please add the location name, address, and phone number for location 9:
Please add the location name, address, and phone number for location 10:
Submit
Should be Empty: