WayCool Software, Inc.

Why CoolFocus Inbox can't text donors today, how carrier registration works, and what to use instead.

Texting Donors: Why It Isn't Available Yet

Record a client's texting consent once from their record so OK to Text and the consent history both update.

Record a Client's Texting Consent

Add an embeddable chat bubble to your website. Visitor chats open in the Inbox for CoolFocus Premium subscriptions.

Website Chat Widget

How Inbox Domains keep Client, Donor, and Volunteer conversations separate, and who can see each domain.

Inbox Domains: Client, Donor, and Volunteer

CoolFocus can't send one text to a whole group. Here's how to reach several people instead: Inbox texts, an email to a segment, or a text with a link.

Texting More Than One Person

How to combine duplicate conversations while keeping the message history.

Merging & Cleaning Up Conversations

What the Unresolved Texters mailbox means, how Unknown Texter and Anonymous Text differ (same meaning, different label history), and how to identify those people.

Unresolved Texters

Practical habits for keeping conversations useful, secure, and actionable.

Inbox Best Practices

How to read the yellow delivery warning cards shown in Inbox when a text message cannot be delivered.

Understanding Text Message Delivery Warnings

Attach images or short videos to Inbox messages, the supported file types and sizes, and how MMS fees apply.

Message Attachments

Use notes, tags, and tasks inside Inbox conversations to hand off follow-up and keep context with the thread.

Notes, Tags & Tasks in Inbox Conversations

Understand how conversations connect to people and related work in CoolFocus.

Conversation Types and Linked Records

Organize Inbox work from first message to resolution — assign, notes, tags, bulk actions, and close.

Managing Conversations in Inbox

General guidelines regarding your Privacy Policy, Terms & Conditions, and Client Texting Consent Form as required by the phone carriers and The Campaign Registry. Click the section headers if you…

Texting Compliance Overview

What phone carriers and the national Campaign Registry need before your organization can use the CoolFocus texting feature in Inbox — Privacy Policy, Terms & Conditions, Client Texting Consent Form,…

Signing Up for Inbox: Texting Compliance Requirements

CoolFocus can create your texting Privacy Policy for you. If you use your own, here is what carriers need: a public page with mobile/SMS non-sharing language.

Privacy Policy Requirements for Texting

What carriers need on your Terms for Inbox texting approval — SMS (Short Message Service) rules, STOP/HELP, rates, and the carrier delivery disclaimer.

Terms and Conditions Requirements for Texting

What carriers need for client SMS/texting opt-in proof — consent form requirements, public Google share steps, and sample disclosure language.

Client Texting Consent Form Requirements

What happens in Inbox when a phone number was wrong or a client gets a new number — and how to choose the right option.

When a Phone Number Changes on a Text Conversation

A clean starting point for conversations, assignments, replies, and follow-up.

Inbox Overview

Configure Inbox composer defaults for your organization in Settings, separate from buying a texting number.

Inbox Settings

Customize the text invite CoolFocus sends when staff send a secure message, including the available merge fields.

Customizing the Secure Message Invite

A first-day guide to the Inbox: read, reply to, assign, and close conversations in a few minutes.

Getting Started in the Inbox

How staff should think about outbound SMS from CoolFocus.

Sending Text Messages

Quick guide: when regular SMS is fine and when to use a secured message instead.

When to Use a Regular Text vs. a Secured Message

When you need to close multiple conversations quickly

Selecting Multiple Conversations

Why this message appears on a text conversation and what staff should do next.

Client identity review: phone match disagrees with appointment client

Troubleshoot an organization-wide texting problem, a blocked contact, or a message that has not arrived.

Why can't I send or receive text messages?

Jonathan Marbutt

Inbox & Messaging

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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