Monday, September 2, 2013

How to create a SendTree account

SendTree is a messaging service that allows you to send messages to groups of people for information updates, notifications, and reminders. For example, its text messaging service can be used for marketing to existing customers, to promote events, or simply to communicate with interested parties. Our SendTree guide has many additional examples of how it may be used.

This is a quick tutorial on how to create a SendTree account. A future post will demonstrate how to send a message. [Update 10/2: how to send a test message]

You can create a new account by visiting https://www.sendtree.com/create-account. You need to supply a valid email address, a new password, and provide the name of your organization.



Note: your password should be at least 8 characters long, have at least one digit, and at least one upper case letter.

After you have created your account, you will be prompted to create your first SendTree, which comes with its own phone number. The screen looks like this:



Hang on a minute...  let's answer a couple of questions about this screen:


What's a SendTree?

A SendTree is a list of people, and a SendTree has a unique phone number. You should name your SendTree so you can remember what that list of people is all about. For the example above, I have created a SendTree for my "VIP Customers", to whom I might occasionally send announcements or special deals.


What about the phone number? What's that for?

The phone number will be used for all phone interactions with that list of people. For example, if you send out a text message to the list, your recipients will receive the message from your SendTree's phone number. Same with outbound voice messages.

You can also have people text JOIN to your SendTree phone number to add themselves to the list as recipients of text messages. Or if they want to receive voice messages, they can call the same number and follow the prompts to add themselves as voice message recipients.


Let's continue...

So this page is where you assign a name to your SendTree, and where you can search for a local number if you don't like the number presented. Note: we provide phone numbers for most of the US and Canada, but there are a few area codes where we sometimes run out of available numbers.

So once you have created your first SendTree, then your account is ready to send messages! We'll make another blog post on that topic. After you create your SendTree, you should see the list-of-recipients page, which looks something like:



If you have any questions, send us an email at help@sendtree.com. Enjoy your new account!