The dotloop Messenger located in the Android app is a great way to keep in contact with clients, share documents, or create group messages.
This feature enables your clients to interact with you solely via text messaging. As an added benefit, when interacting with clients via text messaging, the app generates a phone number for you (based on your area code) so that you can keep your own personal phone number private. Clients can save this number generated by our system and interact with you directly from that phone number.
iOS user? Click here to learn about Messenger on the iOS app.
Setting up messenger
Step 1: Open the dotloop App on your Android device
Open the dotloop app from your Android device.
Step 2: Tap on ‘Messenger’ at the bottom of your screen
To use and set up, tap on ‘Messenger’ at the bottom of your screen.
Step 3: Tap on the Get Started button
Tap on the Get Started button.
Step 4: Verify your phone number
Select your country from the drop down and enter your phone number.
Step 5: Tap the Next button
Once you have selected your country and entered your phone number tap Next.
Step 6: Enter the 6-digit activation code that was sent to your phone number.
You will be texted a 6-digit activation code, enter that on this page.
Direct messages
Step 1: Open the dotloop App on your Android device
Open the dotloop app from your Android device.
Step 2: Tap on ‘Messenger’ at the bottom of your screen
To use and set up, tap on ‘Messenger’ at the bottom of your screen.
Step 3: Tap on the pencil in the bottom right corner
Tap on the pencil in the bottom right corner to compose a new message
Step 4: Enter a name, phone number, or email to begin a conversation
Enter a name, phone number, or email to begin a conversation.
Note: You will need to have the recipient's phone number for them to receive documents or messages via text.
Note: It is a best practice to have the recipient already added to a loop.
Step 5: Type your message
At the bottom of your screen, type your message.
To share a document via text message follow the steps below -
- Tap on the paper clip icon to the left of where you type a message
- Select the loop that you will be sharing a document from
- Tap ‘Next’ in the bottom right
- Select the document(s) you need to share
- Tap ‘Next’ in the bottom right
- Verify or add contact information. You may need to add an email address or role for the recipient.
- Tap ‘Next’ in the bottom right
- Tap on the Set Access button to set document permissions.
- Tap on ‘Set Permission’ in the bottom right of the window
- Tap ‘Share’ in the bottom right of your screen
Step 6: Tap on the paper airplane icon to the right to send your message
Tap on the paper airplane icon to the right of where you typed your message to send.
Now you can see when the message and/or documents were sent, viewed, and completed.
Note: We will generate a phone number for you (based on your area code) so that you can keep your own personal phone number private. Clients can save this number generated by our system and interact with you directly from that phone number!
Group messages
Step 1: Open the dotloop App on your Android device
Open the dotloop app from your Android device.
Step 2: Tap on ‘Messenger’ at the bottom of your screen
To use and set up, tap on ‘Messenger’ at the bottom of your screen.
Step 3: Tap on the pencil in the bottom right corner
Tap on the pencil in the bottom right corner to compose a new message
Step 4: Tap on ‘Start a group conversation’
Tap on ‘Start a group conversation’.
Step 5: Enter names, phone numbers, or email addresses
Enter multiple names, phone numbers, or email addresses. You can also select people from the list.
Note: You will need to have the recipient's phone number for them to receive documents or messages via text.
Note: It is a best practice to have the recipient already added to a loop.
Step 6: Tap ‘Next’ in the top right corner
Tap on ‘Next’ in the top right corner.
Step 7: Type in the name of your group
Type in the name of your group.
Note: All members will see the name of the group
Note: You will not be able to edit the name of the group
Step 8: Tap on the checkmark in the top right
Tap on the checkmark in the top right to save the group name
Step 9: Type your message
At the bottom of your screen, type your message.
To share a document via text message follow the steps below -
- Tap on the paper clip icon to the left of where you type a message
- Select the loop that you will be sharing a document from
- Tap ‘Next’ in the bottom right
- Select the document(s) you need to share
- Tap ‘Next’ in the bottom right
- Verify or add contact information. You may need to add an email address or role for the recipient.
- Tap ‘Next’ in the bottom right
- Tap on the Set Access button to set document permissions.
- Tap on ‘Set Permission’ in the bottom right of the window
- Tap ‘Share’ in the bottom right of your screen
Step 10: Tap on the paper airplane icon to the right to send your message
Tap on the paper airplane icon to the right of where you typed your message to send.
Now you can see when the message and/or documents were sent, viewed, and completed.
Note: We will generate a phone number for you (based on your area code) so that you can keep your own personal phone number private. Clients can save this number generated by our system and interact with you directly from that phone number!