Hearsay Advisor/Agent Documentation Hub

Welcome to the Hearsay User Resources Hub. Below you'll find comprehensive guides and documentation to help you get started with the Hearsay platform as quickly as possible, as well as support if you get stuck. Let's jump right in!

Get Started    

Getting Started

Overview

This section provides information on:

  • downloading and installing Hearsay Relate to your mobile device
  • authorizing a mobile device with Hearsay
  • creating a Hearsay Number
  • connecting a landline
  • opt-in and starting a conversation

Downloading and Installing Hearsay Relate to your Mobile Device

Note: Using Hearsay Relate requires a Hearsay Social account provided by your organization.

iOS (Apple)

Follow these instructions to download and install the Hearsay Relate app for iPhone and iPad.

  1. Tap on the App Store application on your iPhone or iPad.
  2. Search for Hearsay Relate.
  3. Tap on the Hearsay Relate app from the list of search results.
  4. Tap Get.
  5. Tap Install.
  6. Type in your Apple ID password and select OK, if applicable.

Android

Follow these instructions to download and install the Hearsay Relate app for Android devices.

  1. Tap on the Google Play Store application on your Android device.
  2. Search for Hearsay Relate.
  3. Tap on the Hearsay Relate app from the list of search results.
  4. Tap Install.
  5. Tap Accept.

Authorizing your Mobile Device with your Hearsay Workspace

Before accessing the Hearsay Relate application, make sure that your mobile device is synced and authorized by your workspace.

  1. Log into your Hearsay Social workspace on your desktop computer.
  2. Click your workspace drop-down menu and choose User Settings.
  1. Click Mobile Settings from the left-hand column.
  2. Click Connect New Device.
    NOTE: If you’ve already connected your mobile device to use Hearsay Social, you will still need to complete the above steps to authorize your mobile phone to use Hearsay Relate.
  1. You will be presented with instructions on the next page, highlighting your user email address and activation code in Steps 2 and 4. Keep this information open on your computer, and open up the Hearsay Relate application on your mobile device.
  1. When the Hearsay Relate application opens for the first time on your phone, you will first need to login. Enter the email address you were presented with in Step 5 and click Continue.
    Pro Tip: Click the Remember Email box for easy access.
  1. Click Connect Your Device.
  1. Enter the activation number you were presented from Step 5 of this guide to complete the authorization process.
  2. Once you’ve logged in, you may be presented with several permission notifications:
  • “Hearsay Relate” Would Like to Send You Notifications: allows your phone to notify you once you’ve received a new text message without needing to have the application opened.
  • “Hearsay Relate” Would Like to Access Your Contacts: allows Hearsay Relate to sync with your saved mobile contacts to allow for searching/texting users by the names listed on your phone.

Creating your Hearsay Relate number

For Mobile:

Once you’ve authorized your mobile device to your workspace, you’ll be able to choose between creating a FREE Hearsay Relate dedicated number or connecting your text-enabled landline phone number.

To create a Hearsay Relate dedicated number:

  1. Log into the Hearsay Relate application and choose I don’t have a landline.
  1. You will be prompted to enter in your 3-digit area code to search for a local available number. Tap the Magnifying Glass to proceed.
  1. Available numbers within your area code will be displayed. Choose one to continue by tapping Select number.

  2. Tap Acquire to confirm the number chosen.

  1. You will then be prompted to enter in your personal cell phone number. This is for enhanced voice features, such as call forwarding. Tap Let’s verify your personal number to proceed.
  1. Enter in your personal telephone number. Upon tapping Send Code, you will be given the option to receive the code either as an SMS text message or via a phone call. Choose one to continue.
  1. The next screen will prompt you to enter the 4-digit code. This is to verify you have ownership of the number you’ve chosen. Tap Verify to complete the process.

For Desktop:

  1. Log into your Hearsay workspace and click Relate at the top of the screen.
  1. Click Continue > I Don’t Have a Landline > Get New Phone Number.
  1. Type in the 3-digit area code and click the Magnifying Glass to search for available local numbers. Choose one and click Next.
  1. Click Confirm Number and Done to complete the process.

Connecting your Landline Phone Number (via mobile device)

To connect your text-enabled landline number:

  1. Log into the Hearsay Relate application and choose Enable Your Existing Landline.

  2. Enter your phone number and tap Verify.

  3. If your number is compatible for Hearsay Relate, Hearsay Relate will call your number to verify that you physically have access to it. To do this, tap Call Me. Upon picking up the phone, you will be given a 3-digit activation number. Enter the activation number into the application to complete the connection process.

  1. Hearsay will then prepare your landline for use. This step does not require any action on your part. Please return to the application after 60 minutes to begin using Hearsay Relate.

Connecting your Landline Phone Number (via desktop)

To connect your text-enabled land line number:

  1. Log into the Hearsay workspace and click Relate from your main navigation.
  2. Click Connect Landline.
  3. Type in the landline number you wish to connect.
  4. If your number is compatible and text-enabled, click Call Now.
  1. Hearsay will call your landline and will present a 3-digit activation code.
  2. Once you’ve entered the code correctly, Hearsay will begin preparing your Hearsay Relate account. This process will take up to 60 minutes to complete.

Opt-In and Starting a Conversation Using Hearsay Relate

On the Mobile application:

Before you can start a conversation with your contacts, you must first ask for consent to send messages to your contacts. You must complete this process for each contact but is only required once.

Note: If a contact has a ‘lock’ icon associated with it, you will need to get consent from that contact before you can send messages.

  1. Tap Start A New Conversation or tap the Pencil in the top right corner of the application.
  1. Type in the number you wish to text or search the name of the contact. Then tap the number when completed.
  1. Before you can customize the text message to your contact, you will be required to send the opt-in permission message to the user. To send the opt-in message, tap Ask Now.
  1. The opt-in message will appear for you to read and review, and when ready, tap Send.
  1. Until your contact responds Yes, the conversation will be highlighted with a lock icon on the Hearsay Relate home screen.
  1. Once the user responds Yes, the conversation will unlock, and you can begin texting your contact with custom language.

On Desktop:

  1. Log into your Hearsay workspace, click Relate from your main navigation, and click New Message or New Conversation.
  1. Type the full number you wish to text, or the name of the contact. Once entered, click the tab that displays directly beneath the number.
  1. You will be prompted to send the opt-in message before texting the user. Click Ask Now.
  1. You will be displayed the opt-in text, and when ready, click Send.
  1. Your conversation will be highlighted with a lock icon until your user answers your opt-in message.
  1. Once the user responds Yes the conversation will unlock and you can begin using custom language to respond with the user.

NOTE:

Grey Text Messages: Represent text messages sent by the contact.
Blue Text Messages: Represent text messages sent by the workspace owner.
Green Text Messages: Represent text messages sent by a workspace member.

Time stamps and the “on behalf of you” text is not displayed for the contact and are only shown internally.

Updated about a year ago

Getting Started


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