How do I set up email notifications for incoming messages?

You can configure email notifications to be sent to your inbox whenever you receive a text message in MyRepChat. This is especially useful if you tend to monitor your email more closely than MyRepChat itself.

Note: If you're part of a broker-dealer using automated consent or disclosures, that process can override an email notification from being sent. Inbound messages from a new contact won't trigger an email notification for the first incoming message.

How Do I Set Up Email Notifications?

1. In the left menu, under Messages, click Auto Responses.

2. Click Add Auto Response.

   

3. The New Auto Response pop-up opens. It has two steps: When, which sets what triggers the auto response, and Then, which sets what happens next.
   
   

4. Under When, keep Incoming SMS selected in the When an... field. It's selected by default.

5. Leave the Equals field blank, so the auto response applies to all incoming texts.

6. Click Next.
   
   

7. Under Then, click Send email.

   

8. In the Send to email address field, type the email address where you want to receive notifications.

9. Click Save.

   

Your new auto response appears in the Auto Responses list, with its toggle turned on (green). To stop email notifications, turn the toggle off.

What Will the Email Notification Look Like?

Email notifications arrive as plain text and include the contact's name along with their message.