Table of Contents

Contact Scripts

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This is where you’ll create and manage scripts that your Users will use when they’re messaging or emailing people using Contact Actions in the app. You can create multiple scripts to have active at a time, which your users can pick from after choosing a contact action (see our Contact Actions knowledge base article to learn more about how users will see Contact Scripts in app).

Tutorial Video

Admin Screen

On the admin screen, there are two tabs for Email and Messaging scripts. They display the script Label, Created By, Created Date, Subject Line (email only), Script, and Status. You can also search for a specific script, or filter by whether a script is active or inactive.

Adding a new Contact Script

To add a new script, tap the Add Script button in the upper right hand corner of the screen. You can add the following information:

  • Label: Script name displayed in the app
  • Type: Messaging or Email
  • Status: Active or Inactive
  • Subject: email only
  • Script: Message content

Tips and Tricks

Personalize a script by using templating in the subject line (for email only) or body text of a message! You can use {{person.first_name}}, {{person.last_name}}, {{user.first_name}}, and {{user.last_name}}.

Editing an existing Contact Script

Just tap on an existing contact script to bring up the Contact Script editor on the right. You can edit the Label, Subject (email only) Script, and Status, as well as view the API ID for that Contact Script.

Reach Basics campaigns are limited to three Contact Scripts. Reach Complete and Reach Movement can have unlimited scripts.

Contact Script Strategy and Tips

We generally like to think of Contact Scripts as “initial message” scripts for different scenarios. We’d suggest keeping them not much longer than an initial text from a P2P Texting tool (160 characters or less), but that is not a hard-and-fast rule.

Just because you can use template tags in a script doesn’t always mean you should. How many texts to you get from your friends that start with your name?

In terms of scripts for “canned responses” for use later in a conversation, that’s a bit different than a P2P tool because these conversations are happening from the user’s own phone number with people they know in real life, and often don’t want to seems quite as scripted. Plus, the actual texting is happening in the user’s own texting app so its not quite as convenient to insert a script from Reach in the middle of a conversation.

If you have some very common canned responses that need to be used all the time, you can certainly provide those to your users as scripts, but the user would have to go back to Reach and go back to their Network and find the person and tap Message again, and pick the script, so that may not be obvious to them. What we see some folks doing instead, is make an Action Card on the home screen for “Talking Points” or “FAQ” and provide some facts and tidbits there which users can quickly access and copy/paste into their conversations. It’s more like helping them have the info they need on hand to have a real honest informed conversation with a friend, and less like spoon-feeding them specific scripted responses.

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