First Login Guide

This guide walks you through your first login to TextFlow and helps you get oriented with the platform.

Before You Begin

You should have received:

• ✅ TextFlow URL from your administrator
• ✅ Email address (your login username)
• ✅ Temporary password (via email)

If you haven’t received these, contact your system administrator.

Step 1: Navigate to TextFlow

Open your web browser and go to your TextFlow URL:

• Production: Your organization’s custom URL

Step 2: Enter Your Credentials

1. Enter your email address in the first field
2. Enter your password in the second field
3. Click Sign in

First-Time Users

If you received a temporary password via email, you may be prompted to change it immediately after logging in. Choose a strong password with at least 8 characters.

Step 3: Change Your Password (First-Time Login)

If your administrator sent you a welcome email with a temporary password, you’ll be redirected to a password change screen.

Password Requirements:

• Minimum 8 characters
• Mix of letters and numbers recommended
• Avoid common passwords

After setting your new password, you’ll be automatically logged in.

Step 4: View the Dashboard

After successful login, you’ll land on the Dashboard. Here’s what you’ll see:

Performance Metrics

At the top of the dashboard, you’ll find key performance indicators:

Metric	Description
Messages Sent	Total messages sent this period
Delivery Rate	Percentage of messages successfully delivered
Response Rate	Percentage of recipients who replied
Opt-out Rate	Percentage of recipients who unsubscribed
Bounce Rate	Percentage of failed deliveries
Error Rate	Percentage of messages with errors

Phone Numbers

View your organization’s SMS-enabled phone numbers:

• Number name/label
• Phone number (format: +1 XXX-XXX-XXXX)
• Status (Primary, Secondary, etc.)

Team Members

See other users in your organization:

• Email addresses
• Active/Inactive status

Subscription Plan

Your current plan details:

• Plan name
• Monthly cost
• Status
• Usage statistics

Usage Metrics

Monitor your message usage:

• This Month’s Usage: Total messages used vs. plan limit
• Today’s Usage: Daily limit tracking
• Next Reset: When your usage counters reset

Message Activity Chart

Visual representation of recent messaging activity:

• Sent messages
• Delivered messages
• Responses received
• Bounced/Failed messages

Step 5: Configure Your Profile

Before you start using TextFlow, set up your profile:

1. Click Settings in the top navigation
2. Click the Profile tab

Update the following:

• First Name: Your given name
• Last Name: Your family name
• Phone (optional): Your phone number
• Timezone: Your local timezone for scheduling

3. Click Save Profile

Email Cannot Be Changed

Your email address is your permanent login username and cannot be changed from the profile settings. Contact your administrator if you need to change it.

Step 6: Explore the Navigation

TextFlow’s main navigation bar includes:

Tab	Purpose
Dashboard	Performance overview and quick actions
Contacts	Manage contact lists and subscribers
Campaigns	Create and monitor SMS campaigns
Messages	Two-way messaging inbox
Settings	Account and system configuration

Step 7: User Menu

Click your initials in the top-right corner to access:

• Your name and email
• Sign out option

Troubleshooting First Login

”Invalid credentials” Error

Cause: Incorrect email or password

Solution:

1. Double-check your email address (no typos)
2. Verify your password (case-sensitive)
3. Use the Forgot your password? link if needed

”Too many authentication attempts”

Cause: Multiple failed login attempts triggered rate limiting

Solution:

• Wait 15 minutes before trying again
• Contact your administrator if urgent

Can’t Receive Password Reset Email

Cause: Email delivery issues

Solution:

1. Check your spam/junk folder
2. Verify the email address is correct
3. Contact your administrator to resend the welcome email

Next Steps

Now that you’re logged in:

1. Dashboard Overview - Learn about all dashboard features
2. Understand Roles & Permissions - Know what you can do based on your role
3. Import Contacts - Add your first contacts
4. Create a Campaign - Launch your first SMS campaign

Security Best Practices

• ✅ Use a strong, unique password
• ✅ Don’t share your login credentials
• ✅ Log out when using shared computers
• ✅ Enable two-factor authentication (if available)
• ✅ Report suspicious activity to your administrator

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Welcome to TextFlow! You’re now ready to start managing your SMS campaigns.