Start a Conversation with people outside Evertel
How to send a Direct Message invite
You have three ways you can invite others to join you in Evertel.
- Invite employees to your Agency (read article)
- Invite guests to a room (read article; Invite Guests Section)
- Invite contacts to Direct Message (DM)
- invitation by email
- invitation by text
- use your device contacts
Any user in Evertel can invite others to a one-on-one or group Direct Message. Users in Direct Message threads do NOT become members of your agency or occupy any agency seats.
- In Evertel, in the left menu click the (+) button next to the label Direct Messages
- In the Start a Conversation modal you can search and select from any member in your agency. If you’d like to DM with someone outside your agency, click Message with someone outside the agency
- Here, you can either search for users in other Evertel agencies or invite by email or text (at the top)
- If you search and locate individuals within other Evertel agencies, simply click Invite next to their name
They will get alerted to your invite inside of Evertel and will have the option to Accept, Ignore, or Block your invite.
- If you invite by email or text, add the email address or mobile number of each person you would like to invite (separated by a comma)
- Add a Custom Message if you would like to add a personal message to the invite(s)
- Click Send Invite
All invites will receive an email or a text message with an invite link. When they click on it, they will be redirected into the app or to the App Store if they have not yet downloaded the app.
Upon registering of logging into Evertel, they will be added to a Direct Message thread with you.
- In Evertel, tap the 3-bar icon on the top left to open your drawer
- In the drawer tap the (+) button next to the label Direct Messages
- You have the option to search and select from any member in your agency. If you’d like to DM with someone outside your agency, tap or find people in other agencies
- Here, you can either search for users in other Evertel agencies or invite by email or text (at the top)
- If you search and locate individuals within other Evertel agencies, simply tap Invite next to their name
They will get alerted to your invite inside of Evertel and will have the option to Accept, Ignore, or Block your invite.
- If you invite by email or text, add the email address or mobile number of each person you would like to invite (separated by a comma)
- Add a Custom Message if you would like to add a personal message to the invite(s)
- Tap Send Invite
All invites will receive an email or a text message with an invite link. When they click on it, they will be redirected into the app or to the App Store if they have not yet downloaded the app.
Upon registering of logging into Evertel, they will be added to a Direct Message thread with you.
Start a Conversation with people in Evertel
How to send a new DM to existing Users
Direct messages (DMs) are one-to-one conversations between you and another person. You can DM with people within your agency and also those outside your agency. Group direct messages (group DMs) are smaller discussions, outside of rooms, between you and up to five other people. DMs work well for one-off conversations that don’t need to involve an entire room.
It is important that work-related conversations happen in a secure and compliant platform like Evertel. You should refrain from using SMS Texting as it is highly unsecure. In addition, public messaging apps like WhatsApp, FB Messenger, Groupme, and others often violate public information laws and put yourself and your agency at significant legal risk.
- Click the (+) plus icon next to Direct Messages in the left sidebar
- Search for the person you’d like to message and tap on their name to add them (if the person is not in your department or list, you can invite them)
- Click Go to begin messaging
- Open the Evertel app, then tap on the menu icon on the top left.
- Scroll to Direct Messages, then tap the (+) plus icon
- Search for the person then tap their name to add them
- Tap Done to begin messaging
How to send a group DM to existing Users
- Click the + plus icon next to Direct Messages in the left sidebar
- Search for each person you’d like to message and tap on their name to add them (if the person is not in your department or list, you can invite them)
- Click Go to begin messaging
- Open the Evertel app, then tap on the menu icon on the top left.
- Scroll to Direct Messages, then tap the + plus icon
- Search for each person then tap their name to add them
- Tap Done to begin messaging