Ping

What is Ping?

Ping is the newest way to solidify bonds and build authentic loyalty between users and advisors. You can connect instantly wherever they are and whenever it’s convenient for you!

How do I send a Ping?

To send a Ping to an advisor you’ve never sent one to before, go to your Favorite Advisors list and select the Ping/speech bubble icon—you’ll be directed to a screen to start your conversation.

How do I read a Ping?

Ping has an inbox like our existing Mail feature. Go to the notification/bell icon drop down and select Ping.  Compared to Mail, you’ll only see one row per User and any new message that is sent gets added to the existing thread of past messages. Once you click on a message, you can scroll up to see previously sent and received messages.

Is Ping Free?

Yes, Ping is free. However, both the User and Advisor must be opted into receiving SMS messages to use the feature.

How long will it take to receive a reply using Ping?

With Ping, when you receive a new message, you’ll receive an SMS notification including a link to return to your Ping inbox, so there’s no need to wait online for a response.

Can I Ping anyone?

You can only send a Ping to an advisor you’ve already had a paid transaction with.

How many messages can I send?

You can send up to 3 messages with a 300-character limit. After your messages are sent, you’ll need to wait for a response before more messages can be sent.

Can I send photos through Ping?

No, currently that is not an option, but you can send a Mail message to your advisor with an attachment.

How do I choose Mail vs. Ping?

Both of these features are helpful tools when you need to contact your advisor outside of a call or chat. We recommend using Ping when you have a quick message for your advisor such as, “When do you anticipate returning back online?” and instead, use Mail when you need to send an attachment or image to your advisor. To read more about the Mail feature click here.

 

 

Still have a question? Contact us!

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