=======SMS Text Feature Set Up and Requirements=======

Below you can find our step-by-step checklist followed by a quick walk-through video to help you get started in setting up the Real Geeks SMS texting feature.

Downloadable Checklist Here: {{:checklist_sms_text_feature.pdf}}

=====Checklist=====
 
**1. Site Owner should Enable the Tool in Lead Manager 
**  
  * Settings tab > Text Messaging

**2. Enter Agent(s) Routing Numbers
**  
  * If the lead decides to call the company’s text number it will go to that assigned agent phone number.

**3. Add Company Texting Phone Number
**  
  * Only one number is required for this feature to work.

**4. Review Autoresponder Text Delivery
**
  * You have the option of when to delay the sign ­up auto­-response minutes and hours of operation.

**5. Create individual Sign Up Responder Texts to Respond Back to Leads 
**
  * This is extremely important to set­up for each source. 
  * IMPORTANT NOTE: The sign­up responder text message needs to be configured for EACH agent.

**6. Create Text templates
**
  * Setting tabs > Templates > Sign­up Responder Texts

**7. Watch Our Detailed Lead Manager Texting “How to” Video 
**
  * Go here to watch how http://docs.realgeeks.com/lead_manager_texting


====Text Notifications to YOU, the Agent====

**1. Add your SMS Text Email Address
**
  * Settings tab > General > Text Emails 

**2. Locate and Enable Notifications
**
  * Enable text notification under ­ //Incoming text messages from leads.//
  * Go here to watch how http://docs.realgeeks.com/lead_manager_texting and follow Step 5 for additional information.
  
IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications.

=====Quick Walk-through Video=====
<html><iframe width="960" height="540" src="https://www.youtube.com/embed/tGyf0u0udEA" frameborder="0" allowfullscreen></iframe></html>

