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checklist_sms_text_feature [2016/06/14 01:36] samia [SMS Text Feature Set Up and Requirements] |
checklist_sms_text_feature [2019/06/12 19:19] brittany [Checklist] |
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=======SMS Text Feature Set Up and Requirements======= | =======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. | + | =====Quick Walk-through Video===== |
+ | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/tGyf0u0udEA" frameborder="0" allowfullscreen></iframe></html> | ||
+ | |||
+ | Below you can find our step-by-step checklist to help you get started in setting up the Real Geeks SMS texting feature. | ||
Downloadable Checklist Here: {{:checklist_sms_text_feature.pdf}} | Downloadable Checklist Here: {{:checklist_sms_text_feature.pdf}} | ||
+ | |||
+ | {{::texting-back-front.jpg?800|}} | ||
=====Checklist===== | =====Checklist===== | ||
- | **1. Site Owner should Enable the Tool in Lead Manager | + | **1. Site Owner should Enable the Tool in Lead Manager (Texting feature is free) |
** | ** | ||
* Settings tab > Text Messaging | * Settings tab > Text Messaging | ||
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**7. Watch Our Detailed Lead Manager Texting “How to” Video | **7. Watch Our Detailed Lead Manager Texting “How to” Video | ||
** | ** | ||
- | * Go here to watch how http://docs.realgeeks.com/lead_manager_texting | + | * To learn more click [[lead_manager_texting|here]]. |
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** | ** | ||
* Enable text notification under //Incoming text messages from leads.// | * 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. | + | * Click [[lead_manager_texting|here]] to watch how and follow Step 5 for additional information. |
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IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications. | IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications. | ||
- | =====Checklist Quick Walk-through Video===== | ||
- | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/tGyf0u0udEA" frameborder="0" allowfullscreen></iframe></html> | ||