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--- checklist_sms_text_feature [2016/06/14 01:16]
samia created
+++ checklist_sms_text_feature [2020/05/28 20:26] (current)
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360038501633-Texting-Overview
 =======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=====
+**Please Note: This video has pricing from previous billing plans that is no longer active. Please consult your current billing plan for updated pricing information. **
+<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}}
+{{::texting-back-front.jpg?800|}}
+=====Checklist=====
+**1. Site Owner should Enable the Tool in Lead Manager (Texting feature is FREE)
+**
+  * Settings tab > Communication > 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
+**
+  * To learn more click [[lead_manager_texting|here]].
+====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.//
+  * Click [[lead_manager_texting|here]] to watch how and follow Step 5 for additional information.
+IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications.
-{{Download our SMS Text Feature Set Up and Requirements Checklist|}}

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