checklist_sms_text_feature
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checklist_sms_text_feature [2016/07/27 01:22] samia |
checklist_sms_text_feature [2020/05/28 20:26] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360038501633-Texting-Overview | ||
| =======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===== |
| + | |||
| + | **Please Note: This video has pricing from previous billing plans that is no longer active.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}} | Downloadable Checklist Here: {{:checklist_sms_text_feature.pdf}} | ||
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| =====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 > Communication > Text Messaging |
| **2. Enter Agent(s) Routing Numbers | **2. Enter Agent(s) Routing Numbers | ||
| Line 36: | Line 43: | ||
| **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. | ||
| - | =====Quick Walk-through Video===== | ||
| - | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/tGyf0u0udEA" frameborder="0" allowfullscreen></iframe></html> | ||
checklist_sms_text_feature.1469582532.txt.gz · Last modified: 2016/07/27 01:22 by samia
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