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moveto_app [2018/10/08 17:22]
brittany [Step 2: From your iphone, open a web browser]
moveto_app [2020/05/28 19:45] (current)
michaels
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-===== MoveTo App=====+#redirect https://​support.realgeeks.com/​hc/​en-us/​articles/​360043156814 
 +====== MoveTo ​Mobile ​App ======
  
 The MoveTo App was made for leads as a quick way to search properties on your site from their phone. The lead must have an account in the CRM to access. The MoveTo App was made for leads as a quick way to search properties on your site from their phone. The lead must have an account in the CRM to access.
  
-This app is currently only available for iphone users, but will be available for android users soon. +This app is available for both iOS and Android devices
  
-====Step 1: Set the access banner for your leads.====+<​html><​iframe width="​640"​ height="​360"​ src="https://​www.youtube.com/​embed/​RST7VxGNjH4"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
 + 
 +===== Set the access banner for your leads =====
  
 Go to your site's backend: <​yoursite>​.com/​admin Go to your site's backend: <​yoursite>​.com/​admin
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   * The default setting is set for "​Enabled - Only for Logged in Users"​. ​   * The default setting is set for "​Enabled - Only for Logged in Users"​. ​
  
-====Step 2: From your iphone, open a web browser====+**From your phone, open a web browser**
  
-If you would like to try testing out the app yourself, you must have an account as a lead in the CRM to access. You will want to open the app from opening a browser on your iphone ​(i.e. safari) and going to your site. At the top of the page, you will see the banner to open your app. +If you would like to try testing out the app as well, you must have an account as a lead in the CRM to access. You will want to open the app from opening a browser on your phone (e.g. Safari or Chrome) and going to your site. At the top of the page, you will see the banner to open your app. 
  
 {{::​app3.jpg?​250|}} {{::​app3.jpg?​250|}}
  
-A popup will appear, prompting you to open in "App Store"​. Tap "​Open"​. ​ Choose to "​Allow"​ location services access so the app will know where you are. You will be prompted to login to your account. ​+A popup will appear, prompting you to open in "​App ​Store" or "​Google Play Store"​. Tap "​Open"​. ​ Choose to "​Allow"​ location services access so the app will know where you are. You will be prompted to login to your account. ​
  
 {{::​app6.jpg?​250|}} {{::​app6.jpg?​250|}}
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 {{::​app19.jpg?​800|}} {{::​app19.jpg?​800|}}
  
-====== Sending a link to the app ======+===== Sending a link to the app ===== 
  
 You can create an email template that will allow you to send out links to the app in the lead manager. You can create an email template that will allow you to send out links to the app in the lead manager.
  
   - [[https://​leads.realgeeks.com/​preferences/​templates|Go to your email templates]]   - [[https://​leads.realgeeks.com/​preferences/​templates|Go to your email templates]]
-  - Use the %APP_URL% ​merge field+  - Use the Lead-App Download URL merge field
   - Send an email using your app template by going to the lead and selecting email from the actions on the right side of the screen, then selecting your template.   - Send an email using your app template by going to the lead and selecting email from the actions on the right side of the screen, then selecting your template.
  
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-> Hi %FIRST_NAME% ​+> Hi %% {{FIRST_NAME}} % 
  
 > I thought you might be interested in using our app, MoveTo, which can send you instant notifications every time a new listing comes on the market that matches your search. ​ You can get the app by clicking the link below: > I thought you might be interested in using our app, MoveTo, which can send you instant notifications every time a new listing comes on the market that matches your search. ​ You can get the app by clicking the link below:
  
-> %% %APP_URL% ​%%+> %% {{LEAD_DOWNLOAD_APP_LINK}}  ​%%
  
-> %AGENT_EMAIL_SIGNATURE%+> %% {{AGENT_EMAIL_SIGNATURE}} %%
  
 The lead will receive an email with a special App link that will take them to the app store, and then automatically log them into the app and tie them irrevocably to your site within the app. The lead will receive an email with a special App link that will take them to the app store, and then automatically log them into the app and tie them irrevocably to your site within the app.
moveto_app.1539019371.txt.gz · Last modified: 2018/10/08 17:22 by brittany