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moveto_app [2018/10/04 18:06]
brittany
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 ======
  
-This app is currently only available ​for iphone users, but will be available for android users soon+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.
  
-====Step 1: Set the access banner for your leads.====+This app is available for both iOS and Android devices 
 + 
 +<​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**
  
-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. You must have an account as a lead in the CRM to access.+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 ===== 
 +
 +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]]
 +  - 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.
 +
 +Example template:
 +
 +
 +> 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:
 +
 +> %% {{LEAD_DOWNLOAD_APP_LINK}} ​ %%
 +
 +> %% {{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.
 +
 +== How to edit saved searches in the app ==
 +
 +Drag the saved search to the left
  
 +{{https://​media.realgeeks.com/​uploads/​edit-saved-searches-drag.png?​200x500}}
 + 
  
  
moveto_app.1538676390.txt.gz · Last modified: 2018/10/04 18:06 by brittany