74 – SMS Text Messaging in RealtyJuggler

74 – SMS Text Messaging in RealtyJuggler

October 10, 2019 0 By Luis Garrison


Lets use the SMS Text Messaging in RealtyJuggler. To start, I’ll sign into RealtyJuggler, click
on the “Settings” icon, then the “Phone” icon, and then “Phone Settings”. The message in red says that I need to verify
my mobile phone number. I’ll do that by clicking on this link and
then clicking on the “Verify Phone” button. I just got a text message on my mobile phone
with a 4 digit code, which I’ll type in here. I’ll go back to the “Main” screen, click on
the “Settings” icon, then the “Phone” icon, and then “Phone Settings”. This time, the message is different, asking
me to enter my Twilio account info. That means that I am ready to create my Twilio
account. RealtyJuggler uses Twilio to send text messages. This is not a free service, although the costs
are quite reasonable. Text messages cost around 3/4 of a penny and there’s $1 per month charge for the Twilio phone number. The yearly cost for Twilio is
typically below $20. I’ll go to Twilio.com by clicking on this
link here. Next, I’ll click on the “Sign Up” link at
the top of the screen. I’ll enter my contact information and create
a password. I’ll use these drop-down menus to answer a few questions, and click on the “Get Started” button. I’ll fill in my mobile phone number and click the button to “Verify via SMS”. Twilio will text me a verification code,
which I’ll enter here to complete my Twilio setup. Twilio is asking me to name my project and I’ll call it “RealtyJuggler SMS”. Now that I have verified my phone number and have a Twilio account, I am ready to connect Twilio to RealtyJuggler. First, I’ll copy the Twilio account “SID”
from the top of my Twilio Dashboard. I’ll return to RealtyJuggler and paste the
SID in here. I’ll do the same for the “Auth” token. I need to click on this icon to display the
“Auth token” so that I can copy it. I have not yet selected my Twilio phone number,
so I’ll return to the Twilio Dashboard and click this link to “Buy a Number”. I’ll search for a number with my local area
code that has “SMS” capabilities. I’ll choose this one, and copy and paste
it into RealtyJuggler. Now I can click on the “Activate Twilio” button in RealtyJuggler. RealtyJuggler sends me an SMS message to my mobile phone, with a 4 digit code. I’ll enter that 4 digit code here, and that
activates Twilio in RealtyJuggler. There is one final step I need to do. The Twilio free trial allows me to send text
messages to mobile phone, but I can’t send messages to my client’s
mobile phones. To do that, I need to activate the
full version of Twilio. So, I’ll do that now. I’ll return to my Twilio Dashboard and click
on the “Billing” menu on the left. I’ll click “Upgrade to a full account”, enter my credit card,
and add some funds to the account. I can also disable “Automatic Recharge” so
my card won’t be billed any further unless I manually add more funds to the account. This completes my RealtyJuggler Twilio configuration. I am now ready to start using SMS texting
with RealtyJuggler. If you get stuck, give us a call at (970)
672-3467 and we can walk you through the process. Lets use Text Message Chat in RealtyJuggler. From the “Main” screen,
I’ll click “Contacts”,
and then click on a contact record. I’ll click on the “SMS Texting” link on the
left and then click on the phone number I want to send my text message to. Notice how there are two possible entries
– that’s because I have the mobile phone for both Jack (my friend) and Kathy (his wife). I’ll click on “Jack”. And now I can type in my text message
at the bottom here and press the “Return” key to send the message. OK, Jack got my message
and he just sent me a reply. Looks like he is available for lunch. I’ll reply back with a place where we are
going to meet. If I go back to the “Main” screen, I can review all my SMS conversations by clicking on the “SMS Texting” icon. Notice how that icon turns RED
with smiling face if I have unread text messages. I can see all my recent conversations, click
on one and reply. If I want to see Contact or Deal records
that are associated with that Text message, I can click on the “Backlinks” icon. I’ll click on the deal I want to review and
here’s everything about that deal. I can even click on the “SMS Texting” tab
on the left to see all of the text message threads for all of the parties
that are involved in this deal. Looks like the loan officer is missing the
listing agreement – I’ll text back by clicking on this row and typing in my response. If I want, I can create a SMS conversation for someone who doesn’t have a RJ record at all. I can do that by going to the “Main” screen,
clicking on “SMS Texting” icon and then clicking on the “New thread” button
at the top of the screen. I’ll type in the phone number and click “OK”
and I can start texting by typing and pressing enter. If I want, I can click on the “Name” field
here and enter the Name of the person that I am texting. Notice how the first message I send has a
note at the end that says: “Text stop to end messages.” That message is automatically added
in order to comply with federal regulations. When “Sam” replies to my text, any messages I send him will no longer have that extra message appended. So, that explanation
is only appended to my initial message to him. If I click “Done”
I can filter my text message threads. RealtyJuggler automatically uses a few categories
to help keep things organized. The “Replied” category is used to mark anyone
I have texted who has replied. The “DNC” category represents anyone who has
asked me to stop sending them texts. I can even add my own categories using the
“Select Multiple Rows” link here. Additional information on categories is available
by reviewing Video Tutorial 41. Looks like I just got a text message from
“Sam”. This blue dot indicates a new message I have
not yet read. He’s ready to buy a house and wants me to
start showing him properties, so I am going to add him to RealtyJuggler as a Prospect. I’ll click on that SMS Thread to read the
message. Then, I’ll click on the “Transfer” tab on
the left to create a “Prospect” record. I can Transfer my new Prospect to the “Buyers”
database when I’m ready to track showings. SMS Texting can also be used to keep me notified of new leads and appointment reminders. To configure what events will create text
message notifications, I’ll start at the “Main” screen. I’ll click “Settings”, “Phone”, and then “SMS
Alarms”. These are the different kinds of notifications that RealtyJuggler can send me text messages about. To start with, we recommend leaving all of
these notifications ON. RealtyJuggler offers the ability to make phone calls using Twilio. To configure that by signing into RealtyJuggler,
clicking on the “Settings” icon, and then the “Phone” icon, and then the “Phone
Settings” icon. I’ll make sure that the “Desktop Phone Dialer
URL” is set to “Twillio Text Phone” OK, Lets give this a try. I’ll go back to the “Main” screen, click on
the “Contacts” icon, and then click on one my contacts. I’ll click on the phone icon to the right
of one of these phone numbers. That will send a text message to my mobile
phone with “Sam’s” phone number I’ll tap my finger on that phone number within
the text message on my phone to make my mobile phone dial Sam’s phone number. Realtyjuggler also offers the ability to dial
using Skype or Google Voice if I prefer. Now that Jack wants to buy a new house, I am on my way to pick him up at his house. It’s been a few years and I don’t remember
exactly where he lives, so I’ll click on the “Address” tab inside of his contact record. I’ll click the “Driving Directions” link here
and that will send a text message with driving directions to my mobile phone. Lets configure Call Capture for one my my listings. From the “Main” screen of RealtyJuggler, I’ll click “Listings” and then click on one of my listings. I am going to make sure that my Listing is
“Active”, I have an address, as well as an asking price. I want to also include a home photo, so I’ll
click on the “Notes & Files” tab. I’ll upload a Photo of the home
and I’ll select “HomePhoto” for the “Mail Merge Variable” and make sure that “Enable Web Link” is turned on. On the left are a series of tabs. The one I want is the “Call Capture” tab here. For “Code” I’ll select “900” which is the
extension that we will use for this listing. I’ll click on the “Load Default message” button
at the top of the screen to have RealtyJuggler create a default message for me. The address and asking price are filled in
for me, and since I have connected a Home record to my Listing, the description also lists the number of beds and baths. I can edit these messages as I like, but in
my case I am happy with them as-is. There’s a message that says “Click Update
before testing” and I’ll click on that button. I can call the phone number and type in the
code to hear the description of the home and I’ll have a few choices. I can leave a voicemail or connect directly
with the agent if I wanted to. The voicemail is converted into text and emailed
to me as well as texted to me. I can also text “900” to my Twilio phone number,
and get a response back along with that home photo that I uploaded earlier. In both cases a prospect record is created
for anyone calling or texting about the home. I also get a text message on my mobile phone,
so that I can respond immediately if anyone calls about one of my listings. RealtyJuggler text messaging is tremendously
powerful tool and allows for prospects to reach you instantly and for you to communicate
with them just as quickly. In the competitive world of real estate sales, this is a tremendous competitive edge for agents who embrace it. For additional help in getting the most out
of RealtyJuggler we recommend scheduling a complimentary 1-on-1 training session. Give us a call at (970) 672-3467 to schedule
your training session today.