How to Send a Text & Create a Text Template Follow
We've always made it easy to send a text to a lead through CINC.
With our True Text Messaging tool we are able to accomplish two things:
- Deliver the leads replies directly to you
- Capture the replies and entire conversation in the lead's profile. The conversation thread is found under the Notes + Activity tab within Communications
Before texting your leads you will need a CINC Agent Number assigned to you. This can be found under your Profile & Settings. When texting from the desktop or CINC Agent Mobile App, we will utilize the CINC Agent number to send your text. Should you not have a CINC Agent Number click here for instructions on how to set this up.
The video below details how to send a text from your desktop. It also demonstrates how to create text templates to make sending the same text message in the future a breeze. Please visit our follow up lesson on how to reply to your leads via text, also linked below.
***Receiving Text Responses from your leads/clients? Learn How to Reply to a Text Message by clicking here.
Remember, when communicating with your leads it's important to start all communication utilizing a CINC tool. Conversations will then be tracked under Communications within the Notes + Activity of a Lead's Profile. See example below:
Comments
3 comments
Very informative thank you
Want to do Mass TEXT of Open House Invite WITH flyer link or pic of the house AND referral form? I want to do this by zip code or neighborhood for existing or past clients, or off a custom text list by price range. How could I incorporate: flyers, pics, referral form or incentive.
Hi Maria,
If you haven't done so yet, please give CINC Support a call and we can assist you on how to use your system to target certain audiences to market to. Reach us M-F 9:30am-8pm EST at (855) 246 - 2717.
Thanks!
Jenn
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