Text message templates save real estate agents time and effort by allowing them to quickly communicate with leads and provide them with property information, follow up on a showing, or share custom resources to promote your website and keep your brand top of mind. Create your own message, or access our custom message library!
Create a Template
- Go to Text Templates in the CRM
- Click Create New
- In the Name field, give your template a name so you can easily find it later
- Type your message to the lead in the Message field
- Use the available Merge Fields to personalize the template by automatically adding relevant lead data to your message. Learn more about leveraging Merge Fields in Real Geeks.
- Click Add Video to record a video in real-time, or upload a custom video to your text. Learn more about Real Geeks Video Messaging.
- Click Save
Access the Template Library
All of our templates (Text, Email, and Live Chat) come with library of pre-written messages that can be used at any time, for free! Lookout for the Library button to access the list of templates.
Using the Library
- Go to your Templates page in the CRM
- Click the Library button at the top right of the page
- Preview the messages, then click Add or Add & Edit
- Click Add to use the message as-written
- Click Add & Edit to personalize the message. Include images and videos to prompt even more engagement!
How To Use Text Templates
- Open your CRM
- Identify your lead, then click Text
- Click the Message Templates icon
- Click the Name of your message template
- Click Send