Topics Discussed in this Article
Using the App
The MoveTo App (available on iOS and Android) 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 in order to access this feature.
The app can be used to perform searches, favorite properties and stay in contact with their assigned agent
Users can also receive new property updates in REAL TIME. This keeps the client as up-to-date as possible with listings that land on the marketing
Sharing Your Mobile App with Leads
MoveTo App Access Banner
When leads log into your website on a mobile device, they will be prompted with a MoveTo - Property Search download banner. This is a built in feature to help your leads get access to your mobile app quickly.
The banner only appears when you log into the website on a mobile device, however you can adjust when the banner appears!
To do this:
1. Go to home.realgeeks.com and click the "Edit Website" button
2. Scroll down and click on "Site Settings"
3. Click the "Mobile" tab
The options here are
- Enabled - Only for Logged in Users: This will show the app banner for the leads that are logged into your website on a mobile device
- Enabled - For All Visitors: This will show the app banner for anyone on a mobile device
- Disabled: This setting will remove the banner from your website completely
- Use Default: The default is currently set to "Enabled - Only for Logged in Users"
Sharing an App Download Link
Leads can be sent a unique link that allows them to download the mobile app that’s pointed directly to your website. This can be accomplished in 1 of 3 ways:
Sharing your message via Lead Manager Text Template
Your leads can be sent a text message with this link to easily download the mobile app. This may be the preferred method so clients can quickly download the app by clicking the link in your messages.
To generate a template that can be used repeatedly and easily send your message:
1. Go to the Text Template Tab (here) in the Lead Manager
2. Click the “Library” button 
3.Scroll down the list on the left and select the “Mobile App (MoveTo) Invitation” option and click “Add” in the bottom-right corner
4. The message can be edited as much as you’d like, but comes ready to send right away. The Merge Field “{{APP_URL}}” (one of our system Merge Fields) will automatically populate the message when sent to a lead through the CRM. THIS SHOULD BE LEFT IN THE MESSAGE
5. After making any adjustments, press “Update” 
To send this message to a lead:
1. Go to the Lead Manager's Lead tab (here) and find your lead
2. Press “SMS” 
next to your lead to send a text message
3. Click the “Template” button 
to select from your list of saved text templates
4. Select your “Mobile App (MoveTo) Invitation” template in the “Template” menu
5. Press “Send” 
Sharing your message via Lead Manager Email Template
We offer an email template already built out with the appropriate link. Please do the following to find this template:
1. Go to the Email Template Tab (here) in the Lead Manager
2. Click the “Library” button
3. Scroll down the list on the left and select the “MoveTo App Invitation” option and click “Add” in the bottom-right corner
4. The message can be edited as much as you’d like, but comes ready to send right away. The Merge Field “{{APP_URL}}” (one of our system Merge Fields) will automatically populate the message when sent to a lead through the CRM. THIS SHOULD BE LEFT IN THE MESSAGE
5. After making any adjustments, press “Update”
To Send this message to a lead:
1. Go to the Lead Manager's Lead tab (here) and find your lead
2. Press “Email” 
next to your lead to send an Email
3. Select your “MoveTo App Invitation” template in the “Template” dropdown menu
4. Press “Send”
Sharing your message via Workflow-Drip Campaign via Email
Set aside a drip email or text message that can be sent automatically in a scheduled list of messages.
To create this message and add the message to your drip campaign:
1. Go to drip.realgeeks.com
2. Click “Emails” or "SMS"
3. Click “Add an Email” 
4. Fill in the Name, Category and Subject fields (The Name should tell you what is in that message. It will not be seen by your leads)
5. Write out the body of your message
6. Use the “Merge Fields” option to find the Lead - Download App - Link merge field "{{LEAD_DOWNLOAD_APP_LINK}}" to the message (The merge field will automatically populate with a special link that the lead can use to download the app for your website)
7. Click “Save” 
Sharing your message via Workflow-Drip Campaign via Text
1. Go to drip.realgeeks.com
2. Click “Emails” or "SMS"
3. Click "Add a SMS Template" 
4. Fill in the Name and Category fields (The Name should tell you what is in that message. It will not be seen by your leads)
5. Write out the body of your message
6. Use the “Merge Fields” option to find the Lead - Download App - Link merge field "{{LEAD_APP_LINK}}" to the message (The merge field will automatically populate with a special link that the lead can use to download the app for your website)
7. Click “Save”
Adding the message to a new campaign can be done by:
1. Go to drip.realgeeks.com
2. Enter the campaign you'd like to update, or press the "Add a Workflow" button 
in the top-right corner
3. press the "Add a Step" button 
4. Select the "Action" (SMS or Email) then select your message from the "Template" dropdown menu
How to Edit a Saved Search in the App
Under the “My Searches” tab, press the 3 horizontal dots to the right of your lead's saved search
