MoveTo Mobile App

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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

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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

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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

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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 library.png

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” update.png

moveto_text.gif

To send this message to a lead:

1. Go to the Lead Manager's Lead tab (here) and find your lead

2. Press “SMS” sms.pngnext to your lead to send a text message

3. Click the “Template” button text_template.png to select from your list of saved text templates

4. Select your “Mobile App (MoveTo) Invitation” template in the “Template” menu

5. Press “Send” send.png

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 library.png

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” update.png

moveto_email_template.gif

To Send this message to a lead:

1. Go to the Lead Manager's Lead tab (here) and find your lead

2. Press “Email”  email.pngnext to your lead to send an Email 

3. Select your “MoveTo App Invitation” template in the “Template” dropdown menu

4. Press “Send” send.png

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"

emails.png

3. Click “Add an Email” add_an_email.png 

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)

email_merge_field.png

7. Click “Save” save.png

 

Sharing your message via Workflow-Drip Campaign via Text

1. Go to drip.realgeeks.com

2. Click “Emails” or "SMS"

sms.png

3. Click "Add a SMS Template" add_sms_template.png

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)

Lead_app_download_link.png

7. Click “Save” save.png

 

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 add_a_workflow.png in the top-right corner 

3. press the "Add a Step" button add_step.png

4. Select the "Action" (SMS or Email) then select your message from the "Template" dropdown menu

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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

IMG_0494.PNG refine_search.PNG

 

 

 
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