Setting up an auto responder in REW CRM - (quick tutorial)

[Morgan]

A client recently asked on here how to set up an autoresponder and I didn’t see a post on it, so I thought I’d make one

Step 1: Go to preferences (it’s in the upper right-hand side menu)

Step 2: In the preference dropdown select the autoresponder

Step 3: Fill out your autoresponder. Make sure you use “tags” which are merge codes that allow you to automatically fill in your information (especially helpful for signature since if you change / update later, it will automatically put in new information.

Step 4: If you’re happy with your autoresponder, set it to “active” and then hit save.

Keep in mind, autoresponders require an agent “accept” a lead. The reason for this is, we use lead rotation and other features, so when those are turned on, we would not want a lead rotating every 5 minutes and the lead getting several agents autoresponders.

Your autoresponder should be a short offer to help.

Acknowledge their submission (so they know you got it) and let them know that you will be in touch shortly.

Be sure to end it with a CTA “If you would like to speak immediately, please let me know if you prefer email, text or telephone and I will reach out accordingly”

Feel free to share auto responder best practices below

[AmyPye]

I just went through these steps myself. I wonder if we could make this a bit more obvious as button? At first glance, it looks more like a heading rather than something you click.