Texting Best Practices

As a trusted partner that is invested in your success, we strive to help you build a well-balanced communication plan that results in the most engagement from consumers. In order to help you continue leveraging text messages, we’ve provided some updated texting best practices.

Best Practices:

Call your lead first!  Once connected to the lead let them know you’re going to send them a quick text and ask them to respond with a ‘Y’ for yes or a thumbs-up emoji to confirm they received it.  This will establish two-way communication with the lead via text.

Be sure to introduce yourself in your message so your lead knows who is reaching out and won’t think it is spam.

Be intentional and send something of value to avoid your message falling flat or seeming intrusive to the lead.  Keep an eye on your NOW panel and use text messages to reach out to leads who are active on your site.  Think carefully about how the message ties in the type of leads you’re sending it to.  For example: if a lead asks a question about a property or calculates a loan, reach out to the lead via a text to respond.  Let the lead’s activities guide your outreach.

Before sending a Bulk Text, use Advanced Lead Filters to identify only those leads whom you have established two-way communication ensuring the leads receiving the message wish to receive text messages from you. 

When including links in text messages, do not use link shorteners to generate a link.  Hyperlinks in text messages should clearly display the domain of the site the receiver will be directed to.  Because link shorteners, such as Bitly mask the domain, shortened links in text messages will likely be rejected by mobile networks.

Be prepared for responses! Texting is seeing much higher response rates versus email, and people expect an answer faster via text. When you send automated text messages through Smart-Drip plans or bulk text, make sure you have the proper time to follow up when leads respond with further questions/information.

If a lead asks to be opted out of text communication, be sure to do so right away by clicking on the text status icon located at the top of their lead profile and changing it to “Cannot Be Texted”. This will help with your text message reputation so your BoomTown Number isn’t getting blocked, which would make phone providers flag your text messages as spam.