Introducing MyRepChat to Your Clients

Here are some best-practices and tips for introducing texting to your clients:

1.  Send some test messages to co-workers and yourself.

Before you start texting your clients with MyRepChat, it may be a good idea to try it out for yourself by texting your own mobile phone or colleagues.

2.  Explanatory email

It may be helpful to mail out a letter or send an email to clients telling them about your texting capability and any action that they may need to take (positive consent). 

• Explain that you have new business texting capabilities and inform them of the phone number. 
• Advise them they will be receiving a text from you in the near future. 
• If your Broker Dealer requires positive consent be acquired, advise them to text your MyRepChat number the word 'Accept'. 
• Request that they save your MyRepChat number under a separate contact record for you in their phone as your "mobile number" for future texting purposes.

3.  Add your clients as contacts in MyRepChat 

• If you use a CRM, you can add contacts by searching your CRM. Then click on each contact to add them to MyRepChat.
• If you do not use a CRM, you can create a new contact manually or upload a CSV file.
• Once a contact is imported or created they are saved on our platform.

4.  Start texting! 

Choose a client and send them a text from MyRepChat. 

• Start in Messages and click "Compose Message"
• Search for the contact and select them from search results. 
• Type a message and send.  That's all there is to it!