Custom buttons are a great way to increase the productivity of your team, when processing new leads, conversations, etc.
Buttons are specific to your account and are set up the same across all accounts (for ease of use and standardization).
When and where do they appear: Custom contact buttons appear on the full contact record, and when you are in the conversations window. Contact buttons do not appear when there are no contacts in the 'unread' section of conversations.
Full Contact Record:
How to request a customized button: Please submit a request to firstname.lastname@example.org and provide the following information:
Button Icon (brief description of what you are wanting....we'll do our best to find it)
Tag or Link (URL) that the button should be connected to
Note: Buttons can 'Link' to any URL, or TAG that you wish.
How to add buttons: If you currently do not have 'Custom Buttons' enabled on your account...and would like to add them; please visit the MarketingPlex pricing section and scroll to 'Pro Add On' to purchase them. Buttons can be added to any account.
Although buttons can be customized (on request)....the following table documents the 'Out of the Box' setup for the Real Estate Industry:
Real Estate / Wholesaling Custom Contact Buttons (click the image to enlarge it)
HERE IS A LIST OF THE TAGS AND WHERE THEY ARE LOCATED. ALL TAGS LISTED ABOVE ARE LOCATED INSIDE WORKFLOWS > FOLDER 3.0 TAGS
CALL STATUS CONTAINS
CONTACT INFO CONTAINS
LEAD STATUS CONTAINS
PROPERTY STATUS CONTAINS
TAG- (SMS) TRIED CALLING
TAG - SPANISH SPEAKER
TAG - COLD LEAD
TAG - LISTED
TAG - NO ANSWER
TAG - CORRECT NUMBER
TAG - HOT LEAD
TAG - SOLD
TAG - WRONG NUMBER
TAG - (CC) NOT INTERESTED
TAG - UNDER CONTRACT
TAG - NOT THE OWNER
TAG - GIVE OFFER
TAG - LANDLINE
TAG - WANTS RETAIL
TAG - OWNER
TAG - (SMS) INTERESTED
TAG - WARM LEAD
TAG - (SMS) NO INTERESTED
How to change the Auto Response SMS that is attached to each of the buttons
You will notice that some buttons have an asterisk * next to the title of the button. This is called an indicator. Any button containing this indicator (*) will have an Auto Response that gets sent out when clicked.
If you would like to change the outgoing SMS, you can do so by going to> Automation > Workflows > 3.0 TAGS >select the Tag you want to edit.
If you want to edit the auto-response that is triggered when the 'Wants Retail' button is clicked.... simply go to Automation > Workflows > 3.0 TAGS > LEAD STATUS. in this Workflow you will scroll down until you see "Wants Retail" > Click on "SMS"
Once you click on SMS this screen will open up. You have the option to select a new template (these are created under Marketing > Templates) or you can select "NONE" and type your own message
Here you can change out the Template. To simply edit the existing template's message, you will want to edit the template by going to Marketing > Templates > (find your template name and edit the message there).
Or you can create a new Message
AUTO RESPONSES - EXPLAINED https://marketingplex.freshdesk.com/a/solutions/articles/70000644722
CUSTOM CONTACT BUTTONS - EXPLAINED IN A VIDEO
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