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 setup 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 and provide the following information:

  1. Button Name
  2. Button Color
  3. Button Icon (brief description of what you are wanting....we'll do our best to find it)
  4. 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

ButtonTag NameTag / LinkPurposeWait TimePreloaded MessageWorkflow Location

LinkLinks to your Team's Shared Drive Spacen/an/a


n/aLinkTakes you to the cheat sheet to explain how the buttons workn/a



n/aLinkTakes you to Zillow to view the property while you are talking to the contactn/an/an/a
n/aLinkTakes you to Google to see the street view of the popertyn/an/an/a
Wrong #TagTags the contact with 'wrong number'.  Use when the contact states "you have the wrong number"n/an/a
Not the Owner TagTags the contact with 'not the owner'.  Use when the contact states they are "not the owner"n/an/a
Who's This TagTags the contact with 'who is this'.  Used when the contact replies "whos' this" or "who are you"1 minI'm wanting to purchase a few more properties in the area and was wondering if you were interested in selling?
OwnerTagTags the contact with 'owner'.  Used when you have confirmed that the contact IS the owner 2 minGreat! Have you considered selling in the future?

Interested TagTags the contact with 'interested'.  Used when the contact is interested in selling 2 minAwesome! Can we jump on a quick call, or would you prefer to continue via text?
Wants OfferTagTags the contact with 'give offer'.  Used when the seller is asking for an offer ImmediatelyI'm happy to provide you an offer but would have a few questions to be in a position to provide you with my best offer. Have you done any remodeling in the last 5 years (kitchen, bathroom)? Are there any major repairs needed (roof, HVAC, ceiling, etc.) ?
Wants RetailTagTags the contact with 'wants retail'.  Used when a seller is asking retail or above retail price ImmediatelyThat' a bit higher that I was expecting? Is the price negotiable?
Follow UpTagTags the contact with "follow up" so you can easily locate all contacts needing to be contacted againn/an/an/a
Tried Calling TagTags the contact 'tried calling' and immediately sends a SMS message to contact ImmediatelyHey {{contact.first_name}}, I gave you a phone call. Is there a better time to reach you or do you prefer to text?
Warm LeadTagTags the contact with 'warm' and sends the lead to the acquisition pipelineImmediatelyn/a
Hot LeadTagTags the contact with 'hot' and sends the lead to the acquisition pipelineImmediatellyn/a
(SMS) - Not Interested TagTags the contact with (sms) -not interested and places contact in a follow up campaiign120 DaysHey {{contact.first_name}}, I hope all is well with you today! Just checking in withyou reguarding {{contact.address}}!
(CC) - Not InterestedTagTags the contact with '(cc) - not interested' and places the contact in a follow up campaign (cc = cold call)120 Daysn/a
Sold TagTag's the contact with 'sold'n/an/a
DNCTagTags the contact with 'dnc'.  Used to DNC a contact that has requested to be removed from any further communicationn/an/aLocated in Triggers:  DNC / NOT INTERESTED / WRONG NUMBERS
Multiple Properties TagTags the contact with 'multiple properties'.  Used for contacts that have more than 1 propertyn/an/an/a
Lot / LandTagTags the contact with 'lot/land'. Used to identify contacts where the property is not a house, but instead is a land onlyn/a/n/an/a


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 > 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 > Tag + Auto Response - Workflows > Tag = Wants Retail (with response).  Click on "SMS" and this will open SMS editor.  T

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

Here is where you will find the tags that have an auto response: