MarketingPlex Support Portal

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:

Conversations:

How to request a customized button:  Please submit a request to support@marketingplex.com 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

Button	Tag Name	Tag / Link	Purpose	Wait Time	Preloaded Message	Workflow Location
	n/a	Link	Links to your Team's Shared Drive Space	n/a	n/a	n/a
	n/a	Link	Takes you to the cheat sheet to explain how the buttons work	n/a	n/a	n/a
	n/a	Link	Takes you to Zillow to view the property while you are talking to the contact	n/a	n/a	n/a
	n/a	Link	Takes you to Google to see the street view of the poperty	n/a	n/a	n/a
	Wrong #	Tag	Tags the contact with 'wrong number'.  Use when the contact states "you have the wrong number"	n/a	n/a	Tag Only - Workflows
	Not the Owner	Tag	Tags the contact with 'not the owner'.  Use when the contact states they are "not the owner"	n/a	n/a	Tag Only - Workflows
	Who's This	Tag	Tags the contact with 'who is this'.  Used when the contact replies "whos' this" or "who are you"	1 min	I'm wanting to purchase a few more properties in the area and was wondering if you were interested in selling?	Tag + Campaign - Workflows
	Owner	Tag	Tags the contact with 'owner'.  Used when you have confirmed that the contact IS the owner	2 min	Great! Have you considered selling in the future?	Tag + Auto Response - Workflows
	Interested	Tag	Tags the contact with 'interested'.  Used when the contact is interested in selling	2 min	Awesome! Can we jump on a quick call, or would you prefer to continue via text?	Tag + Auto Response - Workflows
	Wants Offer	Tag	Tags the contact with 'give offer'.  Used when the seller is asking for an offer	Immediately	I'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.) ?	Tag + Auto Response - Workflows
	Wants Retail	Tag	Tags the contact with 'wants retail'.  Used when a seller is asking retail or above retail price	Immediately	That' a bit higher that I was expecting? Is the price negotiable?	Tag + Auto Response - Workflows
	Follow Up	Tag	Tags the contact with "follow up" so you can easily locate all contacts needing to be contacted again	n/a	n/a	n/a
	Tried Calling	Tag	Tags the contact 'tried calling' and immediately sends a SMS message to contact	Immediately	Hey {{contact.first_name}}, I gave you a phone call. Is there a better time to reach you or do you prefer to text?	Tag + Campaign - Workflows
	Warm Lead	Tag	Tags the contact with 'warm' and sends the lead to the acquisition pipeline	Immediately	n/a	Tag Only - Workflows
	Hot Lead	Tag	Tags the contact with 'hot' and sends the lead to the acquisition pipeline	Immediatelly	n/a	Tag Only - Workflows
	(SMS) - Not Interested	Tag	Tags the contact with (sms) -not interested and places contact in a follow up campaiign	120 Days	Hey {{contact.first_name}}, I hope all is well with you today! Just checking in withyou reguarding {{contact.address}}!	Tag + Auto Response - Workflows
	(CC) - Not Interested	Tag	Tags the contact with '(cc) - not interested' and places the contact in a follow up campaign (cc = cold call)	120 Days	n/a	Tag + Auto Response - Workflows
	Sold	Tag	Tag's the contact with 'sold'	n/a	n/a	Tag Only - Workflows
	DNC	Tag	Tags the contact with 'dnc'.  Used to DNC a contact that has requested to be removed from any further communication	n/a	n/a	Located in Triggers:  DNC / NOT INTERESTED / WRONG NUMBERS
	Multiple Properties	Tag	Tags the contact with 'multiple properties'.  Used for contacts that have more than 1 property	n/a	n/a	n/a
	Lot / Land	Tag	Tags the contact with 'lot/land'. Used to identify contacts where the property is not a house, but instead is a land only	n/a/	n/a	n/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.

Example:

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: