Setting Up and Sending Texts

Implementing texts to improve your outreach response rate

Texting is hands down the most effective way to make sure your message gets seen. If you're unsure about using texts to engage with agents and leads, ask yourself this - how many unread emails do you have right now compared to unread texts?

Due to recent telecom carrier standards, you must register for verified calling and texting detailed here to enable texting in your account.

From the Recruiting or Retention screen, please select a contact to open their profile. Along the top action bar, click Text. Screen_Shot_2022-09-22_at_12.16.57_PM.png

The first time you send a text with Brokerkit, you'll need to choose a number the system will use for all your outgoing texts. Add your local area code and choose an available number. Then, enter the number you'd like all calls and replies forwarded to. Click here to learn why you need a system number to text with Brokerkit.

When a contact replies to a text, the reply will show up in your inbox, it will automatically be forwarded to your forwarding number (typically your mobile phone) and logged in Brokerkit under the contact's Recent Activity.

We have a character counter that will be displayed when your text message exceeds one segment. To learn more about text message billing, review the help article here

Below is an example of how a multi-segment SMS text message will appear in Brokerkit.

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Since you can also send MMS messages with images, the segment counter will also show the number of segments that your MMS message contains:Screen_Shot_2022-09-22_at_12.23.15_PM.png

The first reply text you receive from each contact will be forwarded to your forwarding number and include the candidate's contact information and a link to the contact profile in Brokerkit, so you know to whom you are speaking. If you ever lose or delete that message, reply with ?who to the text chain, and Brokerkit will send you a new text with all the contact's information.

Scheduling a text

You can schedule a text to be sent whenever it is convenient for you. Compose a text, and before sending it, click on the clock icon next to the Send Text Message button.

A pop-up will appear, so you can default settings or custom select the date, time, and time zone that better works for you.

  • In 1 hour
  • In 2 hours
  • Tomorrow Morning (AM)
  • Tomorrow Afternoon (1 PM)
  • Custom (see image below)

NOTE: The options above will be sent according to the timezone in your Brokerkit user settings unless you choose a custom timezone.

How to cancel a scheduled text

Scheduling a text via the contact profile, you can cancel the delivery before it is sent. To do that, follow these steps:

  1. Open contact profile from where you want to delete the scheduled message
  2. In the Activity timeline under the ALL tab or TEXT tab find the scheduled text
  3. In the right of the event log. Click on the Trash icon
  4. Confirm you want to delete it
  5. The event log will then show that the Scheduled text was deleted