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Introducing MyRepChat to your clients

Best practices for rolling out texting to your client base

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

Step 1: Send Test Messages to Coworkers and Yourself

Before texting clients, try MyRepChat out first by sending messages to your own mobile phone or a colleague.

Step 2: Send an Explanatory Email

Let clients know about your new texting capability and what, if anything, they need to do.

  • Explain that you now have business texting capabilities, and share the phone number.

  • Let them know they'll receive a text from you soon.

  • If your broker-dealer requires positive consent, ask them to text your MyRepChat number the word "Accept."

  • Ask them to save your MyRepChat number as a separate contact, labeled as your "mobile number," for future texting.

Step 3: Add Your Clients as Contacts in MyRepChat

  • If you use a CRM: go to Contacts, click New Contact, then click Import from CRM. Search for each client and click their name to add them. See How Do I Import Contacts From My CRM?

  • If you don't use a CRM: create contacts manually, or upload them using a CSV file.

Once a contact is imported or created, it's saved to your MyRepChat account.

Step 4: Start Texting!

Choose a client and send them your first text from MyRepChat.

  1. Go to Messages and click the blue new message button.

  2. Choose Individual message.

  3. In Name or phone number, search for the contact and select them.

  4. Type your message and send it. That's all there is to it!

If the contact hasn't given consent yet, a yellow banner appears, and the consent request is filled in for you. Send the consent request before messaging the contact.

For step-by-step instructions, see How do I send a text message? (Desktop).