Introducing MyRepChat to Your Clients

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: Search your CRM and click each contact to add them to MyRepChat. See How Do I Import Contacts From My CRM?
• If you don't use a CRM: Create contacts manually, or upload them via CSV. See How do I Upload Contacts From 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 Compose Message.
2. Search for the contact and select them from the results.
3. Type your message and send. That's all there is to it!