MyRepChat New User Checklist

Going through this checklist is a great way to learn how to navigate the MyRepChat website and mobile app.

1. Sign Up

• If you're part of a large group, contact your group administrator for your firm's signup link and code.
• Otherwise, go to myrepchat.com, click Login in the upper right corner, then click I don't have an account.
• Follow the on-screen instructions to create your account.

2. Log In

• Once your account is created, log in to continue the signup process.
• You'll be asked for your contact details and some additional information.

3. Choose Your MyRepChat Number

• Choose a new dedicated number, or enter your landline number to have it text-enabled.
  • Note: Text-enabling a landline involves a few more steps and takes a little more time.
• You'll also be prompted to enter the number you want your MyRepChat calls forwarded to (your mobile or landline number).

4. Set Up Billing

• Enter your billing information to get your service activated.
• Go to Settings > Add-Ons and Billing > Billing Management to add your payment method.

5. Send a Message

• Once signup is complete and your number is set, you can start sending text messages to your contacts from either the website or the mobile app.
• We recommend texting yourself or a colleague first to see how it looks on the receiving end. See:
  • How Do I Send a Text Message? (Desktop)
  • How do I send a message? (mobile)

6. Choose Add-Ons

• Customize your MyRepChat account with various add-on features. See What Are Add-Ons? to learn more.

7. Create Your vCard

• From the Dashboard, go to Settings > Profile > Personal Details (vCard). Upload your professional photo and fill in your contact info, then click Save.
• Learn more: How Do I Send My vCard? (Desktop) | How Do I Send My vCard? (Mobile)

8. Connect Your CRM

• MyRepChat integrates with many CRMs. Go to Settings > Integrations > Connect to CRM and follow the on-screen instructions.
• Learn more: How Do I Import Contacts From My CRM?