Introduction
From the Inbox or any client profile, you can text a client, email them, log a phone call or log an in-person visit. This training covers each one, and why logging your team's activity matters.
Sending a Text Message
Tracking Segments
SalesRevv bills by the SMS segment. A segment is 160 simple characters, and a single text can use more than one segment.
As you type, the message box shows your character count and how many segments the message will use. You'll also see:
How many segments are included in your subscription
How many you've used this billing period
When your usage resets
Important: As you get close to your included segments, the counter starts flashing. If you go over, you'll be charged for the overage.
Learn more: 📘 SalesRevv Training: Billing & Segments
Writing Your Message
While you write, you can:
Add emojis with the emoji icon.
Attach images or files.
Insert variables, custom fields or forms you've created in SalesRevv. Custom fields are set up under AI HQ.
Use a template so your team can drop in a pre-written message.
Then send the message right away or schedule it for later.
Learn more:
Sending an Email
You can send one-on-one emails to a client. These aren't branded marketing emails. They read as if they're coming directly from a staff member, such as your GM.
Enter a subject.
Write the body of your email.
Add images, emojis or variables if you'd like.
For branded marketing emails, use Campaigns instead. Learn more: 📘 SalesRevv Training: Creating & Sending Email Campaigns
Logging Phone Calls & In-Person Visits
Best practice: Log every phone call, whether or not it came from a task, and every in-person interaction.
Logging matters for two reasons:
Hailee uses it. Everything logged in a client's activity is used by your AI Assistant, so her conversations with that client are better informed and the client has a better experience.
You keep a full history. Each log is added to the client's engagement history, so anyone reviewing the conversation can see everything that's happened, including Hailee's messages and your team's calls.
To log a call or visit, choose Log Phone Call or Log In-Person Visit and write what happened. In-person visits appear in a different color, labeled as a visit log.
Pro Tip: Make logging part of every team member's routine. The more your team logs, the more context Hailee has when she reaches out.