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MessageLeap

Contents

Overview

MessageLeap is designed with a seamless email-to-text and text-to-email service and allows texting to clients by sending an email from Resware. There is no need to spend time and money to train users on additional, business texting applications, all communications can be done from within Resware. MessageLeap’s Resware integration makes it easy to communicate with on-the-go realtors, buyers, and sellers, helping to avoid end-of-the month crunches due to unanswered phone calls or emails.

Contact: Sales
(863) 286-0100
Website:

https://messageleap.com

Time/CostVaries

This demonstrates how to set up and use this integration.

Begin here: Contact Message Leap for further information or to register for services at their website www.messageleap.com, email them at sales@messageleap.com, or call (863) 286-0100. Inform MessageLeap that the account will be for a Resware integration. Account information will be provided including an email address and a phone number to use for the integration setup. MessageLeap will also provide initial onboarding assistance to ensure messages are sent and received efficiently.

Next: Complete the following steps. The account information provided by MessageLeap is needed to complete these steps.

Then: Test.

Version History

Version DateIDDescription

9.9

 01/10/2021 2018814 Information and screenshots created in version 9.12

Create a New Partner Type

This new partner type will make it easy to automatically add the MessageLeap partner.

Admin/Partner-Related/Partner Types

  • Click Add.
    • Enter the Name as SMS.
    • Enter the Max per File as 1, which is the default.
    • Set the Locale Restriction to None, which is the default.
    • Select any other options that may be desired.
    • Click Save, Close.

Create a MessageLeap Partner

Admin/Partners

  • Click New.
    • Enter Company Name as MessageLeap.
    • Enter the company information, including the email address that was provided by MessageLeap during onboarding.
    • Set the Partner Type to SMS.
    • Click Save.

Adding the Partner to Files

This partner needs to be added to each file using this integration service. It can be manually added to files by a user, auto added by another partner, or automatically by the action list (shown below).

Admin/Action Lists/Action Lists

  • Select the action list that will automatically add this SMS partner type.
  • Click Edit.

In the Auto-Add Partner Types On File Creation area: Click Add and select SMS, then click Add. Click Save.

  • Click Close.

Create Email Templates

This section shows how to create email templates for the buyer, seller, listing agent, and selling agent. Additional templates can be set up as needed by replicating the template and replacing the merge fields with ones for the corresponding partner type.

Admin/Action Lists/Email Templates/Email template to a buyer

  • Click New.
  • Enter the Template Name as Messaging: Send SMS to Buyer.
  • Set the Send Action to Don’t ask, but display send panel.
  • Set the Method to Email Only.
  • Enter the Email Subject as Message from:

Then, append the merge field OfficeName using the Insert Merge Fields button.

  • In the Email Body area, enter or copy and paste the contents of the text below, including the corresponding Resware merge fields (replacing the bolded text with the email address or phone number provided by MessageLeap): 
[RW|GetInternalUserName_1|RW]
Text or Call: #Replace this with the text enabled number#
Email: [RW|GetInternalUserReplyToEmail_1|RW]
*****Do_not_write_below_this_line-MessageLeap*****
To_Partner: Buyer
To_Number: [RW|GetBuyerSellerCellPhone_Buyer_1|RW]
To_Name: [RW|GetBuyerSellerName1_Buyer_1|RW]
File_Number: [RW|GetFileNumber_1|RW]
#End
  • In the Send To area, click Select.
    • Select the SMS partner type. Click Save.
  • In the Partner Specific area, click Selected:
    • Click Add, then select the SMS partner using this integration. 
    • Click Save.
  • Click Save.
  • Repeat for each email template required for this integration.

Email template to a seller

  • Repeat the instructions to create the email template with the following changes:
  • Enter the Template Name as Messaging: Send SMS to Seller.
  • In the Email Body area, enter or copy and paste the contents of the text below, including the corresponding Resware merge fields (replacing the bolded text with the email address or phone number provided by MessageLeap): 
[RW|GetInternalUserName_1|RW]
Text or Call: #Replace this with the text enabled number#
Email: [RW|GetInternalUserReplyToEmail_1|RW]
*****Do_not_write_below_this_line-MessageLeap*****
To_Partner: Seller
To_Number: [RW|GetBuyerSellerCellPhone_Seller_1|RW]
To_Name: [RW|GetBuyerSellerName1_Seller_1|RW]
File_Number: [RW|GetFileNumber_1|RW]
#End

Email template to a listing agent

  • Repeat the instructions to create the email template with the following changes:
  • Enter the Template Name as Messaging: Send SMS to Listing Agent.
  • In the Email Body area, enter or copy and paste the contents of the text below, including the corresponding Resware merge fields (replacing the bolded text with the email address or phone number provided by MessageLeap): 
[RW|GetInternalUserName_1|RW]
Text or Call: #Replace this with the text enabled number#
Email: [RW|GetInternalUserReplyToEmail_1|RW]
*****Do_not_write_below_this_line-MessageLeap*****
To_Partner: [RW|GetPartnerName_Listing^.^Agent_1|RW] To_Number: [RW|GetPartnerContactCellPhone_Listing^.^Agent_1|RW] To_Name:                 [RW|GetPartnerContactFirstName_Listing^.^Agent_1|RW] File_Number: [RW|GetFileNumber_1|RW] 
#End

Email template to a selling agent

  • Repeat the instructions to create the email template with the following changes:
  • Enter the Template Name as Messaging: Send SMS to Selling Agent.
  • In the Email Body area, enter or copy and paste the contents of the text below, including the corresponding Resware merge fields (replacing the bolded text with the email address or phone number provided by MessageLeap): 
[RW|GetInternalUserName_1|RW]
Text or Call: #Replace this with the text enabled number#
Email: [RW|GetInternalUserReplyToEmail_1|RW]
*****Do_not_write_below_this_line-MessageLeap*****
To_Partner: [RW|GetPartnerName_Selling^.^Agent_1|RW]
To_Number: [RW|GetPartnerContactCellPhone_Selling^.^Agent_1|RW] To_Name: [RW|GetPartnerContactFirstName_Selling^.^Agent_1|RW] File_Number: [RW|GetFileNumber_1|RW] 
#End

Create an Action Group

This action group is used to manage the MessageLeap email templates for this integration.

Admin/Action Lists/Action Groups

  • Click New and enter the Action Group Name as Message Leap.
  • In the Partner Specific area, click Selected, then click Add to search for the MessageLeap partner.
  • Click Save.

Add actions with email templates

This action group is added to a file when the MessageLeap partner is on the file to manage the integration workflow for the buyer, seller, listing agent, and selling agent messages.

Admin/Action Lists/Action Groups/Edit Actions

  • Click Add Action.
  • Click New Global Action.

Enter the Action Name such as Messaging: Send SMS to Buyer. In the Completing Email Templates area, click Add and select Messaging: Send SMS to Buyer, then click Add. Click Save.

  • Check the Dynamic box.
  • In the Start Task area, select a text enabled Coordinator for the Responsible Party.

NOTE: Select a coordinator that has the email account assigned for texting set up in Admin/Action Lists/Coordinators/Incoming Email Assignment.

  • Check Auto-start when Added to File.
  • Click Save, New to continue adding additional actions.

Repeat the above steps to add all actions as needed for the seller, listing agent, and selling agent.

Add a hidden action

This action will auto add the four message actions created above to the workflow and re-add them when a user completes one of the actions to have it available to reuse again.

  • Click Add Action.
  • Click New Global Action.

Enter the Action Name such as Messaging: Group. Check the Internal and Hidden boxes. Click Save.

  • In the Start Task area, select a text enabled Coordinator for the Responsible Party.

NOTE: Select a coordinator that has the email account assigned for texting set up in Admin/Action Lists/Coordinators/Incoming Email Assignment.

  • Check Auto-start when Added to File and Auto-complete when Added to File.

Add affects

Add two affects on each action as follows:

  • Select the Messaging: Send SMS to Buyer action, then click Edit Affects.
  • In the Start Task Marked Done Affects area, click Add:
    • In 3 – Marking Done Affects Action area:
      • Set the Group to MessageLeap. 
      • Select Messaging: Send SMS to Buyer as the Action. 
      • Set to Task as Complete. 
    • Click Save.
  • In the Complete Task Marked Done Affects area, click Add:
    • In 1 – Marking Done Creates Actionarea:
      • Set the Group to MessageLeap. 
      • Select Messaging: Send SMS to Buyer as the Action. 
    • Click Save.

Repeat these steps to add affects for the seller, listing agent, and selling agent actions.

  • Select the Messaging: Group action, then click Edit Affects.
  • In the Start Task Marked Done Affects area, click Add:
    • In 1 – Marking Done Creates Action area:
      • Set the Group to MessageLeap. 
      • Select Messaging: Send SMS to Buyer as the Action.
    •  Click Save.
  • In the Start Task Marked Done Affects area, click Add:
    • In 1 – Marking Done Creates Action area:
      • Set the Group to MessageLeap. 
      • Select Messaging: Send SMS to Seller as the Action. 
    • Click Save.
  • In the Start Task Marked Done Affects area, click Add:
    • In 1 – Marking Done Creates Action area:
      • Set the Group to MessageLeap. Select Messaging: 
      • Send SMS to Listing Agent as the Action.
    • Click Save.
  • In the Start Task Marked Done Affects area, click Add:
    • In 1 – Marking Done Creates Action area: 
    • Set the Group to MessageLeap. Select Messaging: Send SMS to Selling Agent as the Action. Click Save, Close.

For further information on action workflow management see action job aids available on the customer portal.

Examples on a File

Sending a text message using an email template

File/General

Verify that the mobile number is entered for the partner employee who should receive the message.

File/Actions

  • Select the corresponding action for the partner who should receive the text message, then Mark Complete.
  • Type a message in the body of the note above the pre-typed information.

NOTE: The outbound mobile number can be verified or changed in the body. Select a text-enabled team in the Reply To area. NOTE: Select a team that has the email account assigned for texting set up in Admin/Teams/Teams/Email Address.

  • Click Send.

Sending a text message manually

File/Notes

  • Click New, enter a Subject, then type a message in the Note area.
  • Click Save, Send.
  • Select a text-enabled team in the Reply To area. (e.g., a team that has the designated email address set up to use for this integration).
  • Add a recipient in the Non-Resware area by enter the following:

Select a recently added name or add a new contact. Email: the phone number followed by @text.message.leap.com.

  • Click Send.

Replying to incoming messages

Incoming text messages will be received as emails.

  • Select the message and click Reply.
  • Type a reply.
  • Verify the Reply To team selected is text-enabled.
  • Click Send.

Unassigned emails

  • Unassigned text messages are treated like any unassigned email and need to be assigned to files.

Open the message to determine the file to which it needs to be assigned. In the Assign to File area, click Search for Files to locate the file, then click Assign.

  • NOTE: If a message is assigned to an incorrect file, forward the message from the original email to assign it correctly or copy the message and create a note in the correct file and paste the message in the body.

Best Practices and General Information

  • Business text messages should not be used for marketing without prior consent.
  • Business text is intended for person-to-person communication.
  • Personal Identifiable Information (PII) should be stored on a secured file share (e.g., Box, Dropbox, Google Drive) and sent as a link.
  • If an email signature contains a logo and multiple rows, consider creating a separate one for text messaging purposes, including the least amount of information and no logos or disclaimers.
  • If a recipient texts STOP, discontinue all messaging until they send UNSTOP.
  • A single text message has an available character count of 160. If exceeded, the message will be split into multiple messages.
  • Use of an emoji limits available character count to 70, and not supported in Resware.
  • Messages may contain attachment types including .png, .jpg, and .tif.
  • PDFs may either be shared via a link or by taking a screen shot and saving it as a .png, .jpg, or a .tif.
Updated on April 29, 2022

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