OnBoard Day 01 - Initial Setup

I want to personally welcome you to the Realvolve family.  Over the next few days I will share information and video links to acquaint you with the basic features of our system.  It's not hard, I promise, but it does take a little effort and patience on your part to get setup properly in order to get the most productivity out of your day.

I'm sure you are anxious to get started and you might even think about skipping ahead or doing something out of order.  If you will follow the path that I have laid out, the setup process will flow much easier and you won't have to back track on anything to correct your mistakes.  Don't stress... its really not that hard!

If you have not watched the Realvolve overview video, do it now to get a quick look at some of the features you will be learning about over the few days (SEE VIDEO).

First, if you are not currently logged into realvolve, open http://login.realvolve.com and enter your login information.  In the upper right corner of your realvolve screen, click on the white down arrow to show the system menu.  This menu allows you to access the Settings, Online Help, or Logout of Realvolve.   Click on SETTINGS to access the settings options on the left side of your screen.   

  1. Select the "My Account" option to enter your personal information.  Be sure to fill in all the fields since they are used as merge fields in messaging templates which we will cover later.  After you have completed this task then press the Update button to save your information.  
    Note: Along with entering your personal information, the "My Accounts" section can be used to change your password, view your API Key used for integration with other systems and the Plan and Billing Info section which allows you to see your subscription plan and make changes as needed, including Credit Card Details and previous billing transactions and the ability to Cancel your subscription.
     
  2. Select "SMS Services" to choose a custom SMS number for sending text messages from inside Realvolve.  Choose your country, enter your local area code then choose one of the available SMS numbers then click Save.
     
  3. Select "Time Zone" to select your correct Time Zone. 
     
  4. Select "Boards" to assign the name of each MLS Board that you are a membership in.   If your board name is in the Master boards then select it and press Save. Otherwise, manually add the custom boards by entering State Name, Acronym, Board Name and Service Area then press Save to be listed at the bottom of the screen.  An example for The Greater Springfield Board of Realtors in Springfield Missouri you would entered as follows: 
    State: Missouri       Acronym: GSBOR     Board Name: Greater Springfield Board of Realtors
    Area: Southwest Missouri

    Boards Video:  CLICK HERE
  5. Select "Contact Source Type" and assign the name of each source of contacts.  Tracking where contacts originated from helps to drive future advertising and marketing decisions.  Sources can be picked from the master list or create your own custom source.  Once you have made your selections, press Save to add the source names to your master pick list. 
     
  6. Select "Set Default Fields" to setup the default values for Property and Transaction fields.  Realvolve maintains a large list of available party member types and dates.  Go through the lists and place a checkmark on each party member and date type that is used in your geographic area on a regular basis.   You can leave less frequently used fields unchecked and add them as needed to the property or transaction. 
     
    Party Member Video:  CLICK HERE
    Date Type Video:   CLICK HERE
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Comments

  • Avatar
    Terry Johnston

    I am unable to set up my email. I need help

  • Avatar
    Dewi Fairclough

    Unable to send/receive SMS. I have a number (not my own) in settings to send SMS from, and have sent 2 test SMS to myself. I have received neither, am I missing a step?

  • Avatar
    Kirsten Seglem

    How do I track my text messages with a client? Thank you!

  • Avatar
    Gary Hall

    They will display in the Radar for that contact.

  • Avatar
    Elle Jones

    Hello, how do I add my 2nd user/assistant to the system.

  • Avatar
    Gary Hall

    Go to Settings, Users and Permissions, and "Invite" your other people. You must wait for the to accept the email invitation and log in before you can assign them permissions.

  • Avatar
    Tara Simms

    "my social connections" does not show up in my settings drop-down menu???
    please help.

    Also, When composing an email, my personal email address shows up in the from section. i have checked my account and my business email is the one on my account??? Not sure where my personal email is being pulled from?

  • Avatar
    Gary Hall

    Hi Tara - It's "My Social Networks". I was in your account and it's there, in Settings.
    tarasimms@kw.com is the email you have in your account and that is what it is showing in the "From:" and the "Reply to:" when I tested it.

  • Avatar
    Caroline Torres

    Item 4. "Boards" is not on my drop-down menu? Where would I find it? I am my Brokers assistant trying to set up RealVolve for us to use, but keep running into deadends. Need help.

  • Avatar
    Janice Parris

    Is there a way to set up the sms to show my number when it sends texts vs one of the numbers that are auto-supplied?

  • Avatar
    Gary Hall

    SMS in realvolve was developed to enable you to communicate with your clients via SMS in the workflows. It was not implemented to be used as a means of back and forth every day communication like on your phone. We recommend that at the start of a workflow, you use the first Activity to tell the client that this is your SMS number for use throughout the Transaction, so please make a note of the number.

    Currently we can only use assigned numbers that are generated from within Realvolve. They are used primarily in the workflows to make that option available. We are looking for technologies that will enable us to use your cell number but that will be down the road.

  • Avatar
    Caroline Torres

    Item 4. "Boards" is not on my drop-down menu? Where would I find it? I am my Brokers assistant trying to set up RealVolve for us to use, but keep running into deadends. Need help.

  • Avatar
    Gary Hall

    If it is not there it is because you do not have permission. You would need your Broker to give you "Admin" permission to do that.

  • Avatar
    Listing Coordinator

    I set up the SMS service and it provided me a phone number. I go to send a sms and it errors saying the phone number is not a valid sms-capable inbound phone number or short code for the account. I went to change the phone number and I no longer have any options. So what do I do to get it to work?

  • Avatar
    Gary Hall

    I checked on this and created a Support Ticket so we can track this for you. I saw the error and that's not right so I'll have the engineers take a look at it. We'll update you through the Support Ticket instead of here. Thanks!

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