Text clients from your Tanero number

Two-way texting from your dedicated number: ORBIT sends texts, reads the replies and keeps every text on the client's record.

What you will do

Text clients from your business number and let ORBIT keep every conversation moving.

Before you start

  • A paid plan and your Tanero number.

Steps

  1. Ask ORBIT to text someone

    “Text Sarah Chen: your showing is confirmed for Saturday at 11:00.” ORBIT sends it from your Tanero number to the phone saved on the client's record. A text can be up to 320 characters.

    In its first text to someone, ORBIT says whose office it is writing from.

  2. Text several people

    “Text everyone in VIP buyers about Saturday's open house.” ORBIT sends one text to each person.

  3. Replies come back to ORBIT

    When a client replies, ORBIT reads the reply with the recent conversation, records it on the client's timeline, and the bell tells you who texted. Texts from new numbers are added to your CRM.

  4. Choose whether ORBIT replies on its own

    Open Agent tools & settings → Operating settings → Operating mode. One mode for ORBIT and your whole team.

    Approval: what you ask is done at once; a reply ORBIT or your team would start on their own is prepared for you in the Action Center.

    Auto: ORBIT and your team also reply to clients on their own, then tell you what they did.

    Operating settings with the Operating mode choices Approval and Auto
    Operating mode in Operating settings.

  5. See a conversation

    Ask ORBIT: “Show my texts with Sarah Chen.” Texts are also on the client's timeline in the CRM.

  6. Opt-outs

    If a client texts STOP (or UNSUBSCRIBE, CANCEL, END or QUIT), Tanero stops texting them at once, including texts already waiting to go. Only the client can lift it, by texting START.

Tips

  • Your plan includes a number of texts each month. See what you used in Usage & PAYG in the account menu. To keep sending past the limit, turn on Pay-As-You-Go for SMS in Billing.

Questions

Is there an SMS inbox?

Texts live on each client's record and in your conversation with ORBIT. Ask ORBIT for the history with any client.

Why was my text not sent?

The client may have texted STOP or be marked do not contact, the text may be longer than 320 characters, or your monthly texts may be used up.

Can ORBIT text a number that is not in my CRM?

ORBIT texts people in your CRM. Ask it to add the person first.

Something not covered here? Ask ORBIT, or write to [email protected]. All guides