Have well-crafted email and text message templates ready to easily keep in touch with your prospects and contacts through regular email and text message correspondence.

Prerequisites:

​​Whether a user has mTap Pro, mTap Pro Plus, or mTap Teams, they may create email and text message templates to be delivered to prospective leads on the fly.

Instructions: 

Step 1: Launch the mTap mobile app on the mobile phone. 

Step 2: Tap on Settings. 

Step 3: Tap on Follow-up Settings.

Step 4: To compose an email, select the Email Template and fill in the required fields, including a quick greeting, a link to set up a meeting, and a brief salutation.

Step 5: Tap Save to apply the modifications.

Step 6: Tap the Text Message Template to add a concise text message and the phone number to be delivered to your lead.

Step 7: Tap Save to finalize the changes.

Step 8: Keep tabs on your email and text message delivery rates for the current month and overall to evaluate lead engagement.

Outcome:

And that's absolutely it! Your mTap is now your most reliable networking tool for maintaining contact with leads.