REI Software

REI Software Help Library

Search for any help questions or topics.

Marketing

Scheduling a single SMS or Email

Email Campaigns vs Templates

The difference between Email Campaigns and Templates and when to use them.

SMS Templates

How to send attachments in the email builder

Creating a PDF version of your Brochure

In this video you will learn how to create a PDF version of your Brochure

Facebook Conversion API Setup

Form Builder

Bulk Requests - Overview

This video shows you what Bulk Requests are and how to use them. An example use would be sending a newsletter.

How to Create and Send a Property Brochure to Cash Buyers

Survey Builder

Here is how to use your Survey Builder

Campaigns - Overview

Trigger Links

Call Function

Manual Actions - Dialer

Sending a single SMS or email out

Smart Lists

How to send broadcasts and newsletters

Creating Email Unsubscribe Links

When to manually stop a campaign and how (includes task allocation)

How to manually remove someone from a campaign so they do not receive the rest of the emails or texts

How to leave ringless voicemail

How to use the email builders

Signatures

Adding signatures to forms

How to make Phone Calls - Dialing Out

This video shows the update to the ability to make phone calls directly from your web browser!

How to create a review link

Email Signatures

Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns

Custom Values

Out Of Office Emails and SMSs

This video shows how to set up an out of office email and sms response that can be used every after your business has closed, or when you are away for an extended period of time, such as over Christma

New Email Builder

This video shows how to use the new email builder. This is separate to the standard editor in the campaigns area. However, as you will see in the video, you can also use the emails created here in the

New Email Builder - Design Video

This video shows how to actually create your emails with the new email builder.

Smart List Settings

This video shows how to share your smart lists with other account holders and manage the other settings.

Attribution and Facebook Reporting