Help centre · Talking to people

Getting consent to text someone

Before Facreo will text somebody, it needs a record of how they agreed to be texted. Open their contact page and look for the SMS consent panel: type how it was given — a signed buyer or listing agreement, a form they filled in, an open-house sign-in, or them asking you to text them on a call — and press Record. That stamps the date, keeps your wording as the source, and puts an entry on their timeline, so there is a record of it later. You can always reply to somebody who texts you first: an incoming text opens the conversation for three days and you can answer without recording anything. Marketing sequences stay blocked until consent is on record. If somebody replies STOP, Facreo stops immediately and will not let anyone text them again until they opt back in; a reply of START puts them back on. Two things worth knowing if your contacts came from another CRM: consent does not travel with an import, so a migrated book starts with none on record, and it is recorded one contact at a time. Whether a particular relationship counts as consent is a question for your broker and your own legal advice, not something Facreo decides for you.

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Talking to people

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