Premium Plan

Day 1 - Getting Connected

Written Instructions

For those who like to read 😎

Today we will accomplish the following:


  1. Get A Textable Phone Number
  2. Connect Your Google Account
  3. Connect Your Facebook Account
  4. Send Your First Review Invite

1. Get A Textable Phone Number - To Text With Leads & Customers


  • Login To Your MT Automate Account

  • Click on 'Settings' (Left hand menu at the very bottom)

  • Click on 'Phone Numbers' (Top menu - 3rd to last menu item)

  • Click 'Add Number'

  • Type in your area code and click 'Search' (Note: if your area code has no available numbers, choose an alternate area code)

  • Choose your desired phone number. Please remember that you will need a mobile number, not a landline phone number if you want to send text messages.

Now let's forward calls from this phone number to your own phone number. Here's how to do this...


  • Click the 'Edit' pencil icon to the right of your new phone number

  • In the field 'Forward Calls To', type your phone number (ex. 801-555-1234)

  • Change 'Incoming Call Timeout' From 60 to 25

  • Click 'Update' and you're done 🎉

2. Connect Your Google Account - For Online Reviews & Google Chat


  • Login To Your MT Automate Account
  • Click on 'Launch Pad' (Left hand menu at the very top)
  • Click on 'Connect' next to the Google Icon
  • Sign into your Google Account (the account that has your Google Business Profile connected)
  • Our app 'Lead Connector' will ask you to 'Allow' us to connect, click 'Allow'
  • You're connected! 🎉


Now let's select your Google Business Profile...


  • Click on 'Settings' (Left hand menu at the very bottom)
  • Click on 'Integrations' (Top Menu - Next to Phone Numbers)
  • Click on 'Select GMB Page' (2nd box on the top)
  • Select Your Google Business Page From The Drop Down & Enable GMB Call Tracking
  • Click 'Connect'
  • You're connected! 🎉


One final step to help you automate your Google reviews...


  • Click on 'Reputation' (Top Menu inside Settings - 2 to the left from Integrations)
  • Click on 'Generate Link' at the top
  • Click 'Save'
  • Scroll down and Toggle 'On' Customize Review SMS & Customize Review Email
  • That's it! You're ready to start automating your reviews 🎉

3. Connect Your Facebook Account - To Streamline Facebook Messages To Your Inbox


  • Login To Your MT Automate Account
  • Click on 'Launch Pad' (Left hand menu at the very top)
  • Click on 'Connect' next to the Facebook Icon
  • Sign into your Facebook Account
  • Our app 'Lead Connector' will ask you to 'Allow' us to connect, click 'Allow'
  • You're connected! 🎉


Now let's select your Facebook Business Page...


  • Click on 'Settings' (Left hand menu at the very bottom)
  • Click on 'Integrations' (Top Menu - Next to Phone Numbers)
  • Click on 'Select A Facebook Page'
  • Select Your Facebook Business Page From The Drop Down
  • Click 'Connect Page'
  • You're connected! 🎉

4. Send Your First Review Invite - To Get More 5-Star Reviews On Google


  • Login To Your MT Automate Account
  • Click on 'Check In Client' (Left hand menu at the very top)
  • Type In Contacts Name
  • Type In Contacts Phone Number (Or Email If You Prefer To Send An Email)
  • Click 'Send A Review Invite'
  • You got it! 🎉


Here's an alternate way to send a review invite...


  • Click on 'Reviews' (Left hand menu in the middle)
  • Click on 'Send Review Request' (Top Right Of Page)
  • Type In Contacts Name
  • Type In Contacts Phone Number (Or Email If You Prefer To Send An Email)
  • Click 'Send A Review Invite'
  • You got it! 🎉

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