Phone Number Registration

Before starting your lead program there are a few set up steps related to Ringy and your phone number that will greatly help you maximize your success rates with our leads. To-do number 1, Phone number registration, is MANDATORY before you begin calling the leads.

Phone number registration

1) Visit this link, Free Caller Registry, and fill out the following sections in the form as shown below.

*upload phone numbers via CSV file, or enter manually.
Display Name: LEAVE BLANK
I believe my calls are: “other”
Contact name: YOUR NAME
Company Phone: YOUR PERSONAL PHONE
Email: YOUR .ffl@gmail.com EMAIL
Calling Company Name: “family first life”
Calling Company Address: 80 Norwich New London Turnpike STE B Uncasville, CT 06382
City: Uncasville
State: Connecticut
Zip: 06382
Calling Company URL: https://familyfirstlife.com/
Service Providers: Verizon, t mobile, AT&T
Calls per month: 2000

Sync Ringy SMS build

This step is optional but recommended, if you want to sync with our initial text message set up, drip campaigns and disposition texts, please complete the following steps under the section titled, "Sync Ringy SMS build" .

1) Sync your Ringy with Ben’s account in order to inherit all of the premade texts and dispositions

Click “Account Settings” in the left-hand menu bar (highlighted in red)
Click “Sync Account” in the white menu box that appears to the right of the main menu bar (highlighted in red)
Paste the gmail, bengarrigan.ffl@gmail.com in the input field labeled “Sync account email address” (highlighted in red)
Press the purple button titled “Send Sync Request” (highlighted in red)

1) Change Ringy company name to “Legacy Financial”

To complete this task call Ringy and tell them to change your company name to “Legacy Financial”
Note: SMS systems like Ringy require you to include your company name in all messages sent to a number before they reply. So we have the company name built into the premade texts using the #my_company_name variable which if not updated will not match the company information the lead submitted info to. Therefore it is crucial that you update this in order to maximize your response rate.

3) Update lead vendor to perform initial text and assign lead disposition upon receiving the lead

If your signing up for Legacy Financial leads use the following instruction doc
- Legacy – Lead Vendor Set Up Page
If your signing up for Veteran leads use the following instruction doc
- Veteran – Lead Vendor Set Up Page
If your signing up for a mixture of both you’ll need to complete the steps in both instruction docs

Payment Portal

If you wish to pause your leads this can be done through the following links. Please remember to use the same email that is associated with your Stripe to login.

Legacy (Number Verified Term) Leads

https://link.getagentautomator.com/widget/form/4WNcRR2iTV1cIgMKdG24

Veteran (Life Jacket) Leads

https://link.getagentautomator.com/widget/form/ldPtR6reqmt4gaSIkqxS

Phone Number Registration

To-Do List