Voicemail Drop gives you the ability to send voicemails straight to your contacts' inboxes without having to initiate an actual call or triggering a contact's phone to ring.

Using the Voicemail Drop add-on in your account provides you with another communication avenue to grow your relationship with your contacts, regardless of their status in your pipeline.

To find more information, navigate to the Marketplace in BoldTrail. Scroll down or use the search option until you see the 'Voicemail Drop' tile and select 'Learn More'. Pricing is displayed within the Marketplace tab.

After you have purchased this add-on you will be able to start using it immediately!

Voicemails can be sent to individual contacts or be sent to multiple contacts at once all from your Smart CRM.

Please Note: This add-on cannot be accessed from the Mobile App nor does it work in conjunction with the auto-dialer function within the app.

Contacts who are on your “Do Not Call” list will not receive a voicemail if they are selected as part of a mass voicemail drop. Attempting to send one to an individual contact will bring up an error message stating that the selected contact is on your “Do Not Call” list.

You are able to confirm how many voicemail credits you have left for the calendar month you are in when you are looking at the Voicemail Drop screen as well.

Voicemail credits equal how many individual voicemails you have left in the month and are automatically updated whenever you drop a voicemail. One voicemail credit will be used per contact, so if you are dropping a voicemail to 10 contacts at once you will use 10 credits.

If you are subscribed to one of the two lower credit amount plans, you may upgrade to a higher credit amount at any time and the larger amount of credits will be available at the beginning of the next month when your billing renews.

Your monthly credit amounts do not roll over, so if you do not use all of them your credit amount will be reset when your billing renews for the next month.

1. Log into your account.

2. Navigate to the Smart CRM from the main navigation on the left-hand side.

3. Search for the desired contact and click on their name.

4. Click on the "Voicemail Drop" button on the right side of the contact profile.

5. You can then choose to record a new voicemail and send it as a one-off message or you can select a pre-recorded voicemail message and send that to your contact.

6. Once you are done recording your message or have selected a pre-recorded option, click the green "Send Voicemail".

The contact's Timeline will update to include a note indicating a voicemail was sent.

1. Log into your account.

2. Navigate to your Smart CRM on the left.

3. Use the filters on the left-hand sidebar to search for the contacts you would like to send a message to.

4. Check the boxes next to the names of the desired contacts.

5. Click on the 'More Actions' drop-down menu at the top of the contacts table.

6. Choose 'Send Voicemail(s)' from the drop-down menu that appears.

7. You can then choose to record a new voicemail and send it as a one-off message or you can select a pre-recorded voicemail message and send that to your contact.

8. Once you are done recording your message or have selected a pre-recorded option, click the green "Send Voicemail".

Each contacts' Timeline will update to include a note indicating a voicemail was sent.

While you have the ability to create and save a voicemail message anywhere voicemail dropping is accessible within BoldTrail, like a contact's record, all saved recordings will appear in the Templates section of the Smart Campaign builder tool.

You can easily add new recordings or delete existing ones by accessing this area.

1. Log into your account.

2. Navigate to the Marketing tab to the left.

3. Click into the Smart Campaigns tile.

4. Click into the Templates tab at the top.

5. Click into the Voicemail tab below the Templates tab.

If you would like to create a new recording, simply click on the green "+ Add Template" button to the right.

Choose the 'Voicemail' option from the drop-down that appears.

Choose whether you would like to record the message now or upload an existing audio file from your computer.

Once you are done, all the saved voicemail templates will appear in the list under the Recording Name section where you are able to preview the message or permanently delete it.

This list of saved recordings will be accessible when you try to drop a voicemail to any of your contacts moving forward.

What is Voicemail Drop?

Voicemail Drop is an additional feature that BoldTrail users can purchase a subscription to from the Marketplace.

It gives Agents the ability to send voicemails straight into their contacts' inboxes without having to initiate an actual call or triggering a contact's phone to ring.

Where can I use it in BoldTrail?

There are two places in BoldTrail where you can access Voicemail Drop and send messages:

In the Smart CRM you can drop voicemails to an individual or multiple contacts at once. You can also add pre-recorded voicemail templates as action items to any applicable smart campaigns.

How do I purchase this Add-On?

To purchase this add-on, simply log into your BoldTrail account and navigate to the Marketplace tab to the left.

Once there, click on the "Engage Contacts" button from the list along the top. Alternatively, click into the 'Search' bar to search directly for 'Voicemail Drop'.

You will see the Voicemail Drop tile from the filtered list and can click on the "Learn More" button to choose your subscription and access the billing details page.

After you have purchased this add-on you will be able to start using it immediately!

Is this Add-On available for Canadian users?

Yes! Voicemail Drop is available to BoldTrail users in both U.S. and Canada.

What phone number appears on my contacts' caller ID?

Voicemails show as sent by the default Smart Number in your BoldTrail account, whether that is the Office Smart Number or a personal number you purchased via the Smart Number Add-On tile in the Marketplace.

Does this work with landlines?

No. Voicemails can only be dropped to cell phone numbers at this time.

Do voicemail drops count towards my daily calls to complete?

No. Your daily calls to make list can only be completed by actively calling the contact from your BoldTrail Dashboard or the BoldTrail Mobile App.

How do I know a voicemail was dropped successfully?

The contact's Timeline will display a note with the date, time, and title of the voicemail that was dropped to the phone number in their profile.

Another note will appear indicating if it was successfully dropped.

Can I track who has listened to my voicemail?

No. BoldTrail does not indicate whether a contact has opened and listened to the voicemail message in their inbox.

What happens if a contact has an invalid phone number or does not have one at all?

If a contact does not have a phone number in their record or if the phone number is invalid the voicemail message will not be successfully dropped and no note will appear in their Timeline.

You will see an error message appear if you try to drop a voicemail to a contact with an invalid number or someone who does not have one at all.

If the contact is included in a list of contacts that you are trying to drop voicemails to en masse, they will be skipped. This will not count against your monthly credit allotment.

Why did my voicemail not successfully drop to my contact(s)?

There are a number of reasons why a voicemail may not successfully be dropped to a contact's inbox:

In order for voicemails to be dropped successfully, each contact must have Auto Dial permissions enabled otherwise BoldTrail will be unable to send the message. This is found in the 'Profile Details' section at the top of a contact's record.

Within the unsuccessful note, a reason will be provided.

Can I purchase more voicemail credits if I use up my normal monthly allotment?

Yes! If you have one of the 150 or 250 subscriptions you are able to upgrade your subscription at any point throughout the month and the new amount will go into effect at the beginning of your next billing cycle.

Can I pre-record voicemail messages to regularly drop to my contacts?

Yes! There is a Voicemail section within the Smart Campaign builder tool where you can record and save voicemail messages for future use, both as manual drops and as an automated Smart Campaign action.

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Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!