Welcome to Your Account!

Welcome to the start of something exciting! Your Happy Grasshopper account is more than just a platform — it’s your new secret weapon for building real, lasting relationships. Whether you’re nurturing leads, reconnecting with past clients, or simply staying top-of-mind.

Inside, you’ll find tools for sending emails, texts, social content, and even handwritten cards — all designed to sound like you. This quick guide will help you find your footing and start communicating with confidence.

🏠 Dashboard

Your homepage when logging in. It shows:

How many new “Keep in Touch” messages are available
Your most recent contact engagement
Automation stats
Blog updates
Task reminders
Upcoming birthdays & transaction anniversaries

🔍 Contacts

Search Contacts

This button opens a universal search bar from anywhere in the app — no matter what screen you’re on. Type in a name, tag, or email to quickly find any contact.

All Contacts

View and manage your entire contact list (with filters, sorting, tags, and bulk selection). You can:

Filter by audience or tag
Add new contacts manually or via upload
See contact details at a glance
Access individual records for deeper insight

🔥 Insights

Activity Hot Sheet

Your daily engagement digest. It shows:

Who interacted with your emails (opened, clicked, replied)
When they interacted (typically the previous day)
Great for prioritized outbound follow-up.

Reporting

Detailed analytics across all types of messaging:

Open rates
Click-throughs
Bounce rates
Unsubscribes
Delivery and spam metrics

📤 Send Now

Email by Audience

Pre-written, biweekly emails personalized for:

Leads
Sphere of Influence
Past Clients
Just review, customize if needed, and send.

Email Templates

One-off messages you can use for:

Open houses
Listings
Referral requests
They’re plug-and-play — red-highlighted areas indicate where to personalize.

Write Your Own

Custom email blasts written from scratch. Ideal for:

Events
Announcements
Specific updates

Social Media Content

Updated every 2 weeks with fun, engaging, and real estate-relevant content for your:

Facebook
Instagram
LinkedIn
Includes lead-gen posts, holidays, conversation starters, and more.

Text Messaging

Self-send SMS using your own cell number, from your own phone, but powered by Happy Grasshopper.

Perfect for quick, personalized outreach at scale.

Voicemail Drops

Send ringless voicemails directly into your contact’s inbox.

Record your own or use our scripts for:

Birthdays
New leads
Past clients
Anniversaries

🤖 Automations

Campaigns

Create and manage automated messaging workflows that combine:

Emails
Voicemail drops
Text messages
Task reminders
Customize flows with timing and triggers.

Playbooks

Pre-built campaigns for specific use cases:

Lead follow-up
Referral requests
Recruiting
Just assign a playbook to a contact — and go.

💌 Premium Sendables

Handwritten Cards

Real cards, written by a robot holding a pen (yes, actual ink), and mailed via USPS. You can:

Choose from dozens of card styles
Customize the message
Add a gift card if desired

Artisan Gifts

Beautiful gift baskets via Marigold & Gray — ideal for:

Closings
Anniversaries
Celebrations
Thank-yous

🎓 Education

Training Videos

Your how-to video library — made by our team. Covers every section of your account.

Academies

In-depth video sessions on:

Business growth
Relationship nurturing
Long-term success strategies
Often hosted by our CEO, Dan Stewart.

🛠️ Management

Audience Settings

Manage core contact categories:

Leads
Sphere of Influence
Past Clients

Signatures

Import your HTML email signature
Or use our signature builder with clean templates

Integrations

Connect your CRM, lead platform, or database tool:

kvCORE
Lofty
Follow Up Boss
Wise Agent
Zapier

…and many others.

Happy Sending!