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:
- 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
Tags
Create and assign custom labels to organize your contacts more granularly (e.g., “Open House – 123 Main”, “Investor”, “Dog Lover”).
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!