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

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!

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