Getting Started with Mojo: A Complete Guide for New Users

Introduction

Welcome to Mojo! This comprehensive guide will walk you through everything you need to know to start using your Mojo system efficiently. While Mojo offers numerous features and options, this guide focuses on the basics to help you get up and running quickly. Let's explore the key components of your Mojo account and how to navigate them effectively.

Homepage Overview

When you first log into Mojo, you'll see the homepage with several important sections:

1. Top Navigation Bar: Features links to:

   • Neighborhood Search
   • Expired Leads
   • For Sale By Owner
   • Dialing Stats

   Note: If you have subscriptions to these services, clicking will take you directly to them. If not, you'll be directed to a subscription page.

2. Today's Activities: Displays your scheduled activities for the day, including:

   • Appointments
   • Tasks
   • Follow-up calls
   • A "Go to Calendar" button for viewing your entire schedule

3. Activity Stream: Shows your activities from the past seven days, such as:

   • Scheduled appointments
   • Follow-up calls
   • Contact edits
   • Deletions
   • Completed dial sessions
   • For team accounts, this displays everyone's activities for better coordination

4. Training Webinars: Access live training sessions held twice daily (11:00 AM and 3:00 PM Eastern, Monday through Friday) with a live instructor and Q&A sessions.

5. News Section: Keeps you updated on new features and important Mojo announcements.

6. System Status: Indicates whether all systems are functioning normally or if there are any service interruptions.

Basic Navigation

The left sidebar provides access to Mojo's core features:

1. Home: Returns you to the main dashboard.

2. Data and Dialer: The control hub for managing your contacts and starting dial sessions:

   • View and organize all your contact data
   • Start dialing sessions
   • Import files

3. Calendar: Access all your scheduled appointments, follow-up calls, and tasks.

4. Reports: View detailed statistics about your calling activity:

   • Number of calls made
   • Call recipients
   • Results
   • Duration
   • Performance analytics

5. Lead Store: Subscribe to or manage Mojo's data services:

   • Expired data
   • For sale by owner data
   • For rent by owner
   • Pre-foreclosures
   • Neighborhood search
   • Skip tracing

6. Connectivity Widget (bottom left): Monitors your browser stability. If it turns red, you may experience delays when clicking buttons, indicating you should check your local network or restart your browser.

7. Account Menu (bottom left): Provides access to additional sections such as:

   • Account settings
   • Integrations
   • Getting started resources

Account Section

The Account section (accessed via the Account Menu and/or Account) for managing your account and user profile:

1. Profile: Available to all users to:

   • Edit personal information (name, address)
   • Update email address
   • Change password
   • Create an email signature for messages sent from Mojo

2. Billing (account owners only): Manage credit card information and review billing history.

3. Agents (account owners only): Manage multiple agents:

   • Edit login information
   • Reset passwords
     
   • Assign/reassign user-specific subscriptions
     
   • Edit  User Type (access level)
     

4. Subscriptions (account owners only): Manage your Mojo subscriptions:

   • Add or remove lead manager agents
   • Add or remove dialing subscriptions
   • Manage data and Mojo Voice subscriptions
   • Adjust payment schedules (monthly, quarterly, biannually, or annually)

5. Refer a Friend: Earn account credits when you refer new customers:

   • $25 credit for Single Line Dialer sign-ups
   • $50 credit for Triple Line Dialer sign-ups

Settings Area

The Settings area (accessed via Account Menu and/or Settings) contains essential configurations for making calls and using other system features:

1. Caller ID: Required for making calls through Mojo:

   • Add any phone number you own (cell phone, office phone)
   • The number must be able to receive incoming calls for verification
   • To add a caller ID, click the "Add Caller ID" button

2. Mojo Voice Numbers: Purchase a dedicated business number through Mojo:

   • Legitimate phone numbers routed to your preferred line
   • Requires verification to ensure it's a real number

3. Whitelisting: A complimentary service that:

   • Provides additional protection for your number
   • Notifies carriers that your number is legitimate
   • Automatically initiates appeals if your number is reported as spam

4. Call Back Messages (Multi-Line Dialer only): Automated message that plays when more than one person answers simultaneously. Record via:

   • Mobile phone (scan QR code)
   • Web (computer microphone)

5. Drop Voicemail: Optional messages you can leave on answering machines:

   • Record via mobile phone or web
   • Similar process to call back messages
     
   • User must click a button to initiate message playback
     

6. Calling Scripts: Create and store scripts to reference during calls:

   • The "Create Calling Script" button allows you to create or add a script you already have
   • Use merge tags (e.g., "first name") to personalize automatically
     
   • The "Create with AI" button allows you to use AI to create your calling script
     
   • instruct the AI to create your calling script
     
   • click the 'play' button to get results
     
   • use AI Shortcuts to adjust as needed

Lead Store

The Lead Store provides access to Mojo's data services:

1. Available services (all à la carte):

   • Expired data
   • Neighborhood search
   • For sale by owner
   • For rent by owner
   • Skip tracer
   • Pre-foreclosure

2. Only account owners can purchase subscriptions.

Importing Files

If you have your own spreadsheets to import:

1. Navigate to Data and Dialer screen.

2. Click the green Import File button on the bottom left.

3. Follow the five-step import process:

   Step 1: Choose your file (XLS, XLSX, or CSV).

   Step 2: Select your import destination:

   • Calling List: For non-qualified leads you need to call
   • Groups: For already qualified leads
   • Source (optional): Additional identifier for data origin
   • Manager (optional): Only needed for group imports with lower-access agents

   Step 3: Map your fields:

   • Match spreadsheet headers to Mojo fields
   • Smart mapping automatically recognizes common fields
   • Use dropdowns to manually match fields if needed
   • Remove incorrect mappings with the red X
   • Create custom miscellaneous fields for additional data
   • Save your mapping as a template for future imports

   Step 4: Check for duplicates (optional):

   • Check against entire database, within file, or both
   • Search by phone number, email, property address, or mailing address
   • Choose how to handle duplicates:
     • Keep Old (default): Retains existing records
     • Keep New: Replaces existing records with new data
     • Import New and Old: Allows duplicates as separate records

   Step 5: Review and complete:

   • Verify all settings are correct
   • View duplicate records if found
   • Return to previous steps if changes are needed
   • Click Finish Import to complete the process

Adding Individual Contacts

To add contacts manually:

1. From the Data and Dialer screen, click Create Contact in the top right.
2. Enter the person's information.
3. Select which list to add them to.
4. Click Create Contact.
5. Continue adding additional information if needed.

Data and Dialer Navigation

The Data and Dialer section is where you manage all your contacts:

1. All Contacts: Shows everyone in your entire database.

2. Properties: Displays automatically posted data with listing status:

   • Expired listings
   • Canceled listings
   • FSBO listings
   • Data from integrated third-party vendors

3. Calling Lists: Contains imported files of non-qualified leads.

4. Groups: Contains qualified leads (hot leads, warm leads, etc.).

5. Calling Profiles: Saved dial session settings, primarily for lower-access agents.

Additional features:

• Create Contact: Manually add new contacts
• Print: Generate mailing labels, letters, and hot sheets
• Manage Columns: Customize which data columns appear
• Mass Actions: Perform actions on multiple selected contacts:
  • Move to group or list
  • Add to DNC list
  • Assign manager
  • Assign action plan
  • Export data
  • Delete records
• Search Contacts: Find contacts by name, address, keyword, or custom fields

Starting a Power Dial Session

To begin making calls:

1. Select your list in the Data and Dialer section.

2. Click Power Dialer to access the Call Wizard.

3. Configure your dialing settings:

   • Caller ID: Select which number to display
   • Voicemail (optional): Choose a message to leave
   • Call Back Message (required for multi-line dialing)
     
   • Rings: Set how many rings before moving to next call (4-7)
   • Lines: For Triple Line Dialer, choose 1-3 lines
     
   • Call Hammer: Enable to try multiple numbers for the same contact
     
   • Voicemail Call Hammer: Disable to stop trying numbers and move to the next contact after clicking "Voicemail" result
   • Advanced Settings:
     • Select lead sheet/calling script
     • Choose script display options
     • Set whether to skip scheduled calls
     • Configure linked contact handling
   • Calling Mode:
     • Default: Call from where you last left off, prioritizing new leads
     • Alternative: Call from top to bottom
   • Auto-Send Email: Configure automatic emails based on call results
   • Optional Dialing Filters:
     • Filter by attempt count
     • Skip recently dialed numbers
     • Skip recently contacted numbers
     • Skip numbers that received voicemails
     • Filter by create date or status change date
     • Set date order (newest or oldest first)
     • Filter by list price

4. Click Start Power Dialer to preview your list before calling.

5. Review the preview and click Start Power Dialer again.

6. Call the displayed phone number and enter the PIN to connect your phone.

7. Keep your phone connected throughout your dialing session.

8. Click Start to begin dialing.

Managing Calls During a Dial Session

During your dial session, you'll see call result buttons to categorize each call:

1. Contact: You reached the person you were looking for and qualified them.
2. No Contact Next Number: You didn't reach the target person, try their next number.
3. No Contact Next Record: Skip to a completely new contact.
4. Bad Number: The number is incorrect.
5. Voicemail: Leave a recorded message if set.
6. DNC Contact/Number: Add to Do Not Call list.

Remember to click one of these buttons at the end of each call to move to the next contact.

Conclusion

This guide covers the essentials to get you started with Mojo. As you become more familiar with the system, you can explore advanced features and customizations to further enhance your experience. Remember that Mojo offers training webinars twice daily if you need additional assistance or have specific questions about any features.

For best results, we recommend starting with a small calling session to get comfortable with the system before scaling up your calling activities. Keep your caller ID and voicemail messages updated, and take advantage of Mojo's organizational tools to manage your contacts efficiently.