How to Edit the New Lead SMS Campaign

When a lead registers on your automated platform, majority of time they are going to be automatically assigned to a campaign that shoots them off text messages in an attempt to generate an immediate response from your lead. Now, should you wish to edit this campaign, this is how you do it. The first thing you’re going to do is go over to the settings tab, and then select the campaign template editor option. From here, in this section, what you’re going to see is either a Lead Qualification Campaign Template, or for some of you may say, Cloned Lead Qualification Template. What from here you’re going to do is simply click on the edit option. Now this is the campaign and how it’s currently built out. So most of you will see three actions here, one that’s one minute, one that’s five minutes, and then one that’s typically one day apart.

Now, some of you may only have two messages, some may have four messages. But we’re really going over how you’re going to edit it. The first message here, you do not want to remove this. So this is just an auto responder type message that is giving the end user to opt out of SMS communication. This is what the carrier companies are looking for. They always want to make sure their consumers are protected and have that option of unsubscribing from phone communications. So you can change the wording slightly if you wish, but more or less it’s basically acknowledging the registration on your website and then trying to get a yes from them or a stop from them. A lot of your leads aren’t even going to respond to this message. Now, some will respond stop, but that does not mean you cannot call the lead. So I would still call that lead because you could very well be that you have the wrong number.

So that lead obviously would have responded stop because they did not in fact sign up on your website. So just clarifying that through a phone conversation is 100% recommended. Now, five minutes after that message, a welcome message is going to go out. And this message essentially is thanking your lead for registering. It’s going to let them know you’re sending them listings. And then often you’ll see there’s a question involved trying to generate a response from that lead. Anything you see within brackets is short code. So, do your best not to edit that because any minor edits will often cause that to not work. So it is case sensitive. So, for example, if you accidentally edit this, and I put this as a lowercase, n, instead this message would go out saying, Hi, first name. So, definitely don’t want that happening.

In a previous video, we did review how you can create SMS templates. So if you want us to change this message to a template that you’ve created, you’re simply going to select this option and then select the template that you wish to use, and then you would just simply save it at that point. Now, if you want to do more than just save that message, you do have some options. So you can change who that SMS comes from. Typically, it’s a person assigned to the lead, but for some of you, you may have teams and you want it going out on behalf of a specific team member. You also have automatic stopping clauses. So, stopping clauses essentially are what’s going to stop this campaign on the fact if a certain pipeline status is [inaudible 00:03:53] or perhaps if you’ve added a specific tag to a lead.

So, for example, in this one here, because this campaign its goal initially is to generate a response from the lead, we want to make sure that we have it so that it’s going out. So if we make contact or we set a meeting with this person, it’s going to stop this campaign automatically so you don’t have to remember to do that. Now, the delay period is how long after the previous action this message is going to go out. So we have that as five minutes. And then you have silent hours. So, some of you may wish to change your silent hours. Silent hours means that the messages will not go out between certain hours. So, if a lead registers at one o’clock in the morning, you’re not sending the messages at one o’clock in the morning. So you would choose your silent hours from what time at night would you want this silenced to what time in the morning.

So in this case, if the lead registered at 8:30, for example, in the evening, they wouldn’t get a text message until 5:01 in the morning. So it just holds back that campaign until it’s allowed to send those messages. If you’re making any changes here, you’re simply just going to update the SMS action so that the system stays set and you can see the little pop-up notification indicating that you’ve successfully saved that action. Now, if you’re wanting to extend this campaign to help you follow up with those leads even further, you’re simply just going to click on this little plus sign. So you can add actions at the end of what’s already built, or if you wanted to stick one in between, you would just click the little plus sign in between the two actions.

So, here we’re going to do one at the end of the campaign, and we’re going to click that plus sign. And you’re going to notice we have four options. We can send an email to this person. We can send an SMS. We can assign them to a different campaign, or we can have the system create a task. So, in this case, let’s create an SMS. Now, the SMS is showing in this format because we are currently editing that action. So, here you can either type out an SMS if you wish. You will not have any short code. For example, “Hey, how’s the search going?” Something simple like that. If you really wanted to, you probably want to refer to people by their names. So, that’s how your templates work. Or you can again choose a template that you wish to have. Right? So you can pick whichever one you want.

Again, you can choose which account those SMSes are coming from. Typically, it is the main agent, but some of you may operate differently. Again, you’re going to choose your stopping clauses. What’s going to stop this message from going out? Again, we may want to have it. So, if we’ve made contact or moved any further through the pipeline, this message is not going to go out because we’ve already made contact with them. This campaign has served its purpose. You then have the delay period. And again, the delay period is based on the previous action. So, how long after this SMS goes out do I want this SMS to go out? So, let’s say I want it to be three days after I want this SMS to go out. And again, I can choose my silent hours.

What hours in the evening to what time in the morning do I want this silence? So let’s just pretend that I’m just keeping it simple. So, 10:45 PM to 10:45 in the morning, no messages are going to go out, and then we’re just simply going to save it. And you can see that the additional action has been added here. And you can, of course, go back and edit it if you need to make any adjustments and things like that. Now, because this campaign was already built and already automatically assigned to your lead gen website leads that are coming in, however, should you need to adjust your automatic assignment you would just go so here. And then you basically can choose which sources. So which websites or sources that are coming in? Where the leads are coming into your system? Who is going to be automatically assigned to this campaign? If you’re adding additional sources or adding a lead pipe, for example, you would just simply update this. However, if you require assistance with your automatic assignment or just someone to review your campaign in general, you can contact