Automessages allow you to send pre written email and sms messages to Leads in an organized and efficient manner.
You can add tag details using the ADD Automessage Form. This screen is divided into two tabs:
You can edit the general settings of the Automessage using the Setup tab.
You can store the email preferences using the Emails tab.
In this tab, the email automessage can be written exactly how the user wishes it to be sent out
You can store the SMS preferences using the SMS tab.
In this tab, the SMS automessage can be written exactly how the user wishes it to be sent out
Viewing the Automessage
You can view a file detail using the View Automessage Form. Press button from Actions dropdown to load View Automessage screen.
Editing an Automessage
You can edit an Automessage Lead via Edit Automessage form. Press the button from Actions dropdown to load Edit Automessage Form. The Edit Automessage form is divided into the same two tabs established above in creating Automessage.
Deleting an Automessage
You can delete an using Automessage List screen. Press button from Actions dropdown to delete the Automessage.
You will be prompted to continue. If you choose to continue, the record will be deleted.
Sending an Automessage
You can send an automessage in two ways. The first way is to trigger an automessage based on a response in an AI Text Tree and the second is to send the message to a specific Lead or a Group manually.
In order to send the Automessage through an AI Text Tree Response go into the Add Intent or Edit Intent menu for the question that you want to trigger the Automessage and type the Subject Line of the premade message in the Trigger Email line to select it or press the + symbol next to the Trigger Email create and Automessage.
In order to manually send an Automessage