New Feature – Text Messaging in Workflow Automation

Here’s a new feature of LeadMaster that I really like – text messaging.  Here’s how I use it.  We have a variety of landing pages and I like to know when people fill them out.  Until now I’ve always received an email notification but now I can get a text message as well.

Here’s how it works for the landing page being filled out situation.

First I used the LeadMaster Web Form to Custom Form mapping tool to get the data from the landing page into LeadMaster.  It’s a point and click tool that’s easy for a non-programmer to use.

Second, I created a workflow so that anytime a new record was created because of someone filling out a landing page I get both a text message and an email.  Just in case you haven’t used the LeadMaster workflow automation tool it too is point-and-click easy for non-programmers.  Just select what action you want, fill in the details and click ok.

List of Workflow Actions

List of Workflow Actions

But wait, it gets better.  Not only can you send yourself a text message, you can send a text message to the account manager or the partner rep associated with that account.  Here are the details.

  • If you configure the action to send a text message to the account manager associated with the record, the account manager must have a mobile number and mobile provider selected (see Administration / Account Mgrs).
  • If you configure the action to send a text message to the partner rep associated with the record, the partner rep must have a mobile number and mobile provider selected (see Administration / Partner Reps).
  • If you configure the action to send a text message to a phone number, the phone number must be entered and mobile provider selected.

There are a wide variety of uses for text messaging in LeadMaster.  Let me know what you plan to use it for.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: LeadMaster Solutions, What's New at LeadMaster

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: