• Adding a Collector Campaign to a Subgroup:
  1. Go to the desired subgroup.
  2. Click Create New Lead Collector
  3. Select the Lead Collector type.

Inbound SMS Types

• Collector Campaigns
  • Purpose: Collect information from prospects/users through SMS-based questions.
  • Types:
    • Custom Questions: Create your own question sequence.
    • Custom Questions – Capture Name: Start by asking for the name, then add additional questions.
    • English to Spanish options: Enable OPT In and content creation in both languages.
    • List: Collect information for automated signups to capture email. Update contact info for SMS opt in using an email list.
    • Interactive Text Response Menus (ITR): Create self-service prospect funnels with automated responses based on numeric input.

Creating a Collector Campaign

1. Click Create Collector Campaign.
2. Choose the collector type from the dropdown menu.
3. Follow the prompts to create your campaign.

Editing a Collector Campaign

1. Access the Collector: Click on the collector’s name in Active Lead Collectors.
2. View Options and Details: Click on the OPTIONS & Details tab.
3. QR Code and Mobile Link: The system automatically generates a QR code and mobile link for the collector. Access them under QR Code Details.

Collector Properties

• Phone Number:
  • Assign a registered phone number to the collector for it to be active.
  • If no numbers are available, order one under the Numbers section.

• Initial Message:
  • The message that appears on the prospect’s phone to opt-in to the collector.
  • Default: “Please Send this Message to Get Started”

• Initial Image:
  • Optional image or logo to enhance the visual appeal.

• Questions:
  • Edit existing questions or add new ones to the sequence by clicking Edit Questions.

Final Message:

• Sent upon completion of the collector.
• Use it to provide next steps, links, contact information, or initiate further communication.