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Creating and Editing a Conversational SMS Data Collector

  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.
  • 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.
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