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Inbound Messaging- Creating SMS Automations

  • 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.
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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.
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