Messaging Wizard is a simpler, guided experience that also delivers new features that will allow you to easily send mass communication to your leads. New features include scheduling mass communications and increased statics.
Watch the tutorial on How to use the Messaging Wizard below. A step by step guide is also provided. Be sure to view our informative Messaging Wizard FAQ as well.
Step 1: Access the Messaging Wizard
On the leads dashboard you can filter to the leads you’d like to email and then select, ‘Send Email to Selected’ or ‘Send Text to Selected’. The wizard will automatically open if you've selected 2 or more leads to communicate with.
Step 2: Select Your Template
The wizard will take you to the Template selection page. See image below. We've pre-filtered the templates to just display email or text templates based on your communication method selected at the beginning of the mass message wizard (no more sending text messages full of an html email).
Here you can now do the following:
- Search for a specific template
- Use the categories to filter to a specific type of template
- Preview the template to confirm it’s the on you’d like to use
- Select the template you will send
Once you’ve select your desired template, you will then have the option to edit the messaging.
Step 3: Compose Your Message
This has now been improved to show you the full message as it will send out to your leads. No more having to hit ‘Preview’.
Step 4: Schedule the Delivery of Your Message
The final step of this wizard is to choose your sending time. You can choose from the list of major holidays, a specific time/date, or send now.
Step 4: Review and Send!
Once you’ve built your mass message, you now have the option to review what you will be sending. If you decide to make any edits, you can at this point by selecting ‘Edit’.
We will also indicate the number of Subscribed leads from your Recipient List. Remember:
- Subscribers – These are leads who are subscribed, valid, and have TOUPP agreement.
- Non-Subscribers – These are leads who are unsubscribed, invalid, or don’t have TOUPP agreement.
If you have many more leads on your recipient list than you have subscribed to receive, you may want to amend your Recipients Selection. Learn How to Filter on Subscription Status here.
When you select Send we will schedule your message for sending to your leads!
Still have questions? CLICK HERE for our Messaging Wizard FAQ