Written by mikepalma You have the option of adding an automated Response Template to each of your campaigns so you can be sure your new leads are receiving a response right away. The responses can be via text message or email and you can customize your responses for each of your Campaigns or you can use the same response for all of your Campaigns. This will save you time if you regularly respond the same way to certain Campaigns and you’ll rest easy knowing nothing is falling through the cracks. This is not required as you may want to leave it set as “None” so you can respond when and how you want depending on what is warranted.
Set up an Automated Seller Response
- Select the Team you’d like to view
- Click Campaigns which will route you to your Campaign List
- Select the Campaign you wish to view
4. Click Settings
5. Click Response Template
6. Select the Message Type which can be Text or Email
7. If you have previously created Response Templates you can select one from the Message Template list OR select New Template to create a new one on the fly.
8. Offset the message to send a few minutes after the Opportunity is created or leave it 0 to immediately send the message to New Opportunities
9. Check the box if you only want the message to be sent during the weekdays between 9 – 5 pm
10. Add or edit the Template Name
11. Add or edit your message, and keep the length of the message in mind to work best with the method you chose.
12. Click <···> on the Variables to add tokens such as the seller name, date, address, etc.
13. Click Save
Out-of-office message option
This feature allows users to send a different message for any leads that come in outside of the stipulated 9-5 working hours. i.e. A Lead that comes in over the weekend, You can opt to send a message at 9am on Monday morning, or the next option, send out a message immediately, letting them know you have received their details and how soon you can attend to them,
That’s it! You now know how to set up your automated seller responses for new opportunities.