How do I send SMS messages to Leads?

Follow

Wodify allows Admins/Managers to send mass SMS messages to subscribed leads OR send SMS Messages to a single lead, creating a 2 way conversation with the lead. The admin/manager can create the SMS conversation from within the Wodify app or by responding to a previous conversation by email.

 To send an Mass SMS Message to your leads:

  1. Go to Wodify Admin > 'Communication' > 'SMS' > 'Leads'
  2. Input your SMS Message 
  3. Click 'Send'


Email-to-SMS Conversations


A lead is created any time a new phone number sends your SMS Subscription Keyword to CROSS (27677). An email notification is sent to your pre-determined SMS notification email addresses to alert you a new lead was created by SMS. Replying directly to that email address will send an SMS message directly back to the phone number related to your new lead.

An email notification is sent to you each time the lead replies to your SMS message. You can continue the conversation from your email to the client. All emails and SMS conversations are recorded as Activity History on the lead's Wodify profile.

Send 2 Way SMS from Wodify

You can optionally send an SMS message directly to a lead through the Wodify app. To send an SMS message to a lead:

  1. Go to Wodify Admin > 'People' > 'Leads'
  2. From the 'Actions' drop down menu choose 'Send SMS'
  3. Write your message and click 'Send'


You will receive an email notification if the lead responds to your SMS message. You can continue the conversation through your email to the client.

Comments