Lead Notifications are delivered when leads are first created. They signal to your partner that a customer is waiting and that quick action is required. SMS Lead Notifications are text messages that deliver this notification.
This article presumes that Lead Notifications via email are already configured.
Configure SMS Lead Notifications
Enable SMS Lead Notifications
Click Interfaces, and click Edit next to the Interface in which Lead Notifications are already configured.
Click Lead Generation.
Update the Send Lead Notifications via SMS setting to Yes.
Configure the SMS Lead Notification Template
Click Interfaces, and click Edit next to the Interface in which Lead Notifications are already configured.
Click Lead Generation.
Update the SMS Lead Notification Template setting.
A new lead is waiting from Sample Inc's Dealer Locator. Click below to view details:
%%READMORELINK%%
Reply STOP to end. HELP for info.
This template is used to construct the text message to the end user. This template supports the same Twig variables as the Lead Notification.
Best Practices:
1. Do include identifying information including your company name.
2. Do not include customer details in this template
3. Do not include template variables with content from the end user in this template, this can create a very long text message, which is broken into multiple messages by some carriers.
4. Do test your text message on Android and iOS devices.
Configure the SMS Help Text
This is the message sent in response to a text message recipient replying with the keyword "HELP". It should include your organization's name, contact information and a description of the purpose of the text messages.
Configure the SMS Outbound Number
This number will be provided by the MetaLocator Enterprise Services Team when the application for the outbound number has been approved.
Click Interfaces, and click Edit next to the Interface in which Lead Notifications are already configured.
Click Lead Generation.
Update the SMS Outbound Number setting
Insert the Opt-in Link into the Lead Notification Template
This link can be inserted into the Lead Notification Template and the Lead Email Body Template. This is the link which users click to display the form which collects their mobile number and obtains required informed consents regarding the SMS text message notifications.
Click Interfaces, and click Edit next to the Interface in which Lead Notifications are already configured.
Click Lead Generation.
Update the Lead Notification Template to include the link. The below example conditionally displays the link based on the current opt-in status
{% if template_item.leadoptin_status != 1 %}
<a href="%%SMSOPTINLINK%%" target="_blank">Click here to opt-in to receive text message notifications of these leads</a></p>
{% endif %}
Update the SMS Opt-in Form Language
When users click to opt-in, they will receive a form which contains some language constants that can be customized according to your requirements. An example of this form is shown below.
The only required update is to LOCATOR_SMSOPTIN_CONSENT_SUBTEXT, which must contain a link to your organization's privacy policy.
LOCATOR_SMSOPTIN_MODAL_TITLE="Opt-in to Text Notifications"
LOCATOR_SMSOPTIN_CONSENT_DESCRIPTION="By checking this box, I agree to receive texts to the mobile number provided above. The text messages will be used solely to provide notifications of new customer inquiries."
LOCATOR_SMSOPTIN_CONSENT_CHECKBOXLABEL="I consent to receive text messages."
LOCATOR_SMSOPTIN_CONSENT_DISCLAIMER="Message and data rates may apply."
LOCATOR_SMSOPTIN_CONSENT_HELP="Text STOP to unsubscribe from messages at any time."
LOCATOR_SMSOPTIN_CONSENT_SUBTEXT="These messages are sent in accordance with our <a href='' target='_blank'>Privacy Policy</a>"
LOCATOR_OPTIN_MESSAGE="We received your request to deliver lead notifications via text message. To complete your opt-in, reply YES to this message".
LOCATOR_OPTIN_SUCCESS="A confirmation message sent to your phone number. To complete your opt-in, reply YES to that message."
LOCATOR_SUBMIT_SMSOPTIN="Opt In"
LOCATOR_OPTIN_COMPLETE="You have successfully opted in. Future lead notifications will be delivered to this phone number. Text STOP to unsubscribe from messages at any time."