How do I send a text message from the Lead Management Page?

Subject

Applies to: All users
Purpose: Explain how users can send outbound text messages to leads directly from the Lead Management Page using the Quick Actions menu.
Location in Ricochet: Lead Management

Description

This article walks through the steps for sending a text message to a lead from the Lead Management Page, including selecting the correct phone number, using text templates, composing a custom message, and sending the message through the Quick Actions panel.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To send a text message to a lead from the Lead Management Page, first, scroll to the lead you want to text, hover over the arrow and click on Quick Actions

2. Click the Text Messages tab

3. If the lead's phone number is not showing by default, or the lead has multiple phone numbers, Click the dropdown for "To" to select a phone number

4. If you have a Text Template created and enabled (In Configuration --> Marketing Automation), you can select it by clicking Select a campaign and choosing the Text Template desired.

5. If you selected a Text Template from the dropdown, the message will automatically append to the "Message" section. Edit as needed or if you're ready to respond, Click Reply

6. If you want to type your own message, Click inside the "Message" area and type your message

7. Once your message is ready, click Reply.

Messages will order with the most recent texts at the top of the list

8. Click Close when completed with your outbound text messaging to return to your Lead Management page