How do I create a Real Time text campaign?

Subject

Applies to: Admin
Purpose: Creating Real Time Text Campaigns
Location in Ricochet: Configuration > Marketing Automation

Description

The instructions in this article require Administrator permission

These instructions explain how to create and configure a Real Time Text (SMS) marketing campaign in the system, which automatically sends a text message to a lead immediately when the lead is posted by a vendor and enters the Real Time queue. The process covers navigating to Marketing Automation, selecting the Real Time Text automation type, defining assignment rules and caller ID behavior, choosing which lead phone field to use, including or excluding specific vendors, composing a personalized text message using dynamic lead fields, naming the campaign, and saving it, with the campaign becoming active by default upon creation.

Resolution

Optional: View the interactive tutorial for this process:

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

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.

1. To create an Real Time Text campaign (when a lead is posted in from a vendor and called immediately in the Real Time queue upon lead posting), click Configuration

2. Click Marketing Automation

3. Click Create New Automation

4. Click the dropdown to choose the type of Automation you wish to create

5. Select Text / SMS

6. Click Automated Real Time Marketing Texts

7. Click the dropdown for Assignment Rules.

8. Select Auto-Assign as this is the most commonly used option.

Note: Choosing Default (Manual) removes the ability to use the Agent's assigned phone number as the caller ID for the text.

9. Click the dropdown for Caller ID if you wish to use a default outbound caller ID for the text campaign.

Note: This will be used in the event there is no Agent phone number for the campaign to used or if you do not check the box for Use user caller ID

10. Click the dropdown for "Lead's phone" if you want to send the text to a specific phone field on the lead.

Note: If the lead field is empty, the message will default to send to the main number. If the dropdown is left blank, the main phone is used.

11. Click the checkbox if you want to use the Agent's assigned phone number for the Real Time text campaign.

12. Click inside the Associated Vendors area if you want to make the Real Time text campaign only send to specific Vendors.

Leave blank to include all vendors (or leads with no vendor).

13. Click inside the Exclude Vendors area if you want to exclude certain vendors.

Be sure not to choose the same vendor(s) as listed in the Associated Vendors section. If you are including vendors, you do not necessarily have to add vendors in this area.

14. Click Next

15. Click inside the Message area and type your first message.

Note: There is a 160 character limit. Anything above 160 characters will be split by our carrier and incur a 2-text charge.

16. If you need to add Lead Fields, User Fields or Branch fields, click the dropdown area to select a specific field to add to the message.

17. For this example, we will choose a Lead Field. Scroll down and click First Name

Note: Your field names may look different than this example.

18. Click the Add button to add the First Name hook into the text message.

19. The field name will be added where you had your cursor within the Message area. Do not edit this field name.

This unique coding will pull the data in from the lead record.

20. Click Next to review your campaign settings.

21. Click inside the Name Of Campaign area and type a name for the campaign

22. Click Save

23. Take note that the new campaign will be made Active automatically upon clicking Save.

If you need to make the campaign inactive, click the green/white icon to make inactive.