Help Center

Scheduled Text Message Marketing Campaigns

* Page referenced in this article: text marketing page.

LeadCenter.AI is the first financial advisor CRM that allows users to schedule text message marketing campaigns from within the CRM with full access to contact fields in campaign filters and to text templates. Previously, Text Message Marketing Software worked in Isolation from the CRM. Advisors did not see the text message marketing campaigns results. In LeadCenter, advisors will be able to see, directly under a contact page, the text messages sent to contacts, providing the insight they need to make informed decisions and improve the conversion rate from prospects to clients.

What's New?

• Built-In Contact Management: Since all your contacts and leads are already in LeadCenter, there’s no need for importing or exporting lists. You can segment your audience effortlessly using the built-in filters within the campaign tool.
• Visual Workflow Builder: Create and automate your text message campaigns using our intuitive visual workflow builder. Easily set up schedule triggers, apply filters, and define actions to tailor your campaigns to your audience's needs.
• Personalized Text Message Content: Personalize your messages using shortcodes, ensuring each message resonates with its recipient.
• Flexible Scheduling: Plan ahead by scheduling your text message campaigns for any future date and time, making it easier to reach your audience at the optimal moment.
• In-Depth Reporting: Monitor the success of your campaigns with detailed analytics, including delivery rates and engagement rates, to gain actionable insights.

How to Get Started:

1. Configure Virtual Number Settings:
   
   1. If you haven't acquired virtual phone numbers yet, Go to Virtual Phone Numbers and assign a virtual number to a source.
   2. Make sure to enter an emergency address for your account under Basic Settings.
   
   
2. Create Text Template:
   1. Go to Settings -> Workflows & Templates -> Text Templates.
   2. Create a new text message template, add content, and personalize it using shortcodes.

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai.