How To Capture Sales Leads

In this guide, you’ll learn how to capture sales leads for marketing promotions using the Auto Group feature.

Step 1: Go To Contacts Management

Click the “Management/Export” button on the left-hand menu

Step 2: Create Contact Group

In order to collect mobile numbers, you’ll need a place to keep them.

  1. Create a contact group name
  2. Click the dropdown box that says “Normal group” and change it to “Offers Group” – this allows you to enable the Opt-Out/Unsubscribe Feature.
  3. Click “apply changes”

Step 3: Review

  1. Click on your newly created contact group
  2. Enter a unique keyword that will enable people to Opt-In/Out (Subscribe/Unsubscribe) to your list. Keep in mind that your

Follow the instructions above highlighted in pink. In this example, if a person wanted to join my flowers group they would need to text “OPT-IN SAVE50“. This would automatically add their mobile number and their name to my “Flowers” contact group for me to follow up with additional promotions or content.