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

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”

Offers Group selected with Apply Changes button

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

Opt-in keyword field for the contact group
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.
Example Flowers group capturing mobile numbers