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 “Messaging group”
  3. Click “apply changes”

Step 3: Review

  1. Click on your newly created contact group
  2. If you want you can enter a reference keyword that is relevant to the group (if it’s an offer you could use a discount reference for example) or you can leave this area blank.

Follow the instructions above highlighted in pink. In this example, if a person wanted to join my flowers group they would need to text “Join save50 Mike” to 61401463595 (where Mike is the prospective customer’s name). 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.
Trust Corner