Quote Follow Up Drips Walkthrough Video
To set up Quote Follow Up Drips, first you need to quote the lead below their contact information.
Once you enter a quote amount, it will prompt you to schedule a Presentation Follow Up Preset Text.
Click OK, and then select a date and time to schedule your presentation text, which is editable at this time.
You will find your Presentation Follow Up Preset Text template by navigating to the Marketing page in the left hand menu, choosing SMS from the drop down, and then clicking Presentation Follow Up Preset Text on the left of your screen.
Now you can automatically text leads a given number of days after your presentation follow up text goes out. Please note, Quote Follow Up Drips will not go out if the presentation text isn't scheduled and sent. For anti-spamming purposes, you can have a maximum of 7 quote follow up drips. Quote Follow Up Drip templates can be created and edited by navigating to the Marketing page in the left hand menu, choosing SMS from the drop down, choosing the Drip Marketing tab, and selecting Quote Follow Up Drips on the left of the page.
