Lead Tags in Mass Email/SMS

Lead Tags in Mass Email/SMS


Here we will discuss the “Lead Tags” feature in the mass SMS/email section.

Previously we could filter out the lead status while creating a mass SMS/email.

But now, we have a new feature where we can filter out the lead tags too and can send mass SMS/emails to the leads under any specific lead tag or multiple lead tags according to our choice.

STEP – 1

Let’s start with creating a mass email/SMS trigger.

Click on the “Mass Email and SMS” submenu under “Marketing”.

There click on the “Create Mass Email and SMS” section as shown below.




STEP – 2

Then the mass email/SMS trigger page will open up and there first we need to give a name of that trigger and then click on “Next”.

After that click on the “Lead” module and click on Next.

Then in the “Action” section, select the lead status according to your choice.

Below the lead status, will find the “Lead Tag”.

Choose your preferable lead tag and click on “Next”.

After that click on either SMS or email. You will be able to see the count of the respective SMSs or emails.

 

After that, click “Next”.

There, set the time when you want the mass email/SMS to send.

 

At last, click on submit.



    • Related Articles

    • Mass Email and SMS

      Click on the Loom video link below to learn about the "Mass Email and SMS" section in our Growth99+ app - https://www.loom.com/share/5fee3bc3fc71487389449d6a7c0c3393 Thank You Note: If any lead/patient doesn't want to be a part of your SMS campaign, ...

    • Patient Tags in Mass Email/SMS

      Here we will discuss the “Patient Tags” feature in the mass SMS/email section. Now, we have a new feature where we can filter out the patient tags too and can send mass SMS/emails to the patients under any specific patient tag or multiple patient ...

    • How To Create A New Lead Tag And Assign It?

      The Growth99+ application features a "Leads" menu in its left-side menu panel. The menu showcases a sub-menu titled "Lead Tags". Lead tag is a helpful feature that allows business account users to segregate and classify the leads that their business ...

    • Lead Tags

      Click on the video link below to learn about the "Lead Tags" section in our Growth99+ app - https://vimeo.com/867904543 Thank You

    • How to Create Mass Email and Mass SMS?

      Growth99+ application allows its users to send Emails or SMS in bulk to their Leads or Patients or both by scheduling it in the application. But, before getting into scheduling the mass email/SMS, we need to create the email/SMS templates ...