Tell owners who is contacting them.
Your company name, as owners should hear and read it.
Calls and texts.
- 1Choose the from-number
On the six campaign calls.
- 2Connect an SMS number
On the campaign texts, and select it on the Seller Texts Back trigger so replies start the reply workflow.
- 3Check the text hours
Texts send Monday to Saturday, 9 to 7 Eastern by default. Change the hours on each text if needed.
Where transfers go.
- 1Replace [Specialist Phone Number]
On the Transfer to a Specialist step, with the hours they take calls.
Make the consultation bookable.
- 1Assign staff
The snapshot ships with a placeholder; choose your specialists.
- 2Set hours and location
Phone, video or in person, and when consultations can be booked.
- 3Publish
The bookable ships as a draft. Publish it once staff and hours are set.
Team alerts.
- 1Select an email sender
On the qualified-seller and consultation-booked emails.
- 2Confirm the support address
Team alerts go to your account's support email.
Contact only people you may contact.
- 1Check your list
Only enroll owners you have permission to call and text, and follow local calling and texting rules.
- 2Keep the opt-outs
Every text offers STOP, and a decline stops the campaigns. Don't remove these.
Prove it with a test seller, then enroll.
Text version of this diagram
Install the snapshot, set the Company Name, choose the caller ID for the campaign calls, connect an SMS number for the texts and the reply workflow, enter the specialist phone on the transfer step, set up and publish the Seller Consultation, connect an email sender and confirm the support address, confirm consent for calling and texting your list, run the acceptance tests, then enroll sellers.
The greeting asks about an offer; answers land on the contact; the campaign stops.
A second call 3 minutes later, a text, then daily calls; Left a Message and a task after six.
Appointment Scheduled, a qualified-seller email, confirmation text and email, and an appointment email to the team.
Not Interested stage and tag; the text campaign stops at its next check.
The specialist line rings; Call Forwarded stage.
The campaign stops; the reply workflow asks five questions and offers a booking.
Setup complete.
When the tests pass, activate the agent and enroll sellers.
Return to the review hub →