February, 2022 - Product Show & Tell

Voicemail, PhoneCheckr, Pro Tips to Boost Followups & Deliverability and More!


The Salesmsg webinar discussed various tips and tricks to enhance follow-ups with customers. The main focus was on using Salesmsg features to create drip campaigns, schedule messages, and leverage activity filters to target specific contacts. The presenters also highlighted the Salesmsg Ambassador program, which provides early access to new features and the opportunity to provide feedback and engage with the Salesmsg team. The webinar concluded with an invitation to try Salesmsg and engage with customers using its multi-channel platform.

All right, let's start that webinar. All right, David. So, uh, I got my screen share on, so if you don't mind giving me, uh, to check with the, uh, participants and so that we can get going shortly. Yeah, absolutely. It looks like we've got four people coming in so far and growing. Very good. Yeah. Welcome, everyone. We'll just, uh, give everybody else another minute and then we'll kick it off. Should be a very good session. Uh, today we got a very exciting agenda which we'll go through shortly. Okay, we are 1 minute in, so let's, uh, get going here, uh, David. And then people will trickle in as they come. All right, so welcome everyone. Thank you for, uh, joining our monthly show and tell calls. It's a time where we kind of meet together and, uh, go over, uh, the things that were released in the last month, uh, and then go through some advanced tips and tricks on how to use the platform to really get the most value. So today, because we have folks who are new to the application or have used it before, we'll do a quick ten minute demo, how to be up and running with Sales Message in five simple steps, and David is going to walk through that. Then we had some lot of great features that we released last month. We won't have time to go through all of them, but we'll highlight a couple of them that I think many of you are going to like. Then, uh, we'll turn into some advanced tips and tricks and, uh, encourage you to stay to that part of the, uh, presentation. We're, uh, going to discuss how with some simple tricks within the tool, using the functionality that already exists today, you can boost the deliverability of your messages and then how to improve follow ups. You know, at the end of the day, sales, uh, message and communication in general is about maintaining the, uh, ongoing connection with your customers. So follow ups is a big part of that. So we'll walk you through some really, some neat ways to instantly improve your follow ups. And then I'm going to quickly touch upon the Sales Ambassador program, which we kicked off and is ongoing. And then we'll do some Q and A. So, uh, who is here myself, uh, Taohid. I'm a product marketing manager. And then with me today, my dear friend David, who is, uh, one of our customers for Leads, but also a sales, uh, message wizard. And you're going to see uh, that for yourself today. Uh, he pretty much knows the answer to any question. Speaking of questions, feel, uh, free to drop them in the chat. We're both monitoring the chat, myself and David, and then, uh, we'll be happy to take them throughout the presentation, but we also have a Q amp A towards the end. Cool. So, uh, without further ado, so up and running with Sales Message how to start using text messaging and calling through Sales Message right in the comfort of your app or your computer, with five simple steps that David is going to walk us through them right now. Awesome. Thank you, Tau. So, without further ado, I'm going to go ahead and start sharing my screen. And the first thing we need to touch upon is in this window right here, which is selecting our Sales Message number. After, uh, you register your account, uh, this is the screen you're going to get. Now, a lot of people think that I have to pick a number now, and it's locked in forever, but it's just not the case once you obtain this number. If you have a number you already own and want to configure, we can totally do that after the fact. But on the initial sign up, we need to select if we want a local number or a toll free number. So you can select from United States or Canada. And then again United States and Canada. If you're selecting a local number, we'll, uh, select a state and then return a list of area codes from that state. I am in Wisconsin, uh, by the way, so I'll go ahead and pick this number. And now, right after this, I'll finally have my first introduction into the application. So it's going to load up here. We'll have some prompts to enable notifications and a brief app to her. But really, we want to move on to some of these, uh, steps that we indicated into, uh, getting up and running quickly. So the next step we want to take is adding our Contacts. So your page is going to be empty of conversations. You're only going to have the one number you selected. You could still go to the Contacts page, which will be blank, and then find this drop down arrow to import your contacts. Now, even just our contact import tool is packed with functionality, but let's breeze through it, um, as well as we can. So we can drag or drop files, or we can copy paste Contacts, uh, down in this format. So still very much like a dot Csv format where we have value separated by cause. Um, but, uh, for me, it's going to be as simple as if I do it from a CSV. So I have my Csv mounted, and I can see the file name there. And now it's going to ask me to map some of these fields. So something that I want to, uh, show off right away is that we've already smart app some of them. Um, so at Gmail or any email, we're going to say that's an email address. If it's a phone number, we can see it's a phone number. But what about for stuff like favorite Pokemon or stuff like shoe size? So here we're going to need to make a new field on the slide. We'll call it both mom. So it's very easy to get the information that's relevant to your contacts in. Here. And then select Next. Now, on this stage, it's asking me if I want to add a tag to any of these contacts. On the previous mapping page, we could have had a column, uh, that had a value which contained that tag, and then map it to tags, to mass tag contacts. But if you forget to do that in your Csv, no worries, you can apply that tag right here. I'm going to use this tag, agree to the terms and conditions, and import. So we already have our contacts imported. Um, but in case you ever do have skipped, ah, contacts, you'll notice my list is perfect, of course. But if you do have a problem, you can review what that problem was. Um, in this instance, the phone number was invalid, and I know that it was online for my, uh, Csv sheet. So now that I did that, I'm going to go back to my contacts and send a message. So from this page, like I said, it's totally blank. I just imported some contacts. Where do I go to send a message? Well, there are some options here. We can hit the new conversation button and start entering in a name or a phone number, or we can use the smart search over here, which really only requires that we know three characters. So if I'm looking for I know I had a Tim, uh, maybe it was a Tom on my spreadsheet. Uh, and if I review here, uh, here's my Tom, tom Barrett, who I just imported. Surely enough, he's got the show and tell tag. And I can see that it happened at the time that I imported my contact. And now I want to send a text message. Well, here's my message composing field right here. And you'll notice even this is packed with tons of functionality. So we have an app drawer for canned messages, merch field information, MMS, video and document emoji board, and a URL shortener. If I go ahead and start typing, you'll notice that over here, some numbers have updated. So previously it says zero 160, and now it says one of 145. So this is telling me that I am using one message segments, and I have 154 characters remaining in this segment. So I'll go ahead and send the message and it lives right up here. I can see the message was created. Got some check marks to indicate things are going okay. And we'll also notice that we got a message here. Well, that's actually because this phone number is part of the sales message organization, but that's totally fine. And, uh, for calling, you'll notice that we do have a calling icon right here. So this was highly requested from user feedback. Just I need a method for people to call me and for me to make calls from the same place that I'm doing all of my texting for one, uh, cohesive timeline of correspondence. So you'll see that this is grayed out right now, and that's because I have my microphone disabled for sales message. So I'm going to go ahead and change that and reload my page, which should restore that phone icon. This call may be monitored or recorded. I can mute my microphone, I can record the call on the fly, and I can access a dialpad to navigate any Ivr that I might encounter calling. As soon as I do call somebody, you'll see that we get the timeline event that indicates I placed the call at this time. But not only that, you'll see we have the call recorded here because I clicked the record on the fly. But of course, if you don't want to remember to do that all the time, we do have preferences to ensure that your recording is happening automatically, as well as, of course, some settings to make sure that your peripherals, like your microphone and your speakers are all working as anticipated. One last note about calling. There are some additional settings that you will find under your organization settings to either globally enable or disable, invalid or outbound calling. So we thought this was a significant feature to add because some people sign up for Sales message with the intention of this is just going to be my texting number and I really don't want to be able to accept calls. Or maybe I just want to limit my team members ability to make calls. So I might want to disable the outcome calling. Um, again, we have even more preferences for calling when you get down to the granular level. So I moved from organizationwide settings to just inboxes and under these inbox settings. You'll see, I have options to inherit the organization settings or configure settings specifically for this inbox. One last thing I want to show off before I pass the baton is the sales Message broadcast. So new users, they really need a method to, uh, compose these mass messages. And, uh, we try to make it as streamlined as possible. So let's give it a title and then use our filter criteria to find an audience. Um, so let's say I just want to do that list that I imported. Well, we have a really nice filter, um, system here, so I can even target my custom fields, like this Pokemon field. And because I know the contacts that I imported had a value for Pokemon, I'm just going to say Pokemon is known and lone goal. There are my four contacts. Now I need to select what phone number I want to send this message from. We're going to present it from the sales team. And here you'll see we have that same tool drawer with the canned messages, merge fields, MMS, all of that good stuff, um, to really make this message pop. Additionally, you can, uh, uh, schedule this message to send later. So you can select dates off the calendar and you can select specific times, uh, from this mobile. So let's go 11:00 A.m.. Let's go with me. And we also have this additional setting to uh, send on the contacts, time zone time. So that's really nice. If a message is intended to be sent right before lunch, well lunch isn't the same for everybody, east coast to West Coast. So if it's a lunch special, we want to make sure that people get that at like eleven a ah m. Um, advanced scheduling is your means to configure a broadcast that has an audience that exceeds the maximum number of recipients you can send to a day, which is 500. And now that I've scheduled this broadcast, it is locked into place and good to go. I could run a test or clone it again, um, but really it's that simple to import your contacts, pick a phone number, understand how to make and receive calls and text messages, and then get your information out to an entire audience over an SMS channel. So I know we packed a lot in there, but uh, I hope that just helps um, with the uh, understanding of how simple it is to get started with our tool. Good stuff David, thanks so much for that. So I am going to switch back to the um, presentation here to walk us through, to go through some um, some big uh, product highlights for the last, for this month, for um, for February 2022. So we had a lot of uh, great features but I'm not going to be able to cover all of them, but to go through some of them. The first is voicemail. So to David's point, we added calling because a lot of our customers asked for it. Then quickly we started to um, get requests for adding Voicemail to close the loop on that calling product and make it uh, standalone and effective for our customers. So we did just that. So setting Voicemails is really simple. You'll go to the inbox settings and in case you're wondering yes, the answer is yes. You can set a different voicemail for each one of your inboxes. Say for example, you have an inbox dedicated to the marketing team, another one for the sales team, another one for support. And each one kind of has uh, or some inboxes you might not even want to set up Voicemails on, the others you want, but you want kind of a different message. So you have that flexibility. So you'll go to the settings of that inbox and now you will see that there is a new section called Voicemail and you can very simply turn it on or off, depending on whether you want to set up a voicemail for that section. And then from there you can set up a greeting for your uh, uh, office hours, for after hours. There's a standard one there that we added that you can choose, but you can even personalize it even more and record your own, uh, greeting. If you have a greeting that is already standard across many years and you want to use that one, you can simply just upload it and you're good to go. This is very neat here. You can choose to get that voicemail, uh, straight into your email. So if you're on the go and you receive a voicemail, you can just tap and listen. And then um, if you are kind of like temporarily out, uh, away from your desk and you want all the calls to go to voicemail, or you have a day where something came up and you're just not working that day, you can do that as well. So in terms of after hour greetings, um, these voicemails will be effective based on the business hours you set up on that inbox. So you can just set up the uh, business hours once and then the white voicemail will be uh, uh, available for the customers who call in based on that. So what happens when a customer leaves you a voice message? Actually, it is very cool. So right in the conversation timeline, you will see a message from that customer with that recording, uh, of that voicemail. So you don't have to slip between voicemail and messaging. It's all in one place for you. You can listen to that message, you can download it, and if it's a chatty customer, you can even uh, speed up the flow of the message. And then you can uh, reply or set to call back or leave a note. It's all there for you in one place. So that was kind of a uh, big uh, feature that we added this month. Another one that we added is Soft Archiving Contacts and conversations with Soft Delete. David was pretty passionate about that and he was one of the people who requested it. So I'll pass it over to you David, to walk us through that one. Absolutely. Uh, so I think one of the biggest reasons why this is so, uh, desirable is really just to have the um, compliance in state. So if I have a legal department that requires me to retain the contents of conversations, like many legal departments do, well, now you can rest assured that despite user error, despite, um, the contact potentially existing in tons of different places and having a bunch of different correspondence from different sources. Sales message is going to retain that information and we will never remove it. So to showcase this, we have this example of uh, the Tom Barrett contact and I'm going to go ahead and delete them, um, from right here, very easily. Um, actually before I do that, I'm going to copy their phone number so I can read them. So uh, now that I have the phone number on my clipboard, I'm going to do the contact. So prior to this feature coming out, if I were to search for this contact, um, I'm m not going to get anything. And even right now, it's not going to return any results. But should I go and recreate this contact, I will definitely have, uh, not only the conversation history, but I'm also going to retain the contact notes, the properties of that contact tab, like its favorite Pokemon, their email address, all of that is still going to exist. So I've seen this manifest, uh, prior to this update, in where a user might be referencing their CRM and they see a really long history of conversation. But in salesmen, they just don't see that. Um, and they don't see it because usually it's a user error where the phone number is deleted, um, or the contact is deleted. But now, don't worry about any of that. Like I said, um, here goes the conversation, uh, history, and potentially we may have missed that, but uh, rest assured, we will definitely add it. And I know that if you're using a CRM, your CRM will retain that information, find the phone number, repopulate those properties, and it'll be as if the contact was never deleted at all. Ah, so David, what happens if, for example, you delete that contact and then you receive a text message or a call from that customer? That, ah, is a great question, but what happens is it restores the contact in the same way that I just restored them now. So if I delete a contact, receive that call or message, the whole timeline of correspondence is going to show up with that new message, uh, at the front and center, or at the very newest thing happening in the conversation. Got you. So that's pretty handy. I think just myself, when I um, went into any messaging or use any app that have a lot of moving parts, I always like to kind of clear up my main view. Anything that is old, not relevant anymore. Um, now I think with this capacity, it's really important. I think one other thing that I'm not sure if you've touched on is human error. Right? How many times have you deleted, uh, that email or that contact just to realize I hope there is an undue, um, capability, uh, here. Absolutely. Um, and then to your point, just at that data hygiene. So if I've got 100 of these 271 contacts, just don't follow up with me anymore. Well, if I remove them and they contact me back, it's not like I'll be starting from scratch. Um, so you can keep your data hygiene as sweet and clean as you like and not worry about losing that data. Exactly. So I think, uh, there's a long list of uh, things that we released in the last month, uh, but I would say let's switch to some advanced tips and tricks, uh, on how to really use sales message to take the way you engage your customers to the next level. So we have a couple of things that we want to kind of speak uh, to today. The first one is how do you use the features that are already existing in Sales Message to improve the deliverability of your text messages and we would like to discuss three of those with you today. The first is around using the Auto stop notifications and I'm going to go through that in a second. Uh, the second is validating your numbers again, cool feature Existing in Sales Message that will help you do that. And then the last is about understanding your ten DLC status. So let's break these down one by one and see why using these features that are already existing sales Message will help you improve the deliverability of your messages. The first one is really simple. And it's something that comes up every time there is text message communication between a business and a customer. And that is making sure, uh, building that reputation with the carrier that you are giving your customers the ability to if they choose to stop receiving that communication to the standard reply, uh, stop receiving messages. But how do you incorporate that in your day to day activities and make it simple and uh, easy right and the trick there is to use ten messages. So let's say for example, you have an offer coming up that you want to share with um, your customers, right? Offer coming up, 10% off the full product list. So a good practice there, especially if it's your first message that you're sending out to those customers to build that kind of reputation, score with the carriers and ensure your messages are not getting flagged is to include an auto stop message right? And having them both there for you in the same place gives you that flexibility to make it clear to the customer that here's an offer but if you wish to stop receiving further communication, it's there for you. What this is going to do as well is over time, it will ensure that the list of contacts that you have is really the customers who are engaged with you and want to continue to hear from you and can, over time weed out those customers who are just not as engaged whom by contacting over time, you end up impacting your deliverability to the customers who are looking forward to receive your messages. David, uh, ah, you've faced many scenarios and cases along those lines of customers so I'm curious to hear your thoughts around this one. Yeah, and absolutely it is um, just industry standard that ah, you would communicate to your contacts that ah, they have the ability to invoke a keyword to stop receiving messages. Um, without that, I mean it is a violation of compliance. So certainly on that first message we want to include the A reply stop to opt out um, and then again on a regular cadence. So I've heard that about once a month or maybe a little bit more. That's the perfect amount of times to just ensure that the contacts know how to stop receiving message updates from your organization. And, um, it will definitely go a long way if we ever have any problems with deliverability and your contacts, carrier networks, uh, filtering devices, stopping your messages from getting to the destination device. Agreed. And then the thing about having that standard template message that is agreed upon in your team, uh, you take out the guesswork and the thinking from, uh, every time one of your team members needs to send a broadcast a message. And it's just there. You build a habit of overtime, including that communication. You improve the deliverability of your messages and you ensure you have kind of a list of engaged customers who are open to hear from you. So now that you are also making is not to be understated that we're not sending messages to people who are just ignoring our text and are never going to get back to us. Giving those folks a way to opt out is not only good for the compliance, but it also just saves you money. Exactly. So I really like how, uh, that point you brought up, David, because it's a perfect segue into the next trick, uh, ah, that is available for you right here within the app to improve your deliverability and save, uh, your credits and make sure you're getting the most value out of them and that's validating your numbers. So, last month we rolled out a very cool feature, uh, that would allow you to validate the numbers that you have in your contacts list. So if you see right here I selected all my numbers here. You can select the subset or all of them and then you can click on Validate phone number. So what is that all about? Let me kind of switch here to the settings and go into the feature itself. And what's called so the feature is called Phone Checker. It's kind of a number validation service. For a very modest fee, you can turn it on and off to validate the contacts that you have in your list. Now you can have it running on cruise control in the background, validating all the numbers that are in your contact list as well as every number you add. But also you can run it on a one off periodically for a subset of contact list. Say you got, um, a huge list of leads and you uploaded them to Sales Message and you're about to send a broadcast to all of those. You want to make sure that before that broadcast goes out that these numbers are validated. But what does it mean for a number to be validated? So the moment you, uh, apply validate numbers to a list, they're a subset or all of your contacts, what you're going to be able to see is the phone, um, type. Right. Speaking of being able to see. I think we're on the slide here, if you want to show us the app and the drop down. Yes, give me 1 second here. Perfect. So the steps are really simple. Select a subset of your uh, contacts, right? And then you go to Actions and then validate phone numbers, right? The moment you do that, you'll be able to see the phone type. Now, as you notice, there are some undefined, some landlines, which are usually known for not receiving text messages. And next time you can schedule a broadcast, you can very simply start to filter out without those contacts that you know are not going to receive your message. So that's going to happen. A number one, like David said, will save you credits, right? And then we'll help you, over time, connect the hygiene of your CRM. Just clean up those numbers to what you know is going to be uh, those customers who are going to reply or first and foremost are going to receive your message. Now, you might have not seen this because I was showing the slide, but there is a way to turn on this verification service which we call Phone Checker. Turn it on automatically for it to run automatically in the background. So what this is going to do for you every time you add contacts, um, to your contacts list, or even every time you receive a call or a text message externally. Right? And that number is automatically added to your contacts list. You know, was it a VoIP, which is voiceover IP landline, ah, mobile phone. Then it's there in the background for you, always running, as you can see here. When you do turn this on, you will have the option to just turn it on from this point onward. Or um, you could also do a look back and have it validate every number on your contacts list. So that's kind of the second way, uh, that will help you improve the deliverability of your messages. It's right there for you. It's simple, it's within the app. And um, I think it's a very powerful feature. But then again, when it comes to deliverability, uh, we do need to uh, speak about the elephant in the room. And that is your uh, ten DLC status. So I'll hand it over to David to give us a quick, uh, refresher, uh, on that. Yeah. So Ten DLC is a topic that we could host a whole webinar on and in fact, we have. So if we want to go to YouTube, our YouTube channel, and find our Ten DLC webinar hosted by our CEO, Chris Person, that would be an excellent place to go after this webinar. Um, but uh, really quickly to touch on Ten DLC, I really just want everyone in the webinar to understand, um, where they fit into Ten DLC. So there's only two things you really need to remember. Uh, there are 210 DLC packages. There's a Starter package and a Standard package. Every customer sales message is going to fit into one of those two buckets. So if you're a Starter, you have a sales message account that has four or less phone numbers and uh, you send less than 3000 text messages a day. So if you have four or less phone numbers and you're not sending more than 3000 texts a day, you are Starter. Great thing about Starter is that there are no fees to register to your brand or campaign, unlike in the Standard package. And then as well, we get you registered for Starter all without you having to do anything. So because your volume is low enough, we just get you registered as one of our folks and you're good to go. When you do get five or more phone numbers, or you do start sending more than 3000 text messages a day, we would need you to get registered for Standard. Now Standard registration really isn't too scary. Like I said, there are some minimal fees involved and you tell us, um, what your use case is. Like, I'm doing marketing with this number, or I'm doing direct sales work or I'm doing my customer care. So you need to proclaim a use case and then we also would need your organization's Ein number, but then that's it. And then we get you registered for Standard and you'll see that, um, like in this profile we have a Standard, uh, profile and it's currently under review. And once it's completed there, we'll, uh, get some kind of reading for a Trust score. But the Trust score, uh, even like a, uh, modest trust score, is usually going to have volume that is well above accommodating for most use cases. But if you have more questions about ten DLC, I would definitely encourage you to check out that webinar, um, as well as you could also reach out to our support team and we can leave you to specific resources if you have very specific questions about Temp Plc. Perfect. Thank you David. So to sum it up, I would just make sure that you are on the right package, depending on the volume of messaging you send. And if you are sending very high volume of messages and you're not on the right package, then it's a matter of time before your deliverability is impacted. So that's kind of the few tips we had for you in mind today about, um, improving the deliverability of your message. So if we switch to a different topic right now, follow ups. I've been part of the sales teams before and follow ups was probably the most common used word on a daily basis. Did we follow up? How many times did we follow up? Right? And I'm sure it's, uh, the same across many departments in many companies. Keeping up with customers is a very important thing to do, especially that these days people get distracted so easily, right that appointment confirmation. I wanted to do it, but I forgot that I missed my appointment. And that was a direct impact, direct hit to the business I'm dealing with. So we want to today give you three tips to make sure that your follow ups are a timely and then context specific. So what do we mean by that? So, to make your follow, uh, ups context specific, one feature that is so easy and accessible in salesmesh that we encourage you to leverage is the message and the contact notes. I'm going to go through that shortly to show you how to use those in addition, scheduled responses. So, um, this is one of David's favorite tricks in the app and he's going to walk through that. And then last but not least, some advanced tricks here with activity filters combined with Drip campaigns. So the three combined should, with a, uh, very few modifications to your daily routine, give you a boost in the follow ups and how timely you do them. So, let's switch to the app and let me know when you can see it. David perfect. Let's talk about notes, contact notes. So, uh, let me move this out of the way so that it's nice and clear. So when you are engaging with your customers and a conversation is one sided or you need to do a follow up, two cool ways for you to make sure that you have all the context in place when you come back to this conversation is to start leaving notes in line. Notes, um, pending, let's say, contract approval. Now, you're just going to add this note here, uh, and, um, it will be there for you when you come back to this message at a later point. What this does is ensures that if you come back to this conversation after having dealing with 50 or so customers, you pick up exactly where you left, right? And you don't have to scroll through the conversation to understand where you left off and what needs to be that next. But it's not only about the conversation. Sometimes the customers or the contacts you're dealing with has specific things that are unique to them, right? It's not about the conversation you have with them, but it's specifically about the customer. Right? And that's where contact notes come into play. This is where you leave specific information about, let's say, for example, you're dealing with a tough customer that requires special attention or a customer that is about to churn. When you leave a note on that contact, what that does is everybody else in your team who's interacting, that customer sees those notes, right? If I start the new conversation, for example, from a different inbox different person in the company, they start a conversation with that contact with the gym here, for example, they'll be able to see that, uh, I have an old note here like dead lead, but it doesn't matter what it is. The individual who is going to start dealing with Jim. They have all the context they need. They don't have to go back to that conversation, scream through it to learn about Jim, what kind of customer he is, like how to best service him. So these are kind of two of my favorite ways to utilize things that are at the tip of your fingers within sales message, but make a huge difference on how you uh, really personalize, um, the way you interact with your customers. But to make it even sweeter, you can uh, start to automate things a little bit here with uh, auto responses. So David, do you want to walk us through that? Yeah, of course. Uh, one example of contact notes that I've seen in a user account that I thought was really nice was they were leaving notes at when the best time to contact was. So the best time to call is after 02:00 p.m., something like that. Um, but as far as scheduling messages goes, I really like this feature, um, for a couple of reasons. One, obviously it's nice to follow up with somebody and ensure that it's going to be there the next day. Um. And what I need to do to schedule this message is click this clock right here and then I'm going to schedule it for tomorrow at 09:00 A.m.. So I'm going to schedule that, hey, I'm following up. But now oh, did I mess it up? Sorry. Uh, guys, hey. Well, this is still a good, uh, example because I can send this message, hey, I'm following up. I can say, hey, I'm following up again. And now I'm going to schedule this message for tomorrow morning. And I know it's scheduled because my clock turned green unlike last time. So now I see that I have this clock here and it indicates what time it's going to send. But now, even better, let's do one more and use that stop on response feature. What's cool about this is that, uh, I'm so scheduling for tomorrow, I'll get my next day follow up out of the way and then indicate stop on response. So if this contact, uh, were to contact me after this or this, then this message is going to just go ahead and cancel itself, uh, when it would have otherwise sent. And I can see that it has a stop on response on because I have this message stop on. So this one's going to send no matter what they reply to this. But uh, should they reply, this one is going to cancel itself. Um, so I think this is really nice because you can set up like multiple follow ups and then indicate that, okay, if somebody does reply to me, let's just not continue to follow up. This is very great, David, but if I play devil's advocate right here, what if you have ten customers who have not kind of responded back to you in a week and you want to do follow ups with them. What can you do in that case? Sure. So I actually think that that, uh, leads us to our next, uh, bit of follow up advanced tips and tricks, which is that uh, broadcast and uh, Drift Campaign. So we are kind of using drip campaign a little loosely here. I think in the conventional terms, a drip campaign is set up and it just goes by itself, continues to drift after your contact until you get a response. And then at that point, they exit the campaign and we won't text them from that campaign anymore, but rather we've struck out correspondence. So, um, in this case we can do something extremely similar and uh, just add like one or two manual steps. And then we've created a drip campaign without, um, any additional tools. So we're just going to use sales message for this and um, leverage the existing features that we already have. So let's finish up this example. So, Trip test and I want to send, uh, some messages to the folks I uploaded today. Um, now I can use these activity filters, um, which I intend to use in the follow up, but I could use this right now as well. So I'm going to say create a date is equal to today, the 16th. Select my phone number to send it from. I want to send this one now. Okay, so now this starts our Drip campaign, right? We fired off this message with a call to action to reply to the text message. Um, so this is going and then once it completes, um, we'll have all of our sent messages out of this inbox. So let's go to outbound. Here are our four folks, including ports. Tom Berry here, who information come back, but that's okay. So Tom Beef and these folks, they all were reminded to get back to me. Well, if any of them do. And let's just pretend that Nancy S was in that group. And now they're following up to me what I want to do here. Uh, previously I could have added a tag and used the tag for my criteria, uh, check. But instead I'm going to use the activity filter, um, for message received. So I'm going to say the created date is equal to today. So this doesn't really matter what this criteria is, so long as it is the same criteria that you use in the first broadcast. Because we want to target all of the same contacts, like a real drink campaign. Then I want to say, and we'll say, um, last message on, um, you. Probably want to use after, right? Based on a date or something like that. Or before maybe. Well, we'd say is after and then due yesterday. So if it's after yesterday and uh, which is going to be every day from here into the future, from when we initially sent the campaign, which was today, uh, then we're going to get these contacts. Uh, so none of these contacts did reply to us, uh, since then. And we can review who these contacts are right here. Um, and that's why we have all four of them again in this, um, criteria audience. But you can definitely imagine how, with these activity filters, it becomes really easy to separate contacts who are messaging you and contacts who are not messaging you so that you can, uh, feel comfortable cloning and resending these broadcast messages with the confidence that you're only going to text people who have not messaged you back yet, or called you, for that matter. Because we can add as many of these criteria as we want. So maybe that person didn't text us back. Maybe they called us back so we could use the M last call as well. I can see this David being very useful. For example, um, teams where there are team members managing a long list of, for example, leads or accounts that they have to either follow up with on a cadence on a regular basis. Um, I can see this becoming very handy. And if you go back to the contacts, can you, for example, cancel, uh, any of those scheduled messages? In fact, I already have. Um, so if we remember here, I had created some of those uh, scheduled messages and indeed, uh, when you do schedule a message, you do have the option to cancel it. Uh, just in case you realize, oh, I'm going to send this to the wrong contact, or for any reason, maybe they do call you and then the whole reason for correspondence has been satisfied and now you don't have to follow up with them anymore. And um, then you do have to confirm that you're going to cancel the message, uh, before it's really gone. So there is no like, fumbling and oh, I accidentally canceled my message. Fantastic. Um, more ways to increase follow ups. I like it. Absolutely. Great. So now, I, uh, think this brings me to kind of the tail, uh, end of the presentation here. There are a couple of things they wanted to add that are worthy of uh, mentioning. One, uh, the first one is that um, last month we kicked off our uh, sales Message Ambassador program. And it's essentially a way to uh, it's kind of a small group of customers that we interact with at a very, very kind of, ah, close and frequent basis to really give them access to the latest and greatest in sales message before anybody else gets to see it. Um, they get to comment on it, ah, give us some feedback, really help drive how the platform evolves and where it goes. Many benefits to joining the program. We're still accepting people, although we want to kind of keep it as a short, tight list, but we're still accepting people. So many benefits to join. Like I said, number one of course, you'll get the early access to the new features. You'll get to see it at the product table. Your voice will be kind of front and center to number one, which features we decide to work on and then how do we design them in a way that is, um, conducive to what our customers need. And then last but not least, it's going to be a fun program. There's going to be regular, ah, price draws giveaways for the most engaged users. So I just wanted to throw a quick reminder on that in my follow up email to the folks who registered for the program, I'll include the link to the application. So some uh, quick Q and A here. Questions that we get asked all the time. The first one I just mentioned, how do I join the Sales Message Program ambassadors program? I'm going to send the link to the application, uh, in the follow, uh, up email after this webinar. So, okay, we discussed a lot today, uh, but David, I'm really sorry, it doesn't hit the mark. There are features that I'm still missing. Uh, well, we're all ears. Just hop over to feedback Salesmessage.com and then you'll be able to see all the features, um, that our customers are requesting. You will see what's planned, what's in progress. You, uh, can upload comment, engage, uh, with other users like yourself and uh, vote for what you want to see next. So this literally goes straight into our chat channel. We see every comment that comes through on a daily basis, everyone on the team. So we'd love to hear your feedback. Um, obviously in a short hour we can't really go through all the tips and tricks and all the features which we release a lot of them quite often. So I would encourage you to check out our YouTube channel. As you can see, there is a long list of very short, one to two minute videos of things that you can really add to your daily, uh, routine and uh, make the best out of the Sales Message. It's very important for us that you get the most value out of, uh, the application. So that's why we keep pushing out these little description videos to help you get the breadth and the depth of what the application offers. So that kind of concludes it for today. For folks who have not tried, uh, Sales Message, I would encourage you to give it a try. Start your free trial today. It's risk free. And uh, reach out to myself or David. If you have a specific use case in mind that you are unsure if, uh, Sales Message is the right platform for you, we'll be more than happy to help you. We have a depth of knowledge and our knowledge base of help articles and resources for you to figure out if it's kind of the right platform for you. But um, yeah, I would say give it a try it's free and you can get started today and engage your customers as we sell, um, with more than just texting, right? It's a, uh, multi channel platform with, uh, many ways to engage your customers. David, any part in words here? Uh, just a big thanks to everybody who showed up and to everybody who registered and was watching this after the fact. We, um, really appreciate the comments, the engagement, the sign ups, all of it is all very validating. We're really appreciative of that and your time. So I hope you did find some value while you were enjoying this webinar. But of, um, course, it's houset if they could be improved. If you have ideas, we are definitely all ears. We're always scrutinizing the feedback and making sure that everything that is feedback gets applied where we can fit it in. And, um, then one other thing is Joe, we did see, ah, your question here regarding Airmail and seems like some dropped calls, maybe comparing the phone features of sales message to Air call. We'll definitely follow up with you after the webinar and address those specific differences and make, um, sure that you are set up for success. Excellent with that. So, uh, with that, I'll leave, ah, it there. I hope you all enjoy the rest of your day and I will see you next month. Thank you.
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