Hi everyone. Click to text is an exciting new feature under the capture suite and sales message. It helps you use SMS to capture more leads and start conversations instantly. Whether that's through click to text links, QR codes, or swipe up to text on Instagram. So, let's take a look at how it works.
Creating your first click to text link is super simple. From AI and automations, select click to text, then click new link. Give your link a name and enter a message. This is the message that will be prefilled for your customers when they click the link, making it easy for them to text you. Next, choose which phone number will receive those messages. You can also add text to segment leads by source, for example, website, social media, or instore signage. Once that's done, click generate link, and your click to text link is ready to use.
You can use your click to text link in many ways. You can add it to your website, include it in emails, or use it on social media like Instagram swipe up links. You can also download an image of your QR code and add it to your digital and physical marketing material to give your customers an easy way to connect with your team. When a customer clicks the link or scans the QR code, they'll be prompted to open their messages app with both the message body and the two number already prepopulated. All they have to do is hit send and they are instantly chatting with your team.
Once your link is out there and being used, you'll be able to manage everything from a centralized table. You can view, edit, duplicate, and delete links at any time. Also, each link has a dedicated dashboard showing the number of clicks with helpful details like the location and device type. More importantly, you'll see a list of all the leads generated from that link with bulk actions to keep things moving. Engage them with an AI agent, enroll them in a campaign, or start calling them with power dollar. Click to text is a great way to generate warm leads who are already interested in your products and services. Take advantage of this feature today and thanks for watching.
