The Follow-up Messages app stores all message templates. The system allows you to create emails, SMS, and ringless voicemails. These messages are used as actions in the Follow-Up Sequences app.
To create a follow-up message click on Add Follow up Messages.
A record will open to create a new follow-up message.
Message Title: Enter the title of your message here. This title will be used when selecting a message in the Follow-up Sequences Template app.
Type: Select SMS, Email, or VM (for ringless voicemail). When sending an SMS, the campaign phone number that is attached to a seller lead will be used. However, when sending a VM, your SlyBroadcast number will be used for the VM. Your SlyBroadcast account is setup in the settings app. Refer to setting up your SlyBroacast integration for more information.
Email Subject: This field is used for the subject line of the email and should only be used when the Email option has been selected under Type. Otherwise, leave this field blank.
SMS or Body of Email: This field will be used for either the body of the email or the actual SMS. This field should only be used when either the Email or SMS option has been selected under Type. Otherwise, leave this field blank.
Exact Name of Slybroadcast Recording: This field will be used to select the RVM from your Slybroadcast account. The name entered into this field must match the Slybroacast name exactly. This field should only be used when the VM option has been selected under Type. Otherwise, leave this field blank.
See below for an example of copying the Slybroadcast name from Slybroadcast to your OLM DealFlow system. Voicemail messages can be found in the manage audio tab in your SlyBroadcast account.
When completed, click Save Follow up Messages. Your new message will appear on the Follow-up messages dashboard and will be available for use in the Follow Up Sequence Template app.