What to do with cold drips from your CRM (emails / text messages)
While it is wonderful to have these other tools available we do recommend you stop any additional text message options you have access to. Texting leads from different places can just cause confusion and drop-off. Let Smart Alto do all the heavy lifting for you when it comes to text messaging. We will qualify your leads and book appointments all via text message. We will even tell you which leads are not worth pursuing (labelled as ‘Dead’). If you wish to utilize other lead qualifying and follow-up options like phone calls or email, that is totally up to you. We do, however, recommend you leave the texting to us.
How do I start a campaign?
If you want to start a campaign simply visit the Campaign tab (Settings [gear symbol] → Campaigns). Once there, search or select the campaign you wish to start. Once the campaign’s information is pulled up, scroll down and select ‘Launch’.
This will begin the campaign sequence for any currently tagged leads and any leads tagged to that campaign in the future.
How do I stop a campaign?
If you want to stop a campaign simply visit the Campaign tab (Settings [gear symbol] → Campaigns) Once there, search or select the campaign you wish to stop. Once the campaign’s information is pulled up, scroll down and select ‘Stop’.
One thing to keep in mind is that once a campaign is stopped it cannot be launched again.
How do I edit a campaign?
We would be happy to help you update your campaigns as you see fit. If you have a minor change just let us know in the chat (bottom right corner).
If you want to do an overhaul, let’s talk. Book some time with our Customer Success Team so they can ensure these changes are updated and working correctly for you.
Can you follow up on old leads?
We sure can! If you have a list of old leads lying around that you want to engage and qualify, bring them to Smart Alto. These leads are manually uploaded so all you have to provide us with is a CSV file. Ready to start? Book some time with our team so we can get you set up.
What do you do with leads who don’t respond?
Whether a lead is just busy at work or not ready to talk, we want to make sure we make every effort to speak with them and get an appointment booked. If a lead is unresponsive for 15 minutes they are moved to the ‘ISA Following Up’ status. This just means they are now on an automated campaign in the hopes we can start the conversation up again.
Leads are tagged with a corresponding campaign. The campaign will automatically text that lead at set intervals. If the lead texts back at any point, our live assistants will pick the conversation back up and attempt to make an appointment.
Is Smart Alto a bot or do humans talk to leads?
We recruit, hire, and train real people to set appointments with your leads. We follow scripts, but keep all conversations professional and casual.