How to find out which email/SMS have gone to a particular lead in Growth99+?

How to find out which email/SMS have gone to a particular lead in Growth99+?

To check which email and SMS have gone to any particular lead, we need to follow the below steps.

Step - 1

Click on the lead from the "Leads" section.




Step - 2

After that, a lead details page will open up.
Then we need to click on the "Lead Timeline" tab as shown in the below screenshot.



Step - 3

There we can see which SMS or email has gone to the lead.
After that, by clicking on the SMS or email, we can check which text is going through that particular email/SMS.
For example, here if we click on " Thank you for checking us out! " on the lead timeline page, we can see what message is going through that.



Step - 4

Now, we can change that particular email template/text for Thank you for checking us out! "    and for that, we need to go to the "Email Templates" under the "Templates" menu.



To change any particular SMS template, you need to click on the "SMS Templates" under that "Templates" menu the same way.
‚Äč
Step - 5

There we can find the template Thank you for checking us out! " and change it if required by clicking on the edit button on the right as shown in the picture below.



In the same way, you can change the SMS template too from the "SMS Templates" section.

Below is the link where you can find how to change the email template which will help you while changing the template.


    • Related Articles

    • How To Add/Edit The Contact Information For Lead Notification?

      The lead management option of the Growth99+ application allows business account users to receive a notification via custom SMS or email, every time a lead is generated.  As discussed in the article for the contact form, every new lead to a business ...
    • Won Lead

      When any lead books an appointment on any of our client’s websites through our Growth99+ booking link, that “lead” is automatically turned to “Won” in our Growth99+ app. And, for won leads, we don’t send any campaign email/SMS as they have already ...
    • How to increase SMS and Email Quota in Growth99+?

      Many a time, you will face issues while sending SMS/emails to your leads. This may happen because of the insufficient SMS/email quota left for the current month which will also show a warning message " Email and SMS limit for current month has been ...
    • Email Template For Leads

      The "Contact Form" option present under the "Account and Settings" of the Growth99+ admin panel is the main source of lead generation. (CLICK HERE to know more about the contact form) The contact form is integrated with the symptom composer/virtual ...
    • How To Create/Edit An SMS Template?

      Sending an SMS is an effective way of communicating important information and messages. The Growth99+ app features a menu that allows business account users to send information about new appointments, lead notifications, details of appointment ...