Overview
The SMS Notification delivery method sends lead details directly to phones via text messages. Each SMS includes:
Key lead information in a concise format (customizable)
A direct link to the lead in your Client Portal
It is well suited to time-sensitive leads requiring immediate attention and on-the-go awareness of new leads.
Create an SMS delivery method
Setting | Description | Observations |
Description | Name your SMS method |
|
Delivery Type | Select SMS as the method |
|
Lead Type | Choose the lead type to associate with this delivery method | Cannot be changed after creation |
Environment | Production/Testing mode | Use "Testing" for validation, if necessary |
Navigate to Delivery Methods and click Create.
Configure the basic settings:
Description: Try using a short, descriptive name (e.g., "Solar - SMS").
Delivery Type: Select SMS from the dropdown.
Lead Type: Choose the appropriate lead type.
Environment: Set to Testing initially for validation. Remember to always set it to Production once you are ready to go live.
Click Create and proceed to the Mappings tab for message formatting.
SMS delivery tabs
Set up the tabs in this order:
Mappings: see Field Mappings Tab.
SMS Template (below).
SMS Delivery Settings (below).
Retry Settings: see Retry Settings Tab.
Portal Permissions: see Portal Permissions Tab.
Delivery Schedule: see Delivery Schedule Tab.
Notifications: see Notifications Tab.
SMS Template
Template Body: Add the body content of your SMS template. Use the dropdown below the editor to add tags for inserting variable lead or system data into the message body.
SMS Delivery Settings
Input the Phone Number at which your buyer receives texted lead information.
Key considerations
Character limits: SMS messages have 160-character limits (plan content accordingly).
Portal links: Automatic shortening for mobile compatibility.
Testing is essential: Always test with team phones before buyer delivery.
Lead type lock: You cannot change the lead type after creation (choose carefully).
Best practices
Message design:
Put the most critical info first (name, phone, location).
Use clear abbreviations to save space.
Include the portal link for full details.
Testing protocol:
Send test messages to different carriers to validate proper functionality.
Verify link accessibility on mobile devices.
Timing considerations:
Respect business hours for automatic deliveries.
Consider time zones for national buyers.
Troubleshooting
Messages not delivering: Check carrier compatibility and number formatting.
Dead links: Verify Lead Portal accessibility.
Cut content: Review the character count and reduce message length if necessary.
Next step
Next article: Field Mappings Tab