Go to the Lead Settings: Leads » Lead Settings » Additional Notifications Settings

On this page, there will be at least one Main Action, and possibly additional Actions depending on how the Lead Settings have been setup on the site. The following steps must be taken for any of the Actions that will send out SMS messages to the members.

Click on the Action that will receive SMS notifications:

Navigate to Additional Notifications » Third Party / SMS:

Scroll down to the "3rd Party Lead Matched Notifications (SMS)" section and choose the following settings:

  1. 3rd Party Lead Matched Notifications
    Set this to "Yes" to enable these emails to be sent.
  2. 3rd Party Lead Matched Template
    Choose the template that should be sent to the Email-To-Text platform to be converted into an SMS message. The "member-lead-sms-notifications" template is the recommended template to use for this purpose.
  3. 3rd Party Email Addresses
    Enter a comma-separated list of email addresses the email template should be sent to. For the purposes of this tutorial, we only want an email sent to the Email-To-SMS platform email address, including the member's phone number that the SMS should be sent to. Following our example, the correct format for this is:
    %%%sms_member_phone%%%@textmagic.com
    The %%%sms_member_phone%%% variable used here will insert the member's phone number, stripped of all non-numeric characters (parenthesis, dashes, etc). So if the phone number of the member who receives the lead is 1-333-777-9999, entering the above email address will result in an email being sent to:
    13335557777@textmagic.com
  4. Copy Admin On This Email
    Generally, it is not very useful for the Admin to receive a copy of this email as it is just for SMS notification purposes, so we recommend leaving this set to "No".

Once all of the settings have been chosen, click on "Save" to save the changes.  Repeat the steps above for any other Actions that should send SMS notifications as well.

For additional assistance:
Email support@brilliantdirectories.com or create a ticket Inside Your Account Dashboard.

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