Keyword Phrases

Introduction: The Keyword Phrases feature in LeadIS allows you to capture leads effortlessly. By setting up specific keyword phrases, any lead who texts that keyword to your LeadIS phone number will be automatically added to your system. This enables instant communication and the ability to run automations on those leads.

Benefits of Using Keyword Phrases:

• Simplify lead capture through SMS.
• Automatically import leads into LeadIS without manual entry.
• Trigger automations to engage with leads immediately.
• Ensure no potential customer is missed.

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Steps to Set Up Keyword Phrases:

1. Access the Keyword Phrases Tool:
   • Log in to LeadIS and navigate to “Settings” > “Keyword Phrases.”
2. Create a New Keyword Phrase:
   • Click “Add Keyword” and enter the desired keyword (e.g., “INFO,” “QUOTE,” or “SIGNUP”).
   • Assign a meaningful name to the keyword for easy identification.
3. Define Lead Import Rules:
   • Choose how the lead should be handled when the keyword is received:
     • Assign a default lead status (e.g., New Lead, Hot Lead).
     • Tag the lead with relevant labels for segmentation.
     • Set the lead source to “SMS Keyword.”
4. Set Up Automations(Optional):
   • Attach automations to the keyword:
     • Automatically send a welcome message or informational reply.
     • Schedule follow-up messages based on timing rules.
     • Trigger workflows to assign the lead to a team member.
5. Save and Activate the Keyword:
   • Click “Save” to activate the keyword phrase.
   • Ensure the LeadIS phone number is configured to receive SMS.

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How It Works:

1. A lead texts your set keyword phrase (e.g., “INFO”) to your LeadIS phone number.
2. The lead’s details, including their phone number and keyword used, are automatically added to your LeadIS account.
3. Pre-defined automations and workflows are triggered, enabling instant engagement.

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Tips for Success:

• Use simple and memorable keywords that align with your campaigns.
• Promote your keyword phrases in marketing materials (e.g., “Text INFO to [Your Number] to learn more!”).
• Regularly review and update automations linked to keyword phrases for optimal results.

Need Help? If you have questions or encounter any issues with setting up keyword phrases, please contact our support team for assistance.