Through Activity in the LISA admin, you can quickly and easily send an email to any lead or customer. Simply follow the instructions below.
1. Go to Activity > Contacts
After logging into your LISA platform, navigate to Activity, then click Manage.
From the Activity dashboard, click on the Contacts tab.
You can access the Contacts section of the LISA admin if you are an Administrator, User, or Rep.
2. Find the Lead
From the Contacts tab, use the search bar or filters or browse manually to find the lead you'd like to message.
3. Click to Send a Message
Once you've found the lead, click the button with the three dots and then click "Send Message."
This will open a New Message popup, as shown below.
4. Enter Your Message Details
In the Send Message section, you can select all the right details for your message, including the following:
- Message Template
- Subject and Body
- Additional Elements
Message Template
From the dropdown menu, you'll be able to select from all of your customer email templates. Templates make it easy to communicate with customers without having to type a new message each time.
Please note that message templates are optional. If you would like to start with a blank email and type everything by hand, you can do that, too.
If you don't see the message template you want, you can always make a new one! Learn how to create a customer email template.
Subject and Body
Both of these fields will be automatically populated for you whenever you select a message template. Even after the template has loaded, however, you can make further edits by clicking in the field and typing.
Additional Elements
"Additional Elements" refer to dynamic information that your LISA platform can automatically insert on your behalf. For instance, instead of typing out your company address, you can insert the field for #DefaultAddress# to make sure the information is right, even if it changes.
Learn more about "additional elements."
5. Send Your Message
Once you've added your message details to your liking, click "Send" to send the message straight away.
Note: Messages are sent by email. If you try to send a message to a contact that does not have an email address saved, you will get a popup error message.
Curious about the other actions you can take from the Contacts tab? Learn more about:
- Sending a survey - link coming soon!
- Sending a review request
- Creating an appointment
- Requesting a video chat