When using this keyword action, the person sending the inbound message will be added into Salesforce.com as a new Lead. The Lead Assignment is managed using active Assignment Rules. If there are active rules, but no match is found, the Default Leader Owner is assigned. If no rules exist, the Mercury Site Guest User will be assigned as the Lead Owner.
To create a Lead Keyword Action, follow these steps:
1. Go to the ‘SMS Keywords’ tab in the Mercury SMS app and click the New button:
2. Select the ‘Lead’ record type and then click ‘Continue’
Complete the Keyword details as follows:
|Keyword Name||The keyword that will invoke the action.||#SignMeUp|
|Please note: The keyword must not contain spaces and it must be the first word in the message string in order to trigger the action.|
|Lead Status||The status to apply to the Lead||Pending|
|Last Name||A placeholder name to allow the Lead to be created.||SMS Lead|
|Company Name||A placeholder company to allow the Lead to be created.||SMS Lead|
4. Save your keyword
5. Test your Keyword – Send an inbound SMS containing the Keyword and confirm that the Lead gets created. If the Lead has not been created but the inbound SMS activity has been received, there are probably validations preventing the lead from being created. In this case you will need to exclude the validation rules from firing when the Last Name on the Lead equals your placeholder name.
6. Your Keyword is ready to use!
Note: In the case of Lead Keywords, we suggest you promote your keyword by asking for the Keyword followed by Full Name, Email and Address to allow you to populate further information on your lead record. This will need to be entered manually from the information received in the inbound SMS activity.
To subscribe, SMS #SignMeUp followed by your full name, address and email to 1300 446 133.
Alternatively, you could send subsequent outbound messages asking for this information individually and perform ‘Field Update’ SMS Keywords, which will update the appropriate field on the record.