Deliver Auto Follow-up Messages

Description

The Auto Follow-up Messages feature allows you to deliver automated email or text messages to your customers / leads instantly after a Form submission is completed. Choose between sending a text or email which will instantly deliver (while connected to the Internet) any digital content that you configure. This feature is available with a Premium subscription and can be connected to multiple features within any Form Field. You can set up an automated text or email to go out based on a customer / lead filling out any of the following Fields:

Email collection
Phone number collection
Multiple choice
Scratch & Win

A few examples of how this can work for your business:

Use the Multiple Choice field to present a list of digital content, such as a PDF containing product information, a sell sheet, a link to a video, a digital brochure, or a link to website. Then based on the Multiple Choice selection, the Auto Follow-up Messages feature will automatically text or email the selected digital content to the customer / lead.
Allow your customers / leads to play the Scratch & Win game. Then use the Auto Follow-up Messages feature to text or email the digital prize won to each customer / lead.

Configuration Tips

Within the Forms section of the OnSpot Social web admin, you can use the Auto Follow-up Messages tab to configure your automated messages.

Simply navigate to the Auto Follow-up Messages tab within the Fields Editor and you will be presented with a list of the fields currently included on your Form.
Click the 'Configure' button next to the feature that you want to connect an automated message to (ie. Multiple Choice, Scratch & Win, etc.)
You can create a subject line, message, and upload a file attachment as part of the automated email or text that will be sent to your customers / leads.
- Subject Line: is limited to 60 characters. We recommend including your company name so the user will recognize the email. If you select text message, the subject line text will NOT be included.
- Message Text: is limited to 125 characters. The message will be used on both email and text message. You can type in any text that you want to appear within the email or text message that your customers can send to themselves.
- Attachments: You can upload any digital file, such as PDF, .JPEG, .PNG, .GIF, etc. If you upload a file it will be converted into a short URL and included as part of the message text. The URL characters are counted as part of the 125 character limit. Your customers can then click the link to access the file.
Before going live, you can test your messages by emailing or texting them to yourself.

Country Code

Within the Auto Follow-up Messages area - there is an option to set a Default Mobile Country Code. When users see the Phone Number Field within the Form, the country code will be automatically populated based on your customized default setting. If needed, users will have the option to change the country code when filling out the Form.