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Create Lead Message

Version 2.1 by Isaac Mejia on 2025/12/15 16:16
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Create Lead Message

Information

KB: MSI Knowledgebase • Category: Lead Management • Source: https://membersolutions-9221154.hs-sites.com/kb/create-lead-message_1487569134

  Create Lead Message

     Created by
     Amith, last modified by
     Cathy Beckstead on Feb 18, 2021

[data-colorid=ih5zzpdo9m]{color:#ff5630} html[data-color-mode=dark] [data-colorid=ih5zzpdo9m]{color:#cf2600}[data-colorid=gqjlum5dyi]{color:#ff5630} html[data-color-mode=dark] [data-colorid=gqjlum5dyi]{color:#cf2600}The Message Center is where you can create custom emails and text messages (additional text messaging package required) that can be sent out automatically through your lead flows.

Select the Setup tab

  • Select Marketing
  • Select Message Center
  • Select Add Message

kb-1487569134-1487470942-1.png

  • Select Email or Text
  • Name the message and give it a Description - for your internal purpose only
  • Give your message a subject
  • Create your message using the email editor.
    NOTE: When adding an image, it is recommended that you resize it before uploading.
  • Click Save & Exit

kb-1487569134-1487470949-1.png

You can also Copy a message by selecting that option on the Message Center page and then make the necessary changes and save it with a new name.

kb-1487569134-1487470955-1.png

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