SMARTNUMBER QUICK START GUIDE

Transcription

1 SMARTNUMBER QUICK START GUIDE (800)

2 About Creating a SmartNumber The purpose of this quick-start guide is to walk you through the steps required to add the SmartNumber service to your tracking numbers and number pools. The SmartNumber service allows you to extend the capabilities of a tracking number to include text messaging and chat client integrations on new and existing lines. To enable your tracking number or number pool with SmartNumber service, you will need to select the feature when creating an ad or ordering a new number. For new clients, we recommend creating a new ad, following the instructions laid out in Creating a New Ad: Quick Start Guide. When SmartNumber is enabled for your tracking number and number pools, you can choose 4 ways to handle inbound text messages: 1. Log Only with this option, you monitor if your number and number pools are receiving text messages 2. Auto Responder automatically respond with a message 3. Text messaging to Chat enable two-way communication on your number and number pools where the consumer communicates via their mobile device, and the advertiser uses a chat client (Slack, LiveChat Inc, etc) 4. Mobile Termination connect a consumer to an advertiser via text messaging Before you get started, log in to your account on the Telmetrics dashboard with your user name and password. Enabling SmartNumber Before you can set up how you handle incoming text messages, you will have to enable SmartNumber on your tracking number or number pool: 2

3 1. In the Manage Ads screen, click on the ad that you want to enhance with the SmartNumber service. 2. On the general settings page, click Edit. This will take you to the Tracking Number Details page. 3. On the Tracking Number Details page, click the SmartNumber checkbox. 4. Click edit to set up the SmartNumber service. You will be taken to SmartNumber Options where you will select from the drop down which method you prefer. SmartNumber Log Only The Log Only option is used when you would like to monitor your tracking number or number pool for inbound text messages. No action will be taken when a consumer sends a text, however, you may monitor your SmartNumber reporting to measure how frequently you are receiving inbound text messages. After you select Log Only, you have set up your SmartNumber and only need to place the numbers on your ads or website. SmartNumber Auto Responder The Auto Responder option can be used in situations where you would like to send an automated message to consumers sending texts to your number or number pool. 3

4 1. Select Auto-Reply from the dropdown in the SmartNumber Options screen. 2. In the box that appears beneath the dropdown, write the message that you want to be automatically sent to the consumer. Please note, that the message must be limited to 155 characters or less. SmartNumber Chat Client Integration Choose this option when you would like to respond to text messages in a chat client such as Slack or LiveChat Inc. Chat clients make it easy to respond at scale and as a team to text messages that come in through your tracking number. When a customer sends a text message to a number, the advertiser can view and respond to the consumer using a web-based or app-based chat client instead of a mobile phone. Sample flow: A consumer looking to purchases an automobile sees the option to send a text message to an auto dealership: 4

5 When the consumer clicks on the Text Dealer Anonymously link, their native texting client is launched with a default question: When the consumer sends the message, it is forwarded to the auto-dealership s web-based chat client, where they are able to engage in a conversation with the consumer: 5

6 How to set up chat integrations: 1. Choose Chat Client from the list of options for how to process inbound SMS messages 2. Select the Chat Client chat you would like inbound SMS messages to be redirected to Before you can use a chat client integration, you must first ensure that your chat client integration has been enabled. The following chat clients are currently available: LiveChat Inc Slack Contact At Once! SmartNumber Mobile Termination With the SmartNumber Mobile Termination option, an inbound text message goes directly to your mobile phone using your tracking number or number pool. Using this solution, the consumer will send a text message, which will result in a lead notification website link being sent to an advertiser s mobile device. When the advertiser clicks on their notification link, they will be redirected to a mobile friendly website where they will see the consumer inquiry, and will be provided with a link that will allow them to engage in a direct mobile-to-mobile conversation. 6

7 Sample Workflow: 1. A consumer is looking for a plumbing contractor, and sees the option to send a text message: 2. When the user clicks the Text Us link, the native SMS client opens on their mobile phone, where they will send a text, and receive an auto-response notifying them that the business will be in touch shortly 7

8 3. The advertiser will receive a text notification that a consumer has sent them a message. The text message will include a link that when clicked will redirect them to a mobile friendly website. 4. When the advertiser clicks on the link they will be directed to a landing page where they can respond to the consumer: 8

9 5. When the advertiser clicks the Text Now link, they will be able to respond to the consumer directly: How to set up this option: 1. Choose Mobile from the list of options for how to process inbound text messages 2. Select the mobile number where inbound text messages should be forwarded to 3. Specify an auto-reply message that you would like to send to the consumer when the send a text to your tracking number, number pool 9

10 Additional Resources Implementing the SmartNumber service on your campaigns as we ve described here will get you up and running in a very short time, allowing you to offer your consumers more ways to respond to your campaigns. We have a number of additional resources and features you may find helpful to further improve response to your campaigns.. Official Website: Telmetrics.com Full list of integrations and partners: Integrations. Resources: Telmetrics Insights Ebooks: The Ultimate Guide to Lead Attribution A Digital Marketer s Guide: How to Use SmartNumber to Drive more Calls and Texts Quick Start Guides: Creating Ads: Quick Start Guide Ordering Tracking Numbers: Quick Start Guide API: Quick Start Guide Our customer service and account management teams are also ready and able to answer any questions, so feel free to get in touch at any time: call us at or us at info@telmetrics.com. 10