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Rebecca Kornblum

Rebecca Kornblum

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  1. Open inFlow and select a lead.

  2. Click the inTouch Action icon on the Action Toolbar.

  3. The inTouch Action Override Lead Communication Preferences popup window opens. The Lead Level Control settings are set to the default, No Selection, which means the User Profile Settings will be used.  

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  4. Click the drop-down menu for SMS.

  5. Select None, Yes, or No to determine if SMS marketing will be sent for that lead.
    Note: Any settings added/updated in the inTouch Action Override popup will be applied to the lead.

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  6. Repeat the selection process for the Email dropdownSet the Receive Email and Receive Text Messages toggles as desired.

  7. Click Update to apply the changes.

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Info

Auto-removed if email returns to Insellerate as bounced, dropped, or spam

When Insellerate receives a message that an email address bounced, dropped, or was designated as spam, the email address is removed from future email sends from Insellerate. This helps improve deliverability rates over time. If the contact does make changes to receive your emails, then users will be able to reactivate the email address by changing the InTouch Action Override for the lead to Yes.