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Users can override the User Level Profile settings at the lead level by selecting the inTouch Action Tool for a specific lead.
Instructions
Open inFlow and select a lead.
Click inFlow 2.0 from the inFlow dropdown list.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select alead. In this example, we are selecting the first lead (Mae Roberts) from the list.
Click the inTouch Action Tool icon on the Action Toolbar.
Tools toolbar in the Record Details Panel that opens to the right.
The inTouch Action Override popup window opens. The Lead Level Control settings are set to the default, No Selection, which means the User Profile Settings will be used.
Click the drop-down menu for SMS.
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.
Repeat the selection process for the Email dropdown.
Click Update to apply the changes.
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Set the Receive Email and Receive Text Messages toggles as desired and click Update to apply the changes.
A green notification appears in the top right corner confirming the successful update.
| Info |
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Auto-removed if email returns to Insellerate as bounced / dropped / Spam: , dropped, or spam When Insellerate receives back a message from email providers that an email address Bouncedbounced, Droppeddropped, or was designated as Spam, that contact’s “Email” inTouch Action Override will automatically change to “No” and spam, the email address will be is removed from future email sends out of from Insellerate. This will help helps improve deliverability rates over time. If the contact does make changes to receive your emails, then users will be able to “reactivate” reactivate the email address by changing the “InTouch InTouch Action Override” Override for the lead to “Yes” Yes. |