Description
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 the inTouch Action icon on the Action Toolbar.
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.
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, that contact’s “email” inTouch Action Override automatically changes to No and 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.