Managing your lead routing

From your computer

Leads captured from your mobile enabled marketing collateral can be directed to both your mobile phone as a text message and to your email.  In your Dotsignal back office account your lead alerts can be managed in one place for all your listings and on a individual property level. The instructions below will help you learn how to manage your lead routing.

Managing your lead routing for all your listings

  1. After logging into your Dotsignal back end account click on Configuration at the top right corner of the page.  Then select Notifications & Marketing Mediums.
  2. Go to the box  Manage Alert Records...  In this box you should see your mobile number and or your email address.  This is where you can add additional mobile numbers and email addresses or delete any existing mobile numbers or emails. Note: The system will allow you to add up to 3 mobile numbers and 3 email addresses.
  3. To add an new mobile number or email Click on the "Create Alert".
  4. Use the pull down menus to select "Email Alert" or "Text Message Alert" then enter the mobile number or email address.
  5. Click on "Create Alert"

Note: When managing your Lead Alerts from the Configuration page you are creating a default Lead Alert that will automatically apply to all your listings.

Managing_leads.png

Managing your lead routing for an individual property

  1. In your Dotsignal back end account click on Properties. Then click on Active Properties.
  2. Click property you want to work with.
  3. Scroll down to the bottom of the property page until you see the "Alert Record" box
  4. Here you can add a lead alert that will only apply to this property click on "Create Alert"
  5. Use the drop down menu to select Email Alert or Text Message Alert then enter the mobile number or email address.
  6. Click on "Create Alert"

lead__alert_Individual_property.png 

From your mobile phone

 

Once you have logged in to your Mobile Back Office click on the Menu bar at the top left of your screen. This will reveal your menu options.  

  • Select the Manage option.

 

  • Select Alert Records.  You can add multiple email addresses and mobile numbers as needed.

 

 

 

 

 

Have more questions? Submit a request