Triggered Text Reply - Policy Status

Owned by Coreen Stalnaker
Last updated: Mar 25, 2024
2 min read

Triggers and Actions can be helpful by completing tasks an Agent typically forgets to do on their own, such as hang-up, send a relay, etc. Text Triggers are configured by Lead Status and are not directly part of the TLMessenger system.

 

  1. From Settings select Lead Status.

  1. Using the Search feature, locate the Policy Status that the Trigger will be added to or modified on. Double click to open.

  1. Under the Policy Status Settings select the Triggers tab and locate SMS on Update.

  1. Once enabled a SMS message will be sent to the customer as soon as the Policy Status is selected. Auto fill fields can be utilized to ensure the SMS is updated with relevant information.

  1. When a SMS Trigger is enabled on a Policy Status the chat icon on the Status bar will be green.

 

**IMPORTANT** When updating Canned messages always check for Triggered messages as well.

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