The Company page in Account Settings holds the settings that apply to all your campaigns: campaign automation, the company names and alternate message used in your templates, your Company Block List, and the bulk template upload.
Tip
Hover over the i icon next to a setting to see a short explanation of it.
Resources
→ What is the "Auto-Dead" feature?
→ Creating Follow-Up Campaigns
→ SMS Template Categories and Auto-Rotate Capabilities
→ Required Template Field: {CompanyName}
How to open the Company page
- In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings.
- Click Company.
1. Campaign Settings
Turn each setting on or off with its switch. Blue means on, gray means off.
| Setting | What it does |
| Auto-Dead | Moves prospects who reply with a negative message, such as "sold", "wrong number" or "not interested", to the Dead (Auto) lead stage. |
| Auto-Filter | Filters out replies that contain "STOP". These messages and prospects are handled the same way as Auto-Dead. |
| Record Calls | Records calls made from Lead Sherpa. Some states require consent from both parties before a call is recorded, so check the rules for the markets you call. |
| DNC Scrub | Turns on the Use DNC Scrub option by default in every new campaign. You can still change it per campaign. |
| Days Threshold | The minimum number of days before the same prospect can be contacted again. The default is 5 days. You can change it, but we don't recommend lowering it. |
Have a response rate but no replies?
If Auto-Dead or Auto-Filter is on, some replies may have been filtered out of your inbox. Check the Auto-Dead inbox from time to time in case a message was filtered by mistake.
2. Company Template Settings
Carriers only accept templates that include a company name and opt-out language.
- Company name: enter the company names you want to use in your initial outgoing messages. They fill in the {CompanyName:0} field in your templates. Choose them carefully, since prospects see them before they're qualified.
- Use Sender's First Name in Templates: when this is on, messages use the first name of the user sending them. When it's off, every message uses one nickname across all users.
- Alternate Message: the default alternate message added to every new SMS template, so you don't have to write one each time. It must include {CompanyName:0} and stay under 320 characters. Click Save after editing it.
3. Company Block List
Numbers on your Company Block List are never contacted in any of your Lead Sherpa campaigns. Prospects you mark with the Block List button are added here automatically.
- Export Company Block List: downloads a CSV of every number on the list.
- Reset Company Block List: clears all numbers from the list.
- Bulk Import / Bulk Remove: use the switch to choose, then upload a file and click Import to add or remove numbers in bulk. The file should have a single column of phone numbers.
Resetting can't be undone
Reset Company Block List removes every number from the list. Export the list first if you might need it again.
4. SMS Templates Bulk Upload
You can upload many templates at once instead of creating them one by one.
- Click SMS Upload Template to download the template. It has two columns: Message and Category.
- Add one template per row. Every message must be under 320 characters and include {CompanyName:0}.
- Optional: turn on Single Category Upload to put every template into one category, which you choose before importing. If it's off, each template goes to the category in its Category column.
- Click Upload File, choose your file and click Import.
Questions? Email support@leadsherpa.com.
Comments
Article is closed for comments.