Update Community Contact Information For Lead & Conversation Notifications

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It's important to have up-to-date and accurate contact emails and phone numbers for your community locations. Up-to-date contact information ensures that email and SMS notifications for leads and Messaging Campaigns are sent to the right people.

In this article, we'll go over how you can set up contact emails and phone numbers for your community locations. 

 

Set Up Contact Information

To set up your community contact information, click Settings in the left menu.  Note: your options may vary based on your user access. 

           

In Settings click SMS & email contacts under the Contacts submenu.

To find a specific community, use the search bar at the top.

There can only be one main contact for a community. Type the main contact's name in the Main Contact First Name field. Add the contact's email address in the Main Contact Info field, and hit the Enter key when you're done. It is important to set both of these fields as they can be used in Campaign messages.

You can add unlimited emails for secondary contacts under the Secondary Contacts field. Type the desired email address and hit the Enter key.

You can also add one or more phone numbers in the Phone Numbers field. Remember to hit the Enter key after each number.

Note: Adding a phone number here will only set the community up to receive SMS notifications for replies to Campaign Messages, not lead notifications.  If you would like for a community to receive lead notifications via text, please contact your Customer Success Manager.  

To remove a value, click the X on the right. 

When you're done, click Save in the top right to apply your changes.

 

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