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Lead Generation with SMS Surveys

Levi Butler • Feb 12, 2024

Episode 1:

In today's episode I take on the question from Brent out of Utah. Brent asked, "How do you create SMS surveys to trigger variable follow up based on the prospect's answer?"

First off, there are 4 keys to making an SMS survey work, with 2 assumptions in place.


Two Assumptions

Assumption #1: You are using a Fix Your Funnel phone number with SMS capabilities. You could do this with other SMS services so long as assumption #2 is in place.


Assumption #2: You have unlimited access to keywords. The nice part about Fix Your Funnel numbers that I can't always say about other services is you have 70,000+ English keywords to work with on each phone number, and you're not limited to 1 phone number. (NOTE: In this video I demonstrate the usage of the same keyword with two different phone numbers, showing I had access to 140,000+ English keywords)


4 Keys to SMS Surveys:

#1. Structure your questions for keyword answers.

You want to have a question that has 3-5 answers, that may be expressed as a sentence or concept, but that can be boiled down to a word.


#2. Select smart keywords.

One of the more common mistakes I see people making with keywords is making them difficult to remember and type in. With smart phone adoption on the rise, we have an even bigger problem as we select keywords...auto correct! So when you select keywords for your survey answers, make sure that they are short, simple to type in, won't be auto-corrected and are easy to connect back to the answer. I supply an example in the

video.


#3. Decide what information is critical to collect.

To create the survey you want to use automated, intelligent SMS conversations, like those offered by Fix Your Funnel. With Fix Your Funnel's SMS conversations you can collect prospect's answers into contact fields and apply tags. So before you begin, you want to decide what data you want to collect in addition to the prospect's cell phone number and answer.


Would you like to get their email address? Do you want them to explain why they picked the answer they gave?


If you'd like them to give you more contact information you need to create something that would be worth it to the prospect to run the risk of being spammed to death. (NOTE: I'm not saying or suggesting that you spam or should spam, what I AM saying is that is the risk that the prospect is assessing, so you need to determine what you have that would be worthy of the prospect taking the risk.)


#4. Structure SMS conversations to trigger follow up with tags.

As I mentioned above, SMS conversations can trigger sequences in campaign builder by applying tags at a particular stage in the conversation. This allows you to correlate a particular follow up sequence with an SMS survey answer.


The fact that we mention a follow up sequence implies that we have more than just the cell phone number of the prospect or customer. If this is a prospect survey then you will need to make sure you have a way to gather email address as mentioned in #3, if this is a customer survey then so long as you have the cell phone associated with the contact record you wouldn't need to gather the email address in the conversation.


In Depth How To Video

To gain access to an in depth how to video that shows you how to create the SMS conversations and sequences in campaign builder, text IN to (760) 621-8477



How to send text messages through Keap!

By Levi Butler • 15 Feb, 2024
Today I am going to share with you how we tackled the challenge of sticking with Infusionsoft's claim to avoid "multi-system chaos" when it came to adding in the ability to send text messages with Infusionsoft. First, you should know that my brother and I started a business in 2007 with Infusionsoft as the 'backbone' to all of our customer interactions, sales and billing. We started a real estate training company and using Infusionsoft we went from $0 to $1.3M in revenue in 12 months and only had 6 people on the team at the one year mark. I share this so that you know 1) we use and love Infusionsoft in our other businesses (we have an Infusionsoft App for each business) and 2) we know the limitations that it has and have developed tools to EXPAND those limitations to work for our own businesses. We are entrepreneurs, so of course when we solve our problems, we offer the solution to other business owners through FixYourFunnel.com As you know, Infusionsoft is awesome when it comes to email marketing and managing interactions with your database and recurring, but out of the box, you can't tie in your phone system and send or receive text messages through Keap. Well, what we did was create a way for you to overcome this limitation WITHOUT having to resort to using a "short code" where you either have to pay thousands a month to have your own short code, or join a shared short code (which is most common) and be limited to only a few keywords. When we set out to make it so you could use SMS (text messaging) for lead capture or for follow up with existing leads and clients in your Keap app, here are the things that we wanted: An affordable phone number (not a short code) that we own for just a few bucks a month and one that isn't "shared" with other businesses Ability to have an automated "conversation" via text message (not just a single inbound or outbound text, but a back and forth conversation with pre-written responses) No limitation on keywords for starting a "conversation" (others use a "short code" that is shared with hundreds of other businesses and the keywords you may want are probably already taken) The ability to receive phone calls to that number that could be tracked, recorded and added to the contact record in Keap Easy setup and interaction with a simple interface to be able to send out text message broadcasts within seconds Well, we are happy to share that we set all of this up for our businesses and a few months ago, decided to start "sharing" this with other marketers so they to could leverage Keap's power with this new media, SMS conversations and broadcasts. To find out more and to start sending text messages through your Keap account today, go here or you can text our office at: (760) 621-8199

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If You're Sending SMS Reminders, You're Probably Making This Mistake...

By Levi Butler • 13 Feb, 2024
First, let me give you a hearty congratulations for being smart enough to send SMS notifications. We all know that what's going on in our business is extremely important to us, but that doesn't mean it's at the top of our prospective customers' to do list. In fact, the reason that any reminder at all is necessary is the heart of why this mistake is so important for you to know about, and to fix. I'm imagining that the reason you were motivated to send SMS reminders or notifications was because you noticed that emails don't always do the trick. Maybe you've missed an appointment or a webinar you really wanted to attend because time got away from you. I know I have. So, again, congratulations on recognizing how important it was to jump the email inbox and all the other distractions to capture your prospective customer's attention in what is the most popular format of communication today...messaging. If you're urgent to see what the mistake is, no doubt you've already jumped to it below...and that's total cool. But I want to set the stage for you about what the problem is, and why it's a VERY important problem for you to pay attention to. Unless you've been living under a rock, you've noticed that mobile has consumed the world. In fact, mobile communications has become so big that by 2017, more people will have mobile internet access than clean water access! If you have a prospect in the developed world, they're on mobile. Even most luddites who refused to buy a computer have caved on the smartphone. Studies have shown that the most popular communication method is no longer email, or even the lowly phone call. Both have been clearly toppled by messaging. People Facebook Message, iMessage, chat, Twitter DM, text message, SnapChat, YikYak, and on and on. So again, you're really smart to be jumping out of the chaos of the email inbox and texting them. As I'm sure you've heard from everyone selling text messaging, 98% of text messages are read, and 95% within 5 minutes. I'm sure those stats have changed since they first came out and started being propagated, but the reality is while not every phone has SnapChat on it, every mobile phone, and I mean EVERY MOBILE PHONE, has text messaging. From the dumb phone to the latest smartphone, they come with SMS preinstalled and ready for action. In fact, it's become so common, that people expect that a phone number can do three things: Make and receive phone calls, send and receive text messages, and connect to Whatsapp ;) 

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