How do I use snippets, custom values and trigger links in the LeadConnector app?

The + button in the LeadConnector app's message box gives you your saved snippets, custom values and trigger links while you reply. You can send a polished, consistent answer to a family inquiry from your phone without retyping it.

Insert a tool into a message

1. Open Conversations and select the conversation.
2. Make sure the right channel is selected, such as text or email.
3. Tap the + icon in the message box.
4. Choose Snippets, Custom Value, Trigger Link or WhatsApp Flow.
5. Pick the item you want.
6. Review the message, make any changes and send.

Snippets

Snippets are saved replies, such as your standard answer to "What areas do you serve?" or "Do you accept long-term care insurance?" Browse your snippet folders or search by name. The snippet fills the message box but does not send, so you can personalize it first. You need permission to view and manage conversations to use snippets.

Custom values

Custom values insert information that stays the same, such as your office phone number, office hours, website or a standard disclaimer. Pick them from the list instead of typing the code by hand, so you only insert values that work in that message. Contact details like a first name come from contact fields, not custom values. If a field is empty for that contact, it may show up blank, so check before you send.

Trigger links

Trigger links are trackable links. When a contact clicks one, ASNSpark! CRM records it. For example, send a link to your caregiver services page and see which families opened it. Inserting a trigger link does not start any follow-up on its own. To act on clicks, your account admin needs a workflow that uses the Trigger Link Clicked trigger. Trigger links are created in ASNSpark! CRM on a computer, then picked in the app.

WhatsApp Flows

If your account uses WhatsApp, you can send a saved WhatsApp Flow from a WhatsApp conversation. Flows are set up under Settings, then WhatsApp, then Flows. If you don't see one, check that you are in a WhatsApp conversation and that the flow has been set up.

I don't see these options

Update the LeadConnector app from the App Store or Google Play. If they still do not appear, Submit a ticket.

Have a question about your own account? Submit a ticket and our team will follow up.