Step 1
Log in to your bot dashboard.
Step 2
Select the gear icon in the tool section of the bot you want to adjust.
Step 3
Click on sections and select Notifications.
Step 4
Scroll down until you come to the 'Estimate Saved' section. You can edit the outgoing message a member receives here.
Once you edit the message, click 'Save'.
Step 5
Make sure you optimize your message by including a call to action. Below is the outgoing message that our partners have found produce the best results:
"Hi, this is the team from %{name}. Thank you for thinking of us. Here is a link to your estimate: %{link}. If you have questions about your estimate or the application process you can send a text to this number anytime. Have you already completed %{loan_type} application?"
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