How to Change your Outgoing Message (and the best message to use)

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?"