Hello, my name is Chris. In this article, you'll learn how to use texting keywords to run a marketing campaign through LeadCenter.

What Are Texting Keywords?

In text message marketing, keywords are specific words, phrases, or numbers that people text to a business number or short code to trigger a preset response.

These responses can include subscribing to a text list, receiving information, or joining a loyalty program.

For financial advisors, keyword texting is especially popular when tied to radio and TV marketing campaigns. You can encourage contacts to text a keyword to:

• Receive event updates
• Enter a giveaway or contest
• Get a thank-you message for subscribing
• Vote in surveys

How to Create a Texting Keyword Campaign in LeadCenter

To create a texting keyword campaign in LeadCenter:

• Go to the Marketing Dashboard.
• Under Text Marketing, click Keywords.

This table shows each keyword, the selected virtual number, the linked source campaign, the number of subscribers, and the associated text template.

Adding a New Keyword

To add a new keyword:

• Click New Keyword.
• Enter the keyword.
• Select the phone number it will be sent to.
• Choose the response text template.

If you need to create a new template, follow these steps:

• Go to Templates.
• Click Text and create a new text template.
• Give it a name, such as Text Keyword 1.
• Assign a category, for example, Marketing.
• Enter your message content.
• Add a keyword like Retire Report.
• Choose the phone number.
• Assign the Text Keyword 1 template.
• Click Save.

What Happens After Setup

Now the keyword campaign has been created using Retire Report.

When someone texts that keyword to the assigned number:

• They automatically receive the preset message.
• A new lead is created.
• The contact is added to the subscriber list for that keyword.

Wrapping Up

This is how you create texting keyword campaigns in LeadCenter.

Thank you!

Hello, my name is Chris. In this article, you'll learn how to create a text marketing campaign in LeadCenter.
This process has three main steps:

1. Create a text message template
2. Build a customer segment to target
3. Schedule the campaign

Step 1: Create a Text Message Template

To start:

• Go to the Marketing Dashboard.
• Click Templates, then select Text.

In the Text Template section, create a message that will be sent to your contacts.

Example:
Name the template Market Update Report.
You can also add a category, such as Marketing.

In text messages, you can use short codes to personalize your content.
For instance:

• Type “Hello,” then insert the First Name short code from Contact Basic Short Codes.
• Copy it, then paste it into your message.
• Continue writing the rest of your text message.

Step 2: Create a Customer Segment

Next, create the customer segment you want to target for the campaign.

• From the green menu, click Segments.
• Here, you can create new customer segments.

Example:
A segment named Clients might already exist. When editing this segment, you’ll see it targets only clients at the Became Client stage.

You can add additional criteria to refine the segment if needed.
To view the contacts in this segment, click View Contacts. This will show a list of all the contacts that match the segment’s conditions.

Step 3: Schedule the Campaign

Now it’s time to schedule the campaign.

• Go to Text Marketing.
• Click Schedule Campaigns, then click Create Campaign to set up a new campaign.
• Enter a Campaign Name, for example, Market Update.
• The Owner and Category fields are optional, so you can leave them blank.
• Click Save to open the Campaign Designer.

From here:

• Select the Schedule.
• Choose your Segment Filter.
• Pick the SMS Template you want to send.

Example:

• For the schedule, click on it and set the message to be sent on the 17th at 9 a.m.
• Select the time, then click Apply.
• Next, select the filter and choose a saved segment, such as the Clients segment.
• You’ll see it includes 302 contacts. Click Apply.
• Then select the SMS template to send.

Choose:

• A phone number to send the message from.
• The text template, such as Market Report Update.
• Click Apply.

Now the SMS campaign is set up and ready to save.
Click Save, then Save and Publish.

The campaign is now published and will be sent at the scheduled time.

If you click Back, you’ll see the campaign listed, along with the scheduled date and time, and the current status marked as Scheduled.

Wrapping Up

This is how you create a text marketing campaign in LeadCenter.

Thank you!

Hello! In this guide, you’ll learn how to create and manage text message templates in LeadCenter.ai.
Text message templates allow you to automate client communication, save time, and maintain consistency across reminders, campaigns, and follow-ups.

1. What Are Text Message Templates?

Text message templates are predefined messages that can be reused across multiple LeadCenter modules. They help automate communication while keeping your messages personalized and professional.

You can use text templates for:

• Text message marketing campaigns
• Keyword campaigns
• Automated workflows
• Appointment reminders
• Client review reminders
• Event reminders
• Direct client messages (via the “Send Text Message” button)

Using templates ensures your communication remains consistent across your team while reducing manual work.

2. Accessing Text Message Templates

There are two main ways to access your text templates in LeadCenter:

Option 1 — From the Dashboard

1. Go to the main dashboard.
2. Click Templates from the left-hand menu.
3. Select Text.

Option 2 — From Settings

1. Click your name in the upper-right corner.
2. Choose Settings.
3. Go to the Workflow & Templates tab.
4. Click Text Templates.

Both methods will open the Text Templates page, where you can view, create, and edit templates.

3. Creating a New Text Message Template

To create a new template:

1. Click New Template.
2. Enter a template name — for example, “Appointment Reminder.”
3. Assign it to a category such as Sales, Marketing, or Appointments to keep your templates organized.
4. Type your message in the message box.

You can write plain text or personalize it using short codes.

4. Using Short Codes for Personalization

Short codes allow you to automatically insert dynamic information such as the contact’s name, appointment details, or event date.

To insert short codes:

1. Click the Short Codes button.
2. Choose a category — for example, Contact Basic Short Codes.
3. Select a field like First Name to insert it into the message.
4. You can also add the sender’s name or other details for personalization.

Example message:

Hi [First Name], this is [Sender Name] from LeadCenter. Just a quick reminder about your appointment tomorrow at 2 PM.

5. Editing an Existing Template

To edit a template:

1. On the Text Templates page, find the one you want to modify.
2. Click the three dots (⋮) next to it.
3. Select Edit.
4. Make your changes — update the message, category, or short codes.
5. Click Save when done.

Your updates will apply immediately wherever the template is used (e.g., workflows, reminders, or campaigns).

6. Saving and Using Your Template

Once you’ve created or edited a template:

• Click Save to store it.
• It can now be used across LeadCenter modules — including text campaigns, automated workflows, and appointment/event reminders.
• You can also use it instantly when sending texts directly from a contact’s profile.

Summary

By using text message templates in LeadCenter, you can automate communication, personalize client interactions, and save valuable time while maintaining a consistent tone across all messages.

Thank you!

Hello! In this guide, you’ll learn how to send a text message to a contact using text templates in LeadCenter.ai.
This feature allows you to quickly send personalized SMS or MMS messages to your clients directly from their contact record, while saving time and maintaining consistency across your communications.

1. Accessing the Contact Profile

1. Log in to LeadCenter.ai.
2. Use the Global Search bar at the top to find the contact you want to message.
   • You can search by name, email, or phone number.
3. Click on the contact’s name in the results to open their Contact Details page.

2. Opening the Text Message Section

Once you’re on the contact’s profile:

1. Scroll down the left-hand Contact Details menu.
2. Click on Text Messages.

• If this is your first time messaging the contact, you’ll see a blank conversation window.
• Click Send Text to start composing a message.

Alternatively, you can also send a message from the Actions Menu:

• Click Actions → Send Text to open the same message window.

3. Composing and Customizing the Message

In the text message window, you’ll see several options:

• From Number: Select the phone number you want to send the message from (if your account has multiple).
• To Number: Verify or update the recipient’s number if needed.
• Message Field: Type your custom message directly here.

Using Text Templates

Instead of typing a new message each time, you can use a saved text template:

1. Click the Template Icon (the small page or dropdown icon).
2. Choose a template from the list — for example, “Appointment Reminder” or “Client Follow-up.”
3. The system will automatically fill the message field with the template text.
4. If the template includes short codes, LeadCenter will replace them with the contact’s actual information (e.g., their first name or appointment date).

4. Sending Multimedia (MMS) Messages

To include an image, document, or other media in your message:

1. Click Choose File.
2. Upload your file (for example, a PDF brochure, event flyer, or image).
3. The system will automatically send the message as an MMS instead of a plain SMS.

5. Previewing and Sending the Message

Before sending your message, you can preview it to ensure accuracy:

• Click Preview to see exactly how the recipient will view the message.

If everything looks correct:

• Click Send to deliver the message instantly to the contact.

Once sent, the message will appear in the conversation history under the Text Messages tab for future reference.

Summary

By using text message templates and the built-in messaging tools, you can send professional, personalized messages quickly — improving client engagement while saving valuable time.

Thank you!