👋 Let's get Aisa Holmes setup with your LeadTrax account.
Here's how to get setup:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "Options" from the drop down. Lastly, click "Inbox and sweep rules" from the left hand menu 👇
👉 Click the "+" icon in the Inbox Rules panel 👇
👉 Name your New Inbox Rule "LeadTrax" (or whatever you like) and select from the first dropdown "It was sent or received from" > "Received from..." 👇
👉 Enter "email@example.com" in the It was received from... field and be sure to hit "enter" on your keyboard. Then click "OK" 👇
👉 Now click the "Add Condition" button. Then select from the next dropdown "It includes these words" > "in the subject..." 👇
👉 Select "It includes these words" -> "in the subject..." from the new dropdown box 👇
👉 Type "
" in the pop-up box. Then click the "+" icon 👇
👉 This will add that subject text to the box below. Then select "OK"👇
👉 Under the "Do all of the following" section. Click the Dropdown. Select "Forward, redirect, or send" then -> "Forward the message to..."
👉 Enter your firstname.lastname@example.org email found in your Holmes Dashboard and hit "enter" on your keyboard. Then click "OK"👇
👉 Your email@example.com email should now appear below. Click "OK" 👇
👉 Make sure your New Inbox Rule matches as shown below, and if it does, select "OK" 👇
👉 Make sure your Inbox Rule is toggled "On". You can review the rule to make sure it looks like below 👇
🎊 Nice job, your LeadTrax leads will now be responded to by Aisa Holmes!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your LeadTrax account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from Holmes via SMS through your Aisa Holmes Phone Number to the number you filled out.
You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message Holmes responded with.
Tell us if it didn't work!
If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team