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Objective
This SOP outlines the steps to add contacts or customers to the Lead Connector app, ensuring compliance with consent requirements.
Key Steps
Step 1: Access the Home Screen 0:00
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Open the Lead Connector app.
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Navigate to the home screen.
Step 2: Add a Contact Manually 0:46
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Scroll down to find the 'Add Contact' quick action.
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Click on 'Add Contact'.
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Enter the contact's name (e.g., Test Demo).
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Ensure you input either an email or a phone number (you cannot proceed without one).
Step 3: Send a Message 1:13
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After adding the contact, click on 'Message' to start texting.
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Note that the first message will include an automatic opt-out option (reply 'stop' to unsubscribe).
Step 4: Adding Contacts via Business Card Scan 1:45
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At networking events, use the 'Scan a Business Card' quick action.
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Point your camera at the business card to capture it.
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Click 'Save' after scanning.
Step 5: Review and Edit Contact Information 2:18
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Check the scanned information for accuracy (first name, last name, email, phone number).
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If needed, use the 'Refine with AI' option to correct any inaccuracies.
Step 6: Save the Contact 2:50
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After confirming the details, click 'Save Contact'.
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Optionally, tag the contact (e.g., 'loyalty member') if they have consented.
Cautionary Notes
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Always obtain consent before adding contacts to avoid legal issues.
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Do not send messages to contacts who have not agreed to receive them.
Tips for Efficiency
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Use the 'Scan a Business Card' feature to quickly add contacts during events.
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Regularly review and update contact information to maintain accuracy.