Overview
SalesExec lets admins configure SMS templates to be automatically sent as part of a nurture strategy. When a lead enters an SMS nurture path, SalesExec can send predefined messages at specific cadence points, helping improve engagement without manual intervention. This ensures prospects receive relevant text communication at key moments in their lifecycle.
Note: Nurture allows you the ability to trigger SMS messages to leads once they enter ClickPoint. As an organization, you should carefully consider your contact strategy. Sending too many text messages too soon (just like calling too often), will actually decrease your contact rates on your leads.
Key Functionality
Predefined SMS Templates
Create reusable text message templates that include dynamic fields such as lead name or custom values.Nurture Strategy Integration
Tie SMS templates directly into nurture workflows so messages send automatically based on schedule or behavior triggers.Dynamic Field Personalization
Use lead field merge tags to customize each SMS (first name, offer code, etc.).Scheduled Delivery
Set when an SMS should be sent relative to lead creation or previous nurture messages.Opt-Out Respect
Automated SMS respects Do Not Contact (DNC) flags and SMS opt-out statuses, so messages aren’t sent to opted-out leads.Reporting/Tracking
Track which SMS messages were sent, delivered, failed, or ignored as part of nurture engagement analytics.
How to Use This Feature
Navigate to Settings > Nurture under Nurture Your Leads. Create a new strategy, configure and be sure to provide a descriptive name.
Nurture can be used in a number of ways. It can be applied to a lead on the Lead Manager Screen, through an Action, or Automated Event.
Text SMS Templates via Nurture
Add Nurture to an Automated Event
In order to add your new Nurture Strategy to a newly created lead, you must configure an Automated Event.
In this example below, we selected the Qualifier as New Lead AND Lead Source Match. This gives you the option to then select a nurture strategy only when a lead matches a certain lead source.
New Lead AND Lead Source Match Automated Event
Should you have any questions, feel free to reach out to our support team to discuss your business use cases!
Best Practices
Use Clear, Personalized Text
Keep messages concise and include personalization (first name, appointment info, etc.) to improve response rates.Respect Timing and Frequency
Space messages thoughtfully, too frequent texts can annoy recipients; too sparse may reduce impact.Combine with Emails
Use SMS in combination with email nurture for multi-channel engagement.Track Delivery Outcomes
Check SMS delivery and engagement metrics regularly to refine timing or message content.Honor Opt-Outs
Always respect SMS opt-out and DNC flags so you don’t send messages to leads who have opted out.
Troubleshooting
SMS didn’t send as expected
→ Check that the nurture strategy is active and the SMS step is properly scheduled.
→ Confirm the template is selected in the sequence.Leads not receiving SMS
→ Verify the lead’s phone number is valid and properly formatted.
→ Ensure DNC/opt-out flags aren’t blocking delivery.Message delivery failed
→ Review delivery failure reports — invalid number formats or carrier issues can cause fails.Dynamic fields aren’t populating
→ Confirm the lead record actually contains the fields you’re merging (e.g., First Name).Too many or too few messages sent
→ Revisit your nurture timing settings and adjust delays or steps to get the cadence you want.