Use Flow XO to Automatically Update Contact Preferences for a Lead

Created by Daniel Beckett, Modified on Thu, 18 May, 2023 at 3:52 PM by Daniel Beckett

Each lead in FLG has separate contact preferences for permission to email, text (SMS), mail, phone and fax. These can be updated manually but you may run into an instance where you'd prefer it to be automatic.(i.e when a customer texts 'Stop')

In this tutorial we are focusing on the permission to text and how you can provide a lead the option to opt-out of further communication (by changing the permission to text: No) .

The first step would be to head over to www.flowxo.com and setup / login to your account. Once you're signed in, create a new flow by clicking on the 'New' button near the top right corner.

Step 1) Create your Flow

You'll want to start with a blank flow.

26c2b8bf53f545026dea6ab0d9642ba5png

Select the trigger for 'Receive a Webhook'

78968ae79263e9bc7d6a639413180319png

On the screen you'll be shown a box that has a URL. Just copy that for now and leave this page open then head back to your FLG account.

bec59ddb7e649945252ecf0bb61e4bbdpng

Step 2) Setup the Lead Action

In FLG, go to Settings > Lead Groups > Lead Types (select 'Edit' on the lead type you want to setup this action). On screen, you'll see the 'Actions' section. Add a new action for 'Webhook' and set it to send on the event of 'Text Message Replied'.
Image: https://flg360.uservoice.com/assets/208913743/webhook_1.png

Image: https://flg360.uservoice.com/assets/208913743/webhook_1.png

Click to configure the webhook and set the URL as the one that you copied from Flow XO.

d1568e63db69dc157632bc1610000066png

Save the action. It should look something like this once it's all setup:

63771bf027b1762f65c55a31fb3c8a90png

Now, add a condition by clicking on the faded red box for '+ No Condition'
dbfaaae3b64e68d5818dd24fe1f73b2cpng

Add a new condition for 'Text Message Body' - 'Contains the value' - Stop

9c55aed222fcc6435d1cb8ac1db0d644png

Note that you can change this to suit whatever conditions you like. Once you're happy with it click update to save the changes. You should be left with a webhook and a condition.
fb37c717763c23530463955c2aadf256png

You will need to trigger this webhook on one of your leads. In this instance you'll need to send out an SMS on a lead to a mobile device and respond to that message with 'Stop'. This should trigger the webhook. You'll know for sure because back on Flow XO, the webhook screen you opened earlier will mark as complete:

dfd2fb64ab80f03aaa790082688e6615png

Click 'Next' and then 'Save'.

Step 3) Setup your Flow

Now you want to add a new action by clicking on the + symbol:

f6200f8503679619729ec0dce8595720png

Scroll down and select 'More Services'

f887f650065ce8adffe3db677ce45f74png

Select FLG from the list

4868522d6d4dfe80af715d15570063b5png

Set the action as 'Update a Lead'

0073c57df82eb7c434b163a36193c402png

You'll be shown a screen that walks you through connecting your FLG account. Just follow those steps and then click on 'Next' once you're ready.

e41fb40d6ee84db4c9191beb5d47f4fapng

Once your account is connected, you'll be shown a screen with all of the fields for a lead. We need to pass in the lead ID from the webhook. To do this, click on the 'XO' icon on the right side of the box for 'Lead ID'

c6e610b59613e921024326a4c97732c1png

Choose 'Id' from the list:

c03dfb257964c0b18509452d894a2721png

Now scroll down and look for 'Permission to Text Message' and set the value as 'No'

c5ae825dd0f0f1c1237b1e7e2329e760png

Now you can scroll to the bottom of the page and click on 'Next' and then 'Save'.

For the last step, just switch the flow on by clicking on the 'Off' button in the top right corner.

667d8a1267def58f0d680d26878b39bdpng

That should leave you with an active flow that's ready to update leads when a text message is sent into FLG saying 'Stop'.

Need more help?

We always aim to provide great support to everyone. Contact our support team for help and advice or let us know how we can improve FLG on our feedback site.