How To Create A New Lead Rule
- Log in to your Wise Agent account.
- From the sidebar, select Contacts, then Lead Rules.
- Once on the Lead Management page, select the ➕ to the right of Create Auto Lead Rules
- Once selected, the + Add Rule pop-up window will appear! Let's discuss each section.
1. Rule
Lead Source: Refers to the source assigned to an external platform linked to your Wise Agent contact list. This designation is crucial for associating lead rules.
Add to Drip Program: This feature enables you to designate a specific drip campaign to automatically include leads upon entering your account.
Add to Categories: This option allows you to categorize leads automatically upon entering your account.
Add to Call List: With this functionality, leads originating from your specific source can be automatically added to your call list upon entering your account.
Notification Email: This setting allows you to manage notifications for incoming leads from your selected lead source. By enabling this option, you will receive alerts for new leads. Furthermore, if lead distribution is configured, assigned team members—both Inside and Outside—will also receive notifications via text message and email when a lead is routed to them.
Select Additional Emails to Receive The Notification: This feature enables you to include additional email addresses to receive notifications regarding leads from the specified source, ensuring comprehensive communication within your team.
2. Email Response
Upon the entry of a lead from your designated source into your database, an instant email follow-up can be triggered automatically!
Once you've selected Yes for Send Email Auto Response, you have the option to either utilize our pre-made sample message or, by selecting the blue Content button, access and choose from your pre-existing content library or explore our extensive stock content.
Additionally, by clicking on the Add Video button, you can incorporate a BombBomb video, provided you have integrated the platform (💡 Click HERE for more details on our BombBomb integration).
3. Text Response
Similar to the Email Response feature, when a lead from your specified source enters your database, an instant SMS text message follow-up can be automatically triggered! To utilize this option, WiseText must be purchased and activated (Click HERE for more details)
Once you've selected Yes for Send Text Auto Response,you can choose your WiseText number from the drop-down menu and craft your desired message in the body.
Additionally, by clicking on the grey bubble icon, you can access pre-existing text message content from your Content Library, incorporate an image, or even integrate a video of up to 40 seconds!
4. AI Bot 
The AI Bot will handle objections, follow up with leads for over a year, and notify you through text or email when it is time to take over the conversation. Your new assistant will stay persistent in following up with leads the way no human can, contacting unresponsive leads 25 times over 12 months.
To utilize this feature, both WiseText and AI Bot credits must be purchased and activated (Click HERE for more details), with a cost of $1.50 per AI Bot conversation.
5. Distribution
Our Lead Rule Distribution allows you to automatically distribute incoming leads from your specified source by day of the week, zip code, or round robin.
Both Inside and Outside Team members will populate the Team Member list to choose from. Once you have selected the Team Member name(s) you would like to add the filter for, simply select Save on the filter and then remember to save the lead rule.