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# SMS Lead Notifications

Lead Notifications are delivered when leads are first created. They signal to your partner that a customer is waiting and that quick action is required. SMS Lead Notifications are text messages that deliver this notification.

This article presumes that [Lead Notifications](https://intercom.help/metalocator/en/articles/2645190-tracking-lead-acknowledgement) via email are already configured.

## Configure SMS Lead Notifications

### Enable SMS Lead Notifications

1. Click **Interfaces**, and click **Edit** next to the Interface in which Lead Notifications are already configured.
2. Click **Lead Generation**.
3. Update the **Send Lead Notifications via SMS** setting to **Yes**.

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/8/4/e/584ec563e3acb000/9914df1d-2a53-40ba-9295-334a56_16dnftk.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1313497692/34188a133fb224a723d3db958ab5/image.png?expires=1794512700&signature=f03f02d7b060ecb7453cdee0ef862a3d0ab8247f9263206a4cc563e4a441e367&req=dSMmFc13modWW%2FMW1HO4zSa5G8ab493FtPseSXOGS5DU2P5JIVPokOh%2F2%2F8n%0AlDXBjYBy70Z0LpkFypM%3D%0A)

### Configure the SMS Lead Notification Template

1. Click **Interfaces**, and click **Edit** next to the Interface in which Lead Notifications are already configured.
2. Click **Lead Generation**.
3. Update the **SMS Lead Notification Template** setting.  
​

```
A new lead is waiting from Sample Inc's Dealer Locator.  Click below to view details:

%%READMORELINK%%

Reply STOP to end.  HELP for info.
```

This template is used to construct the text message to the end user. This template supports the same Twig variables as the [Lead Notification](https://intercom.help/metalocator/en/articles/4857174-capturing-leads).  
​  
​**Best Practices:**  
​  
1. **Do** include identifying information including your company name.  
2. **Do not** include customer details in this template  
3. **Do not** include template variables with content from the end user in this template, this can create a very long text message, which is broken into multiple messages by some carriers.  
4. **Do** test your text message on Android and iOS devices.

## SMS Help Text

This is the message sent in response to a text message recipient replying with the keyword "HELP". The text is received directly by the carrier and is not customizable.

## Configure the SMS Outbound Number

This number will be provided by the MetaLocator Enterprise Services Team when the application for the outbound number has been approved.

1. Click **Interfaces**, and click **Edit** next to the Interface in which Lead Notifications are already configured.
2. Click **Lead Generation**.
3. Update the **SMS Outbound Number** setting

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/2/c/c/82cc0d0a76fdc800/f68937e2-5710-4e3d-93d3-3531a0_j60rfm.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1313396966/b9d1b74426032daac924f67d1812/image.png?expires=1794512700&signature=bdb8d46426da4c94d17dcdf2be8d305bacfb7544fdde9098c1361f20d752e21c&req=dSMmFcp3m4hZX%2FMW1HO4zXi0zbbmDkqzmSFNyMXnPuyuicyFIrkecoxrvoxZ%0AFOI48h3UTIyZvvykPKs%3D%0A)

## Insert the Opt-in Link into the Lead Notification Template

This link can be inserted into the _Lead Notification Template_ and the _Lead Email Body Template_. This is the link which users click to display the form which collects their mobile number and obtains required informed consents regarding the SMS text message notifications.

1. Click **Interfaces**, and click **Edit** next to the Interface in which Lead Notifications are already configured.
2. Click **Lead Generation**.
3. Update the **Lead Notification Template** to include the link. The below example conditionally displays the link based on the current opt-in status

```
{% if template_item.leadoptin_status != 1 %}  
<a href="%%SMSOPTINLINK%%" target="_blank">Click here to opt-in to receive text message notifications of these leads</a></p>  
{% endif %}
```

## Update the SMS Opt-in Form Language

When users click to opt-in, they will receive a form which contains some [language constants](https://intercom.help/metalocator/en/articles/1655828-introduction-to-managing-language-and-translation) that can be customized according to your requirements. An example of this form is shown below.

The only required update is to LOCATOR_SMSOPTIN_CONSENT_SUBTEXT, which must contain a link to your organization's privacy policy.

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/a/c/0/2ac06d4738ce6600/51ec203f-a0d0-4782-be4d-fb5c6f_1nw1pq4.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1313439174/ca811e8b1b2bcbc7a06f4d799365/image.png?expires=1794512700&signature=176c7cd14c40cabdc22a820e73587de3f40c5015806b63acb94dfe09ecc40618&req=dSMmFc19lIBYXfMW1HO4zfi%2BHTbw%2FCebDEBafu0S9w1SOrPYvcgveui2TWNa%0AnzmeaQDShKbbbmnXz28%3D%0A)

```
LOCATOR_SMSOPTIN_MODAL_TITLE="Opt-in to Text Notifications"  
LOCATOR_SMSOPTIN_CONSENT_DESCRIPTION="By checking this box, I agree to receive texts to the mobile number provided above. The text messages will be used solely to provide notifications of new customer inquiries."  
LOCATOR_SMSOPTIN_CONSENT_CHECKBOXLABEL="I consent to receive text messages."  
LOCATOR_SMSOPTIN_CONSENT_DISCLAIMER="Message and data rates may apply."  
LOCATOR_SMSOPTIN_CONSENT_HELP="Text STOP to unsubscribe from messages at any time."  
LOCATOR_SMSOPTIN_CONSENT_SUBTEXT="These messages are sent in accordance with our <a href='' target='_blank'>Privacy Policy</a>"  
LOCATOR_OPTIN_MESSAGE="We received your request to deliver lead notifications via text message. To complete your opt-in, reply YES to this message".  
LOCATOR_OPTIN_SUCCESS="A confirmation message sent to your phone number. To complete your opt-in, reply YES to that message."  
LOCATOR_SUBMIT_SMSOPTIN="Opt In"  
LOCATOR_OPTIN_COMPLETE="You have successfully opted in. Future lead notifications will be delivered to this phone number. Text STOP to unsubscribe from messages at any time."

```