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BDC Promotions Documentation

Convergix

1
  • How to: Send a Test Lead

Convergix

9
  • How to: Login to Convergix
  • Page Overview: Conversations
  • How to: Send a Voucher
  • How to: Add Lead Information
  • How to: Send to CRM
  • How to: Set an Appointment
  • How to: Reschedule an Appointment
  • How to: Opt Out a Lead
  • How to: Opt In a Lead

Comment Bot

2
  • How to: Set Up Auto Comment
  • How to: Add a Facebook Page
  • Home
  • Docs
  • Convergix
  • How to: Send a Voucher

How to: Send a Voucher

Under the chat box, click the “Send Voucher” icon shown below

Once the Voucher Modal pops up, check that the Confirmation message is correct, then click “Send Now”

Lastly, you are going to add the “Voucher” label to that lead. Click the “Add Label” button and type “Voucher” in. The Voucher selection will pop up. Click that to add the Voucher label. This tells us all leads that have vouchers.

Once you’ve sent the voucher and labeled the lead, the typical next step is to Send to CRM. Click here to see how to do that.

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Updated on June 21, 2022
Page Overview: ConversationsHow to: Add Lead Information

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Sales Events That Give You WINS!

Basic

150,000 Est. Impressions

100-125 Est. Leads

Essential

200,000 Est. Impressions

125-150 Est. Leads

Plus

300,000 Est. Impressions

150-200 Est. Leads

Premier

400,000 Est. Impressions

200-250 Est. Leads

Who We Are

BDC Promotions is a full service automotive marketing agency for your car dealership. Our team works around the clock to generate high qualified leads and book appointments.

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