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Boost Engagement with Voicemail Drops for Leads

Automatically drop a ringless voicemail to new leads when they register via a tracking link in the Sierra Interactive CRM.

Table of Contents

  1. Why This Feature Matters

  2. Before You Begin

  3. Step-by-Step Instructions

  4. Best Practices

  5. Troubleshooting Common Issues

  6. FAQs

Why This Feature Matters

Voicemail drops or ringless voicemails help your team:

  • Make an immediate impression with new leads.
  • Save time by automating first contact.
  • Deliver consistent, pre-recorded messaging.
  • Increase engagement without manual outreach.

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Before You Begin

Confirm the following before creating or running a Traditional Action Plan:

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Step-by-Step Instructions

Create a Tracking Link

Scroll to “Auto-Send a Voicemail”

  • In the “Take Action When New Leads Register” section, select “Auto-Send a Voicemail”tracking_links_voicemail

Add a Voicemail Message

You have two options:

Option 1: Record a New Message on the Spot

  • Click + Record New Message

  • Give it a title

  • Choose one of three methods to add the voicemail:

    1. Record with a connected headset

    2. Call in using your phone

    3. Upload a .mp3 or .wav file

     

Option 2: Use a Pre-Recorded Message

  • Click Voice Messages Manager

  • Choose a voicemail from your own or another user’s saved messages

  • Preview the message to ensure it’s the correct one

Set the Delivery Timing

  • Choose to send the voicemail immediately after registration

  • Or delay up to 60 minutes post-registration

Give Agent-Level Users Access

  • Go to Tracking Link Settings

  • Enable “Auto-Send a Voice Message” for your agent-level users if desired

Monitor Usage and Billing

  • Each account gets 500 voicemail drops/month for free

  • Additional usage: $5.00 per 100 voicemails

  • Email alerts sent at 60% and 90% of usage

  • View your usage in Dialer Billing Details within the admin

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Best Practices

  • Use personalized, friendly voicemails to build rapport

  • Test recordings to ensure quality and clarity

  • Avoid overly salesy scripts and focus on value instead

  • Consider using a slight delay (5–10 mins) to feel more natural

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Troubleshooting Common Issues

  • Voicemail not sending
    Ensure the user is connected to the Sierra Dialer and the lead registered with a phone number

  • Can’t access the voicemail drop feature
    Confirm permissions are granted in Tracking Link Settings

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FAQs

  • Does the phone ring when voicemail is sent?
    No, voicemails are delivered silently there is no ringing involved.

  • Which number appears as the Caller ID?
    Your account’s Buyer’s Agent Dialer Number is shown.

  • Can I use this for seller leads too?
    Yes, if they register via a tracking link and provide a phone number.

  • Is there a limit to how many messages I can send?
    500 free drops per month; additional blocks are billed automatically.

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