📅 Weekly Training Recording
This weekly training covered how to manage larger lead lists, control daily SMS batches, and prepare CSV files for upload into OfferBolt. The session also walked through troubleshooting steps to use when the bot does not respond to an inbound message, including checking contact settings, DND status, and workflow activity.
🎯 What Was Covered
How to break a larger lead list into smaller CSV batches before sending it to the OfferBolt team for upload.
How OfferBolt workflows drip outbound messages in daily batches, with 300 leads per day discussed as the standard setup during the call.
How daily message volume can be adjusted during onboarding to lower amounts such as 150, 200, or 250 leads per day.
What lead information is uploaded into OfferBolt and how mobile numbers are separated for SMS outreach.
How to check whether the bot is turned on for a contact and identify settings or tags showing that it has been turned off.
How to check DND status and recognize when a contact has opted out or should no longer receive messages.
How to verify that workflows are published and active, check Global Workflow Settings, and determine when a delayed bot response should be reported to OfferBolt Support.
🎥 Watch the Training
🤖 How This Training Helps
How do I split a large lead list into smaller batches?
How many leads can be sent through my workflow each day?
Can I lower the number of leads being messaged each day?
How do I prepare a CSV lead list before sending it to OfferBolt?
How can I tell if the bot is turned off for a contact?
How do I check whether a contact is on DND?
How can I confirm that my workflows are published and active?
Why did the bot stop responding to an inbound message?
How long should I wait for a response before contacting OfferBolt Support?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section so you can quickly find the latest walkthroughs, troubleshooting guidance, and platform training.