Hey guys, what’s up? It’s Christine Seale, the High Level Queen! Today, I’m thrilled to share some exciting news with you. If you’ve been struggling with Twilio’s costs and complexities, you’re going to love what I have for you. We’re diving into how you can switch to an integrated Lead Connector SMS platform and say goodbye to Twilio, all while saving 10%! Plus, I’ll show you how to handle compliance and avoid those pesky spam and scam issues. So, let’s get started!
Why Switch to Lead Connector?
First things first, why would you want to switch from Twilio to Lead Connector? Well, for starters, it’s 10% cheaper. Yes, you heard that right! Not only will you save money, but Lead Connector also handles all your compliance issues, from spam and scam protection to deliverability error monitoring. You no longer have to worry about people signing up with stolen credit cards and racking up your Twilio bill. Lead Connector takes care of it all.
Step 1: Help Documentation
Before you jump into the switch, the first thing you should do is check out the Help documentation on what the Lead Connector phone system is all about. This is super important because the High Level team has answered all your frequently asked questions regarding the process. Trust me, it’s a lifesaver.
One key thing to note is that you can port your numbers over to Lead Connector without losing them. However, you might need to back up your Twilio messages and call history just in case. I have another video on how to do that, so make sure you check it out if those records are important to you.
Step 2: Switching to Lead Connector
Now, let’s get into the nitty-gritty of switching to Lead Connector. It’s easier than you might think. Here’s a step-by-step guide:
- Go to Agency Settings: In your High Level account, navigate to Agency View, then click on Settings, and select Phone System.
- Switch All Sub Accounts: You have the option to switch all sub accounts to Lead Connector or do it one at a time. Start with a smaller account to test the waters.
- Follow the Prompts: Click on Switch to Lead Connector and follow the prompts. The system will send a ticket to Twilio to port your numbers over to High Level.
- Monitor the Progress: You’ll see a progress bar indicating the migration status. Once it’s done, your numbers will be managed by the Lead Connector phone system.
Step 3: Regulatory Compliance
One of the standout features of Lead Connector is its robust compliance management. Here’s how you can ensure your regulatory compliance:
- Go to Sub Account Settings: Navigate to the sub account you want to set up, then click on Phone Numbers.
- Create a Regulatory Bundle: Click on Regulatory Bundle Address to upload your business registration, certificate, rent receipt, utility bill, etc. This is crucial for compliance.
- Register for Toll-Free Numbers: You can easily register for a toll-free number by filling out a simple form.
- Set Up Your Business Profiles: In the Trust Center, set up your business profiles for campaign registration and CNAME registration. This improves deliverability and ensures your messages don’t end up in junk folders.
Nerd Level Academy
If you love my videos but still need help with your automation systems or High Level in general, I’ve got great news for you. Nerd Level Academy is your one-stop shop for all your training needs on High Level. Whether you need to learn the basics, set up automations, automate your agency and client onboarding, or access an SOP library, Nerd Level Academy has you covered. Check out this link and join the community!
Final Thoughts
Switching from Twilio to Lead Connector is a game-changer for your business. Not only will you save 10%, but you’ll also enjoy enhanced compliance and deliverability. Make sure to back up your important data, follow the steps I’ve outlined, and you’ll be on your way to a more efficient and cost-effective SMS management system.
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