What automated messages go out when a new lead enters the system?

As soon as a lead submits your form and lands in the Lead Received stage, RootLogic sends an automated SMS within minutes. The text typically thanks them for reaching out, confirms the practice name, and lets them know someone will be calling shortly. This fires automatically — you don't need to do anything to trigger it.

An automated email goes out shortly after the initial text — usually within the same day. It provides more information about the practice and typically includes a link to book a consultation or a prompt to call the office. Both the text and email are set up by Vitality specifically for your practice.

If the lead doesn't book or respond after the initial messages, the 45-day nurture sequence takes over. Additional texts and emails go out on a scheduled cadence throughout the 45-day window, spaced to stay present without overwhelming. You can see exactly what went out by opening the lead's card and checking the Conversations tab or the contact's Activity feed.

Click on any lead's name in the pipeline to open their card, then click Open in Conversations or navigate to the Conversations tab in the left sidebar and search for their name. Every automated and manual message sent to that person appears in the thread with timestamps, so you always know what they've already received before you call.