18.2 LeadManager User Guide. Release Date: April 16, 2018

Transcription

1 18.2 LeadManager User Guide Release Date: April 16, 2018

2 Contents Advanced SMS Text Messaging... 2 New Text Messages Window on All Pages... 3 Send Text Message Option on Lead Add/Edit... 5 Send Text Message Option on Lead Views... 6 Calendar Event SMS Reminder to Lead... 6 Timezone Protect... 8 Archive SMS Messages SMS Messages no Longer Logged as Actions SMS Reply Notification Modified SMS Logging Advanced SMS Text Messaging 18.2 LeadManager Page 2

3 Velocify now provides a new advanced SMS text messaging feature in 18.2 LeadManager that includes the following enhancements for clients who have SMS Messaging enabled on their system: Automated SMS: Bulk texting (new: short code/opt-in) Individual texting (long code/individual texts) New: SMS Messenger Window Delivers direct rep to lead text messaging and more instant access for prospect to communicate with rep, by keeping the workflow within their main screen Seamlessly integrated click-to-text window pops up within LeadManager Priority View. Personalized by sales rep, not spam texting. SMS Activity Logging/Reporting Try Before You Buy model Unlimited Texting (part of Unlimited Communications Package): Unlimited Mobile Number Validation New Text Messages Window on All Pages A window is now available at the bottom of every Velocify page for you to conduct text message conversations with your leads. Text messages that you have sent to leads or received from leads are also listed in the window. You can click a conversation in the list to view it and reply LeadManager Page 3

4 18.2 LeadManager Page 4

5 You can also open a new chat window for a specific lead by clicking the SMS icon for the lead. Send Text Message Option on Lead Add/Edit You can also open a new SMS window for a specific lead from the Lead Details screen by clicking the Options button, and then clicking Send SMS Message. Clicking this option opens a new SMS conversation with a lead in the messenger window LeadManager Page 5

6 Send Text Message Option on Lead Views The Send SMS Messages icon has been added to the following lead view pages: Normal View Priority View Prospect View Manage Leads from report results Clicking this icon opens a new SMS conversation with a lead in the messenger window. Calendar Event SMS Reminder to Lead A new option has been added to the Add/Edit Calendar Event page in the reminder section so you can send an SMS reminder to the lead. You can select how far in advance (relative to event start time) you want an SMS to be sent. You will be prevented from selecting a time that does not meet the allowed time range in SMS timezone protect as configured by your administrator. The content of the reminder message is controlled by the administrator as well LeadManager Page 6

7 18.2 LeadManager Page 7

8 Timezone Protect Velocify now offers timezone protect which enables your administrator to prevent you from sending text messages to leads outside of a specific time range (based on the lead s timezone). The administrator will determine when text messages can and cannot be sent to a lead. If you attempt to send a text message to a lead outside of the configured time range, you will be alerted that the lead is outside of timezone protect range and you will be prevented from composing and sending the text message LeadManager Page 8

9 18.2 LeadManager Page 9 Your administrator can enable you to override the configured timezone protect range. If you are granted this permission, you will still be alerted that you are sending a message outside of the timezone protect range, but you will be permitted to compose and send the message.

10 Archive SMS Messages When you have a message listed in the message window that is no longer a priority, you can archive the message (and remove it from this list) by clicking the Archive icon. You can always retrieve this conversation later if you like. Text messages with the lead are stored in the History table on the Lead Details window. Select the SMS option to view these messages. In addition, in the message window, you can start a new conversation, and then type the name of the lead in the To: field. The archived message will display. Click the message to open it and view and reply as needed LeadManager Page 10

11 SMS Messages no Longer Logged as Actions SMS activity will no longer be logged as actions. All SMS activity is now logged on the Lead Add/Edit page in the History section under the SMS radio button. SMS Reply Notification If a lead sends an SMS reply to their assigned user when the user is not logged into Velocify, then the following notification will be sent to the user: -- From: p{leadphone}@txt.securesend.org To: {User. } Subject: Velocify SMS Reply Received Body: {User.Name.Full}, Unread message in Velocify: {SMS Last Received} From: {Lead Full Name} {Lead address} Click here to log into Velocify or reply to this to respond. If you are no longer the assigned user, your reply will not send. -- A Click here link is also provided in the , which takes the user to that lead's Add/Edit page. (You will be prompted to log in before being taken to the Add/Edit page.) The messenger at the bottom of the screen then opens to that lead's conversation. This same will be used if an SMS template sends to a phone number that is not a Primary Contact phone number. In that case, no SMS activity will appear in the window and all correspondence for the user to the phone number will be through this LeadManager Page 11

12 Modified SMS Logging A new radio button has been added to the History section of the Lead Add/Edit page called SMS Marketing. This shows the conversation history between the user and the lead. The SMS exchange will no longer appear in the Actions and Actions & Logs radio button as action entries. Outbound messages (coming from the user sending to the lead) will have a white background. Inbound messages (coming from the lead to the user) will have a blue background. The format of the log entry for an outbound message is: From: Agent name hover to see the phone number it was sent from To: Lead phone field name hover to see the actual phone number sent to Body: Body of message sent Date: Date/Time of message sent Status: Message sending status The format of the log entry for an inbound message is: From: Lead phone field name hover to see the actual phone number sent to To: Agent name hover to see the phone number it was sent from Body: Body of message sent Date: Date/Time of message sent Status: Message sending status Available statuses are: Delivered checkmark. This means that the message was sent and delivered successfully. Error triangle with exclamation point. This means that an error occurred when sending or receiving the message. Hover over the symbol to see what the error was. Queued arrow pointing right. This means that the message is scheduled to send, but has not yet. Accepted up carrot. This means that the lead phone number has been confirmed as a valid SMS phone number LeadManager Page 12