Setting Up Custom Fields Before diving into the survey and trigger setup, it’s crucial to establish a custom field for the lead value. Here’s how to do it: Creating and Integrating Surveys Once your custom field is ready, the next step involves creating a survey that will capture the necessary information to update the lead ..
Category : Settings
A branded domain is essentially a custom domain that represents your brand in your CRM communications and landing pages. It replaces the default domain provided by the CRM with one that is more recognizable and trusted by your audience. Setting up a branded domain can significantly enhance your brand’s professionalism and credibility. Step-by-Step Guide to ..
The Alternate Timezone feature is a crucial tool for businesses that operate in multiple time zones or have a customer base spread across various regions. It allows for greater flexibility in scheduling appointments, ensuring that both the business and the customer can choose the most convenient time for their interaction. Understanding how to toggle this ..
Validating phone numbers in the CRM is a straightforward process that can significantly improve the delivery success rate of your SMS campaigns. Here’s how to do it: Accessing Your Sub-Account: Navigating to Business Information: Enabling Phone Number Validation: Setting Up Workflow Triggers: Important Considerations Troubleshooting Tips Frequently Asked..
Setting Up the Missed Call Text Back Feature The missed call text back feature is a powerful tool that automatically sends a customized text message to callers who don’t get through. Here’s how to set it up: Navigate to the Feature: Scroll to the bottom right of the Business Profile to find the missed call ..
Understanding the Importance of SMS Opt-In Campaigns SMS marketing is a powerful tool for businesses due to its high open rates and immediate engagement. Text messages are opened 80% more often than emails, usually within the first three minutes of receipt. This section explains why and how businesses, such as restaurants, can use SMS opt-in ..
Make SMS Compliant: This setting automatically applies compliance measures to your SMS campaigns, such as including opt-out instructions in your messages. It’s essential to have these checked to avoid legal issues and maintain your audience’s trust. Make Email Compliant: Similar to the SMS compliance setting, this ensures that your email campaigns include necessary elements like ..
Understanding Duplicate Opportunities Activating the ”allow duplicate opportunity” setting allows you to add the same contact to a pipeline more than once, facilitating better management of repeat business opportunities. Implementing Duplicate Opportunities Step-by-Step Guide Enable the Feature: Adding a Duplicate Opportunity: Using Workflows for Duplicate Opportunities: Practical Applications This feature is invaluable for businesses that ..
Before diving into the creation of templates and automations, it’s crucial to set up WhatsApp integration correctly. Here’s how to get started: The setup process is straightforward, requiring minimal technical knowledge. Creating WhatsApp Templates Templates are pre-designed messages that you can send to your contacts. To create a new template: 3. Enter a template name ..
How To Use Custom Values In this article, we’ll show you how you can set up custom values in your platform. To start Click Settings in the left menu and navigate to Custom Value. This is where you’ll be able to create custom values for your company details, offers, logos, and much more. Click Add ..