Settings and activity
32 results found
-
1 vote
An error occurred while saving the comment 
Randyl Walters
shared this idea
·
-
16 votesRandyl Walters
supported this idea
·
-
16 votesRandyl Walters
supported this idea
·
-
3 votesRandyl Walters
supported this idea
·
-
20 votesRandyl Walters
supported this idea
·
-
68 votesRandyl Walters
supported this idea
·
-
10 votesRandyl Walters
supported this idea
·
-
1 vote
An error occurred while saving the comment Randyl Walters
commented
See also forms and CTA blocks.
Randyl Walters
shared this idea
·
-
57 votesRandyl Walters
supported this idea
·
-
5 votesRandyl Walters
shared this idea
·
-
4 votes
An error occurred while saving the comment Randyl Walters
commented
This could also be accomplished by creating a smart plan format whereby the smart plan is scheduled to run at set intervals regardless of when a contact is added to it. Thus if A+W creates call tasks for all A+W tags, it will run every quarter. Any new contacts added with the A+W tag will not start immediately, nor will the agent have to look up the DTD2 schedule and select the appropriate time to start, it will be added to the smart plan immediately, but will not RUN until the designated date. That may be a simpler way to solve the problem.
An agent could then create a smart plan such as this for each activity they would choose to do.
Additionally, if there were a way to add tags to steps in a smart plan, then if they choose to set up calls, they need only set up 12 steps for the first quarter and then repeat it quarterly. All DTD2 calls could be completed on one step.
The same functionality could be added for other tasks as well. Let's say an agent wants to send a holiday greeting. As it stands, if the greeting has a text and an email step, it will throw off an error for those contacts who don't have a phone number or those who do not have an email. What if you were able to add contacts with the "has phone number" tag to the call step and contacts with the "has email" tag to the email step? This is the same function within the larger function - it's like nesting one smart plan functionality inside the other so to speak.
Randyl Walters
supported this idea
·
-
1 voteRandyl Walters
shared this idea
·
-
12 votesRandyl Walters
supported this idea
·
-
1 voteRandyl Walters
shared this idea
·
-
24 votesRandyl Walters
supported this idea
·
-
33 votesRandyl Walters
supported this idea
·
-
3 votesRandyl Walters
supported this idea
·
-
5 votesRandyl Walters
supported this idea
·
-
36 votesRandyl Walters
supported this idea
·
-
7 votesRandyl Walters
supported this idea
·
For lead generation - the most important block is a CTA and we have nothing that we can even remotely format to look like this. The styling in Rich text doesn't work - if you add an image and align it left or right, then add a heading and body, it can work, depending on the device, but the text will scroll and the spacing is very finicky.
Also, many of the blocks don't work right across all platforms. For instance, if you add a title to a rich text field and then view it in mobile, it is actually smaller than the paragraph! Looks terrible. Add a headline to the body and use h2 formatting - it shows up right. This does not happen in other views - desktop and tablet are ok. Only mobile is messed up, but looking good in mobile is integral. If only one view can look good - it has to be mobile.