Users Management
System enables its agency users to perform various actions to manage its users. Cancel the Subscription: Agency admin users can cancel subscription of its users at any time which will delete the user from the system. Create A Magic Link: Agency admin users can create magic links for each user for its team to actively…
Personalize
System provides all the tools in this section to set up personalized messages for better communication with prospects to increase conversion rate. To improve the communication further users can design messages and add more value by adding personalized images and GIFs. Templates This section facilitates the users to save time by composing different message templates…
Generic Template
These templates are system provided templates which are not editable, but users can make changes once the template is selected and loaded in the message user can make changes according to business needs by adding dynamic placeholders and personalized images and GIFs. Once the changes are done according to the business needs the message can…
User Templates
System saves the user defined/composed messages under this section. Users can access these templates during the campaign creation. Users can add new user templates by clicking the Add new button at the top right corner of the template section, and select the category where the user wants to save the template. After selecting the category…
Agency Templates
Agency owners can compose/create new templates which can be used only by the users of that agency. Templates created will have the same capabilities just like user templates with the only restriction that agency users can not make changes to the templates. This section is also divided into following categories. Sales Marketing Recruitment PR Outreach…
Saved Replies
System provides a time saving functionality for its users to save a set of common messages in the system that the user can send to the prospects often. Under the personalize section is the saved replies section where users can manage their saved replies. Users can search in already saved replies and create new ones…
Placeholders
This section allows the user to manage their placeholders for the personalization of message composing and templates. Every placeholder has a key and a value which users can either upload in bulk in CSV format or create one by one manually. When every user needs to put some text repeatedly and has to type again…
Tags
Users can mark prospects as per their need and can later use that marking for classification purposes. System has provided predefined tags but users add more tags as per their business requirements. Users can click on the add tag and the new tag will add to the section where the user needs to provide a…
User Stats
System shows agency users’ stats to Agency admin users in this section. In this section Agency admin users can track users’ active campaign progress and performance along with the information about the queues and number of prospects in their active campaigns. System shows a settings icon for each user which redirects agency admin users to…
Reporting
System shows active campaign stats under the reporting section. System shows stats for the last active campaign created by default but users can change by selecting the campaign from the dropdown menu at the top right corner, and can change the reporting time duration by selecting 7 days, 14 days or 30 days for the…