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Other fields on the card include the Location Address, the state and city, postal code, location email, and website. You will also be able to load images for your location, that you can also use by calling on a system variable elsewhere in the system. Simply click the "Upload Images" link on the right side of the card and use the uploader form. Once you are finished with this tier, go ahead and click the "Next" button.
5. Sheet Assignments
The next tier is the Sheet Assignments menu. The fields are as follows:
1. Lead Capture Card : The default lead form you would like for this location- The Lead form to be used by default for this facility
2. Script Lead Card : The default lead script you would like for this location- The Lead script to be used by default for this facility
3. Customer Card :- The default customer card you would like to be used by default for this locationfacility
4. Location Gradesheet :- The default location gradesheet (Performance Manager)gradesheet to be used for evaluating this locations performance
5. Employee Gradesheet :- The default employee gradesheet (Performance Manager)
6. Tags & Variables: Tags will appear, for reference, at the top right corner of lead cards. Clicking Variables will pop up the custom variable editor
7. Follow up Rule: The default follow up workflow for the location
8. Collection Rule: The default collection workflow for the location
9. Call Routing Rule: The default call route for the location
10. Override Tracking Number: Whether you would like the displaying phone number when doing outbound calls to customers/leads to display as the number the customer/lead originally called (Dynamic) or a specific tracking number
11 Primary: To select whether you would like to use the lead script or the lead form (see points 1 & 2)
12. Card Assignments: This link opens up a lite window where you can select a different lead form/script card for each scenario
13. Settings: This link opens up a lite window where you can make Collections-specific modifications to your collections processgradesheet to be used for evaluating calls to/from this location
6. Followup Rule - The default followup rule to be used for this facilities leads
7. Collection Rule - The default collection rule to be used for this facilities delinquent tenants
8. Call Routing Rule - The default call route assigned to this facility for incoming calls
9. Overide Tracking Number - The tracking number to be used for outbound lead calls for this facility (Dynamic will use the tracking number the lead originally called in from)
10. Primary - The lead capture card to be used by default for this facility, either the form or the script (the call route will override what the default is here)
11 Tags - Location specific information, loaded into tags, to be included on the lead card
12. Variables - Define custom variables direct from here so that they are unique for individual locations
13. Card Assignments - When to use the script vs. the form, and which form/script to be used for specific interactions with leads (new and existing)
14. Settings (Followup) - The ability to reset the Followup workflow when the lead's lead type has changed (ie: inquiry to reservation)
15. Settings (Collection) - Set up the Collections manager with site specific features
- Include all phone numbers in Auto Calls - When checked, this will send auto calls scheduled in the collection workflow to all phone numbers listed on the tenant's account
- Include all email addresses in emails - When checked, this will send auto emails scheduled in the collection workflow to all email addresses listed on the tenant's account
- Include all phone numbers in SMS/TXT - When checked, this will send auto texts scheduled in the collection workflow to all phone numbers listed on the tenant's account
- Minimum Balance (In $) - The minimum balance a customer must owe in order for them to be entered into the collections workflow
- Reset Collection upon Payment? - Upon any payment (in this case, partial), checking this box will reset the collections workflow for the tenant to the beginning
- AutoPay Text - The text that will appear in the auto pay enrollment box when a customer clicks on the pay link to make a payment. Removing all text from this box hides the auto pay enroll check box
- Exclude payment link after - In days, how many days past due a tenant must be before the payment link is deactivated from being used for the tenant to pay with (as well as being removed from the texts/emails)
- Batch Events - The number of collection events to go out in a single run (ie: if 100 collection events are scheduled and you enter 25 in this field then they will get broken into 4 batches of 25 to be sent every hour starting with the time the event is scheduled)
- Convenience Fee - Payment Portal - The convenience fee to be paid by the tenant when a payment is processed by the manager or call center representative through CallPotential
- Convenience Fee - Phone Payments - The convenience fee to be paid by the tenant when making a payment through the Pay by Phone system
- Convenience Fee - Customer Entered Payments - The convenience fee to be paid by the tenant when making a payment through a pay link
- Use all numbers for Pay by Phone - When the customer is calling into the pay by phone system, the system will automatically look up by primary phone number. If you wish to have the system look up by primary and mobile number, you will want to check this box
- Save credit card info - Saves the credit card info to management software when a payment is submitted with that card through CallPotential
- Allow previous card - Allows the user (manager or tenant) to select a previously used card to submit a new payment with (must re enter the CSV)
After you're finished filling out all the appropriate fields here, you will want to click the "Next" button at the bottom of the card.
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9. Add Tracking Numbers & Save
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The final step (for non-integrated/DoorSwap users) in setting up your location will be to add any additional tracking numbers. If you want to learn more about setting up tracking numbers for your location, please refer to the "Acquiring a Tracking Number" guide. You can now click either "Save" or "Finished" if you are non-integrated, or "Next" if you are integrated to carry on to the next tier.
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10. API Settings (Domico/CenterShift/QuikStor)
The final step for Domico, QuikStor and Centershift users is the API Settings tab. This will include information and settings that are specific to your integration. Some of the settings included are:
1. Push or Board Rate - With this field, you will be able to select whether you would like to display the push rate or the board rate from your management software
2. Round Board/Push Rate - By checking this, you will elect to round the rate to the nearest whole number
3. Max Reservation Length - The maximum amount of time that a unit can be reserved, in days
4days a reservation will remain active before expiring (cancelling)
2. Is Inquiry Type Required? - By checking this, you will require managers to enter an inquiry type
5 If the Inquiry Type field should be required to be filled out when creating a lead
3. Can rent unavailable Unit? - By checking this, you will give your managers the The ability to select units a unit that are currently not available
6. Restrict rate adjustment? - By checking this, you are restricting your managers from making adjustments the the unit rate
7. Enable Reservation Payment? - By checking this, you are enabling the ability for managers to take payment for a reservation fee
8is currently occupied by another tenant, when creating a lead
4. Enable Reservation Payment? - The ability to take reservation payments via the "Pay Fee" link on a lead card (Reservation amount comes from the API)
5. Restrict rate adjustment? - The ability to turn on/off rate adjustment for agents/employees/managers when creating leads
6. Default Available Filter On? - Defaults the "available units" filter as on, in the lead card, so that only available units show When this is checked, only available units will display by default on the inventory list (the checkbox can still be toggled above the inventory list)
7. Round Board/Push Rate - Round the Board or Push rate instead of pulling the exact dollar amount from SiteLink (ie: 4.50 instead of 4.51)
8. Restrict ability to mark lead as Rented? - The ability to prevent users from marking a lead as rented manually (via the drop down), instead of letting the system handle marking leads as rented via API
9. Select Available Unit Types - By clicking this link, you will be able to select the types of units you wish to make available in CP Check which unit types should display in CallPotential (Unit Types are designated in their management software)
10. Push or Board Rate settings - What rate type should display depending on where the user is looking (the call center agents, webapp, or ThinClient employees)
11. Move in Options - Options for the Move In process in CallPotential (see below)
- eSign Enabled - Enabling eSign as the lease load type for the move in process (CenterShift only)
- Payment failure email template - The email template to be used for failed payments through the rental process
- SMS Template - The SMS template to be used for the lease portion of the rental
- Email Template - The Email template to be used for the lease portion of the rental
- Move in fields - Here you will select the fields that will be required to be filled out for the rental to take place, versus the fields that are optional
Once you have finished updating all your API settings, you are ready to click either the "Save" or "Finished" buttons, and your new location with be created!
11. API Settings (SiteLink)
The final step for SiteLink users is the API Settings tab. This will include information and settings that are specific to your integration. Some of the settings included are:
1. Push or Board Rate - With this field, you will be able to select whether you would like to display the push rate or the board rate from your management software
2. Round Board/Push Rate - By checking this, you will elect to round the rate to the nearest whole number
3. Max Reservation Length - The maximum amount of time that a unit can be reserved, in days
4Max Reservation Length - The amount of days a reservation will remain active before expiring (cancelling)
2. Is Inquiry Type Required? - If the Inquiry Type field should be required to be filled out when creating a lead (iSource value in SiteLink)
3. Is Marketing Source Required? - By checking this, you will require your managers to select a marketing source If the Marketing field should be required to be filled out when creating a new lead
5(mSource value in SiteLink)
4. Is Marketing Source Un-editableEditable? - By checking this, the marketing source will be un-editable after the manager initially sets it
6. Is Inquiry Type Required? - By checking this, your managers will be required to select an Inquiry type when creating a new lead
7. Can rent unavailable Unit? - By checking this, you will give your managers the ability to select units that are currently not available
8. Restrict rate adjustment? - By checking this, you are restricting your managers from making adjustments the the unit rate
9. Enable Reservation Payment? - By checking this, you will give your managers the ability to take a reservation payment through CallPotential
10. Default Available Filter On? - By checking this, you will default the unit display on the lead card to only show available units
11. Select Available Unit Types - By clicking this link, you will be able to select the types of units you wish to make available in CP
12. Select Available Unit Specials - By clicking this link, you will be able to select the types of units you wish to make available in CP After the Marketing field has been set, if the marketing field can be changed by the manager/agent
5. Select unit based upon time vacant? - Select unit for a lead (when not manually designated) based on time since that unit has been occupied (if off, will pull first unit in numerical order)
6. Can rent unavailable Unit? - The ability to select a unit that is currently occupied by another tenant, when creating a lead
7. Enable Reservation Payment? - The ability to take reservation payments via the "Pay Fee" link on a lead card (Reservation amount comes from SiteLink API)
8. Restrict rate adjustment? - The ability to turn on/off rate adjustment for agents/employees/managers when creating leads
9. Default Available Filter On? - When this is checked, only available units will display by default on the inventory list (the checkbox can still be toggled above the inventory list)
10. Round Board/Push Rate - Round the Board or Push rate instead of pulling the exact dollar amount from SiteLink (ie: 4.50 instead of 4.51)
11. Restrict ability to mark lead as Rented? - The ability to prevent users from marking a lead as rented manually (via the drop down), instead of letting the system handle marking leads as rented via API
12. Can rent reserved unit? - The ability to select a unit that is currently reserved by another lead, when creating a lead (See Setup #20 for restriction by role)
13. Update followup date with workflow? - Update the SiteLink followup date according to the CallPotential workflow
14. Hide marketing field? - Hide the Marketing field from the lead card
15. Hide inquiry type field? - Hide the Inquiry Type field from the lead card
16. Select Available Unit Types - Check which unit types should display in CallPotential (Unit Types are designated in SiteLink)
17. Push or Board Rate settings - What rate type should display depending on where the user is looking (the call center agents, webapp, or ThinClient employees)
18. Select Available Unit Specials - Check which special types should display in CallPotential (Special types are designated in SiteLink)
19. Move in Options - Options for the Move In process in CallPotential (see below)
- Rental Period Length - how long one billing cycle is for a new move in (28 days vs monthly)
- eSign Enabled - Enabling eSign as the lease load type for the move in process
- Default Keypad Zone - The default keypad for the gate to be used (this will be designated as all keypads)
- Default Timezone - The default access hours for the unit (business hours vs 24 hour access)
- Gate Code - How the gate code will be generated when a rental is performed (either random or via the tenants phone number)
- SMS Template - The SMS template to be used for the lease portion of the rental
- Email Template - The Email template to be used for the lease portion of the rental
- Move in fields - Here you will select the fields that will be required to be filled out for the rental to take place, versus the fields that are optional
20. Setup - When can rent reserved unit is un-checked, this will appear to allow you to check which roles can create a lead for a unit that is already reserved
Once you have finished updating all your API settings, you are ready to click either the "Save" or "Finished" buttons, and your new location with be created!