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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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