The customer exclusion setting can block some or all types of communication to a customer. CallPotential users can set exclusions in an account or they can also be automatically set when a customer replies "stop" to a text message. This guide explains how to understand and set exclusions for customers.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) Exclusion Status - From the Customer card, click to access the Exclusions popup. Depending on the Customer’s current exclusion status, this might read Full, Partial, or None.
- None - This means no phone numbers on the account have been excluded.
- Partial - This means at least one, but not all numbers on the account have been excluded.
- Full - This means all numbers on the account have been excluded.
Exclusion Options - Note: All of these options are independent of each other. Enabling or disabling one option does not impact the others.
- (B) Bankruptcy - Customers who are going through bankruptcy should not get any Collection workflow communication in any form (phone, text, or email) either manual or automatic. If a Customer informs you they are going through a bankruptcy process, click to toggle this on. When this is enabled, no collection workflow communication will be sent; however, you are still able to communicate with the Customer outside of the workflow. This applies to the Customer across all of their phone numbers & locations where they have a record.
- (C) Disable Texting & Auto Calls - Click to enable this exclusion option if the Customer tells you they do not want auto calls or any texts sent to their number. When this is enabled, no collection text or auto calls will be sent to any phone numbers associated with the Customer’s account. Text and auto calls will be skipped in the Collection workflow. Manual workflow calls and non-workflow texts and emails will still be allowed.
- (D) Disable Auto Communications - Click to disable automatic communications to all the phone numbers & email addresses associated with the Customer’s account. Auto workflow steps will be skipped while manual workflow calls, texts and emails will still be allowed as well as all forms of non-workflow communication.
- Exclude Individual Phone Numbers - This area lists all phone numbers associated with the Customer record and provides a visual guide to what individual phone numbers have been excluded by either the Customer or the location user. Note: This portion is number-specific. It is possible to exclude one number in the Customer record and not others. The system will exclude the selected phone number and continue communicating with the other number(s) as normal, depending on what is selected in (B), (C), or (D).
- (E) By Customer - This checkbox becomes selected if a Customer replied “Stop” to an inbound text. No user involvement is necessary. When selected, it will show the date and time the “Stop” message was received and will list the Customer’s name, further indicating it was Customer initiated. This area cannot be edited by the user.
- (F) By User - This can be checked in one of two ways. Customer text permissions are initially covered in the lease agreement process. Additionally, this can be manually selected by the user when talking with the Customer once they have an established record in the system. Note: Lead Exclusions do not carry over during the Move-in process.
Exit
- (G) Close - There are no extra saving steps needed when making edits in this popup. When you’ve finished, click to close the popup and return to the full screen Customer card.
