Overview
inTouch is the communication hub of Insellerate. You can create contact strategies to better communicate and build relationships with the leads via the following methods:
Email
Ringless Voicemail (RVM)
SMS
Webhook
Permissions
Permissions are required to access this feature. See the/wiki/spaces/INSPT/pages/981434369for details.
InTouch 3.0: Org and Role Level
Individual permissions for each action type: SMS, RVM, Webhook, Email
Limits
The system limits the maximum number of emails, RVMs, and SMS messages that can be sent daily. These limits are set at the organization level as a layer of protection and are in place to protect your number and domain reputation against accidental sends to large data sets. The daily limitations are set at:
Email: 100,000
SMS: 10,000
RVM: 10,000
Main Grid
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The inTouch main grid is located under the inTouch tab on the main navigation bar.
A new inTouch path can be added using the Add button at the top left-hand corner of the inTouch main grid. See the Path Setup article for more details.
An inTouch path can be inactivated for later use instead of being deleted.
An inTouch path can be edited or deleted through the inTouch main grid.
The maximum number of inTouch paths that can be created per organization is 35. When a path is marked 'Inactive,” it will not count toward the total of 35 allowed paths.
SMS and RVM queued to be sent outside of the TCPA state-level hours are rescheduled to be sent the following day within the next available TCPA hours.
The picture uploaded to the User Profile will be available on inTouch engagements. For AgentConnect clients, the image will also be available in AgentConnect.
Columns
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Column Name | DescriptionColumn Filter Type | |
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Active | Indicates whether the inTouch path is active | Multi+search |
Task Template | Displays the name of all the task templates within the inTouch pathMulti+search | |
inTouch Campaign | Displays the name of the inTouch campaign the path is a part of | Multi+search |
Name | Displays the name of the inTouch pathMulti+search | |
Description | Displays any description added to the inTouch pathMulti+search |
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inTouch Template - Paths and Tasks
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