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 are required to access this feature. See the /wiki/spaces/INSPT/pages/981434369 for details.
InTouch 3.0: Org and Role Level
Individual permissions for each action type: SMS, RVM, Webhook, Email
Main Grid
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.
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.
Columns on the inTouch Main Grid
Column Name | Description | Column Filter Type |
|---|---|---|
Active | Indicates whether the inTouch path is active | Multi+search |
Task Template | Displays the name of all the task templates within the inTouch path | Multi+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 path | Multi+search |
Description | Displays any description added to the inTouch path | Multi+search |
inTouch Template - Paths and Tasks
An inTouch template consists of one inTouch path.
An inTouch path can consist of up to twenty tasks. It must contain at least one task to be successfully created.