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:

Permissions

Permissions are required to access this feature.

Limits

The system limits the maximum number of emails and SMS messages that can be sent daily. These limits are set at the organization level as a layer of protection. They are in place to protect your number and domain reputation against accidental sends to large data sets. The daily limitations are set at:

If you plan to dramatically increase your use of emails or SMS, discuss the best implementation path with your Customer Success Manager. An example might include warm-up periods for your email ramp-ups.

Main Grid

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Columns

Column Name

Description

Active

Indicates whether the inTouch path is active

Task Template

Displays the name of all the task templates within the inTouch path

inTouch Campaign

Displays the name of the inTouch campaign the path is a part of

Name

Displays the name of the inTouch path

Description

Displays any description added to the inTouch path


inTouch Template - Paths and Tasks