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inTouch Summary

inTouch Summary

Owned by Romina Chu (Unlicensed)
Last updated: Oct 25, 2024 by Rebecca Kornblum
2 min read

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

  • SMS

  • Webhook

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:

  • Email: 100,000

  • SMS: 10,000

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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  • 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 messages 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

Column Name

Description

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

 

  • 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.