Articles
How to Utilize Email Communications in Records in Gridlex Zip?
Once a record is created, multiple conversations may ensue, such as updates on record status, requests for additional information, or other relevant discussions. So, how can you effectively monitor these communications? The email communications feature in records allows you to seamlessly manage and view all associated email interactions for a specific record. Refer to this guide to learn how to manage your email communications within records on the Gridlex platform. Step 1: Log in to your Gridlex App Suite account and click on the "Records" option under the Zip tab. Step 2: Click on the Record ID or Record Subject of the record you want to view communications for. Step 3: Click on the “Communication” tab to view the previous email communications for this record. Step 4: Click on the email thread you want to view. Step 5: Now, you can view the communication of your selected email thread. You can reply to or forward the email by clicking on “Reply” and “Reply all” or “Forward.” Note: Whenever you want to view email communications, you can come to this tab and access them. Step 6: If you want to start a new conversation, hover over the “Communication” tab and click “New Conversation” to create a new email thread. Step 7: Now you can draft your email, and once done, click “Send.” Note: While drafting your email, don't change the record subject; changing it will create a new record. This will create a new thread, which you can view in the Communications tab. Congratulations! You have learned how to utilize email communications in Records in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:08 a.m.
How to Create Message Snippets in Gridlex Zip?
Frequently sending emails and SMS to customers and clients can become a time-consuming task, especially when you often send similar messages that contain repetitive text. So, how can you streamline this repetitive process? The Message Snippets feature in Gridlex Zip is designed for just that. This feature allows you to save frequently used texts and use them in email and SMS campaigns. Refer to this guide to learn how to create message snippets in Gridlex Zip and save valuable time in your communication processes. Step 1: Log in to your Gridlex App Suite account and click on the "Zip Helpdesk Settings" option under the Enterprise Admin tab. Step 2: Click on “Message Snippets” from the “Message Templates Configuration.” Step 3: Click on “Create Message Snippets.” Step 4: Add the message snippet name. Step 5: Next, add the template tags. By selecting a template tag, you can import contact details from the CRM. For example, here we have selected {{User.first_name}}; this tag automatically inputs a contact's first name from the CRM, eliminating the need for manual entry each time. This feature is a great asset for sending bulk emails or running campaigns. Step 6: Add the body of the message snippet. Once done, click “Create Snippet.” You’ve successfully created a snippet in Gridlex Zip. You can use the message snippet while sending emails and messages. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 7, 2023, 6:58 a.m.
How to Organize and Sort Labels in Gridlex Zip?
Sorting labels in a helpdesk system are crucial for maintaining an organized and efficient workflow. It allows users to quickly and easily find and manage information, reducing confusion and errors. Properly sorted labels also improve the overall user experience, making the information more accessible and easier to navigate. By sorting labels, you can streamline workflows, enhance productivity, and ensure everyone is on the same page. We'll demonstrate how to organize and sort labels in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:02 a.m.
How to Create an Inbox, Manage Email Connections, and Inbox Permissions in Gridlex Zip?
In Gridlex Zip, users have the flexibility to create multiple inboxes allowing you to categorize and separate support requests based on different criteria, such as departments or customer segments; this makes it easier to manage and prioritize support requests. In addition, managing multiple inboxes from one centralized location can help you streamline your customer support processes, increase your team's efficiency, and provide valuable insights into your customer support performance. By consolidating all your email accounts into one platform, you can respond to customer inquiries more quickly and effectively without constantly switching between different email accounts. Follow the steps below to create an inbox, manage email connections, and set inbox permissions in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click 'Zip Helpdesk Settings' under the Enterprise Admin section in the navigation menu. Step 2: Click on 'Create Inbox' under the Inbox Settings section. You will now be directed to the inbox creation page. Step 3: Enter the desired inbox name, select the inbox time zone, and add a description for the inbox (optional). Once done, scroll down. Step 4: Here, you can define rules for automatically adding contacts to the CRM. Check all the boxes that match your desired criteria. Continue scrolling down to finish setting up. Step 5: In this section, you can set rules for automatically adding organizations to the CRM. Choose the desired criteria and click ‘Create’ to finalize. Now you have successfully created an Inbox in Gridlex Zip. Step 6: Upon completion of ‘Step 5’ you’ll be redirected to the Email Connection page. Click on ‘Add New Email Address Connection’ to add your email connection. Step 7: Choose between creating a new Gridlex Mail address or selecting an existing one. Fill in the desired email address and sender name. If mapping your email, enter your address in the given field. Check the necessary boxes and click on 'Add'. Note: For utilizing a non-Gridlex mail, your chosen email address (e.g., help@YourDomain.com OR Yourname@YourDomain.com) should undergo a verification process. The subsequent steps will guide you through this procedure. Step 8: Click ‘Check Email Verification’ Step 9: Click ‘Verify.’ An email containing the verification link will be sent to your email address. Step 10: Open your email, and find the verification mail to complete the process. Step 11: Click the link in the mail Step 12: You’ll be redirected to the email verification status page. Once you see “Email Address Verified!” message, you can close this page and continue with the next step. Step 13: On this page, hit the reload button. Step 14: You will now see that your email address is verified. Step 15: Click ‘Check Forwarding Email’. This will trigger the instructions on how to add a forwarding email address. Note: The following instructions are an example of setting up email forwarding for Gmail users. You can skip to Step 26 once you have set up forwarding, to see the status. Step 16: Go to your Gmail, and go into settings. Step 17: Click ‘Add a forwarding address.’ Step 18: Enter your Gridlex Mail address here and click ‘Next’ Step: 19: Click ‘Proceed.’ Step 20: A confirmation link will now be sent to your Gridlex Mail inbox. Step 21: Open the confirmation email sent to your Gridlex Mail inbox. Step 22: Copy the confirmation code and return to your Gmail settings. Step 23: Paste the confirmation code in the field as shown below, and click ‘Verify’ Step 24: You’ll see the following message if the code you entered is valid. Step 25: Select the option as shown below and click ‘Save Changes.’ Step 26: Return to the verification page, click ‘Verify,’ and refresh the page. Step 27: You’ll now see that your emails are forwarded. You can also view a copy of your emails in Gridlex Zip if verified. Step 28: To manage inbox permissions, click on ‘Map Units’ from the top navigation bar. Step 29: On this page, you can specify which units will have access to your inbox. Once you are done checking the desired settings, click ‘Map.’ Congratulations! You have now learned how to create an inbox, manage email connections and inbox permissions. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 6, 2023, 7:30 a.m.
How can Users Utilize Email Templates in Gridlex Zip?
Email templates in a helpdesk system allow users to respond quickly to common customer inquiries and requests through pre-written, standardized responses. This saves time and ensures consistent communication with customers. Users can customize and personalize email templates to meet the specific needs of their support operations and can easily access and use the templates directly from their email inboxes. By utilizing email templates, users can improve the speed and quality of their responses, leading to a better customer experience. In this video, we'll illustrate how users can use email templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 6:55 a.m.
How to Send Emails in Gridlex Zip?
The ability to send and receive emails in a helpdesk system is critical for effective customer support, allowing quick and convenient communication and improving response times and customer satisfaction. Prerequisite: Firstly, you need to have your email account connected with Gridlex. If you haven't done so, please refer to our guide on - How to Create an Inbox, Manage Email Connections, and Inbox Permissions in Gridlex Zip? Follow the instructions given below to learn how to send and receive emails in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click on “Email” located under the Inbox and Omnichannel section. Step 2: This will lead you to your default inbox - "Zolan" for instance, where all incoming emails will be visible. Note: If you want to switch inboxes, simply click on “Choose Inbox” on the right. Then, select the desired inbox. Step 3: In order to send emails, click the compose button on the top navigation. Choose the preferred inbox for sending.. Then fill in the recipient's email, subject, and body. Once ready, hit the “Send” button. Note: Options are available to "Schedule Send" or "Save as Draft". To abandon your message, click “Discard”. Following the steps above will ensure a smooth emailing experience within Gridlex Zip. If you have any questions or encounter any issues, please don't hesitate to reach out. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 5:46 a.m.
How to Manage Ticket Templates and Workflows in Gridlex Zip?
Managing ticket templates in a helpdesk system streamlines support by providing custom field options according the requirements. It helps in collecting the required information in order to solve a ticket. This leads to improved speed and quality of responses, resulting in a better user experience. This video will show you how to manage ticket templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:12 a.m.
How to Prioritize Tickets in Gridlex Zip?
Prioritizing tickets in the helpdesk service address the most pressing and critical issues first, reducing downtime and improving customer satisfaction. It balances the support team's workload, improves response times, and ensures efficient resolution of tickets. Transparency and accountability are improved by providing clarity on prioritization. All tickets are addressed efficiently, avoiding missed or overlooked tickets. In Gridlex Zip, we have custom priorities. Customer is able to make /create their own priorities based on their requirements. This leads to effective and efficient support processes, enhancing customer satisfaction and overall productivity. How to Prioritize Tickets in Gridlex Zip is demonstrated in the video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:15 a.m.
How to Set Up a Phone Connection in Gridlex Zip?
Follow the steps mentioned below to learn how to set up a phone connection in Gridlex Zip. Step 1: Log in to Gridlex and click on the “Helpdesk” tab located under the Zip section in the menu bar. Step 2: After clicking on the "Helpdesk" tab, you will be redirected to the Shortcuts page. Here click on “Buy a Phone Number” located under the inbox management section. Step 3: Fill in all the required details, such as selecting the desired inbox, choosing the country, and specifying the capabilities you want for the phone connection. Once you have filled in the information, click on the "Search" button. Step 4: A list of available phone numbers will be displayed on the page. Browse through the list and select the number that meets your requirements. Once you have chosen the desired number, click on the "Buy" button to initiate the purchase. Step 5: You will be prompted to name the phone connection. Enter a suitable name and then click on the "Confirm Buy" button to complete the purchase. Congratulations! You have successfully set up a phone connection in Gridlex Zip. You can now make and receive calls using the purchased phone number. If you’re wondering how to make calls in Gridlex Zip, click here. If you encounter any issues during the process or have any further questions, feel free to reach out to the Gridlex support team at apps@gridlex.com.
Published | Aug. 23, 2023, 8:46 a.m.
How to Send and Receive SMS in Gridlex Zip?
In a helpdesk system, sending and receiving SMS is crucial for providing efficient and effective customer support. It helps organizations to communicate with customers in real time and improve response times, customer satisfaction, and overall productivity by enhancing communication, providing a convenient support channel, and integrating with other support channels. In this video, we will show you how to send and receive SMS in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:10 a.m.
How to Use Predictive Dialer in Gridlex Zip?
A Predictive Dialer in a helpdesk streamlines support processes, reducing wait time and increasing the number of calls made by agents. It helps improve customer satisfaction by reducing missed and abandoned calls and connecting agents to the right customers. Real-time reporting and analytics provide insight into call activity and agent performance. The Predictive Dialer is a valuable tool that helps organizations provide effective and efficient customer support, enhancing customer satisfaction and overall productivity. We will show you how to use the predictive dialer in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:19 a.m.
How to Effectively Manage Statuses in Gridlex Zip?
Managing statuses effectively in a helpdesk system is crucial for tracking tickets' progress, maintaining clear communication with stakeholders, improving accountability and transparency, ensuring tickets are addressed in priority order, and providing a clear picture of the support team's workload. Customer can create statuses according to the requirement. Proper management of statuses leads to improved efficiency, enhanced customer satisfaction, and effective addressing of customers' needs. The video will show how to manage statuses effectively in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:22 a.m.
How to Create Sites in Gridlex Zip?
Creating a site within a helpdesk system is important for improving customer satisfaction and providing efficient customer support. The site can showcase information about products and services and provide support resources, reducing the need for support teams to handle routine inquiries. This leads to improved communication and better customer experience. Organizations can provide better support and effectively manage customer inquiries by having a site. This video will show you how to create sites in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:25 a.m.
How to Sign Up For Gridlex Zip?
Signing up for Gridlex Zip is easy and straightforward. First, visit the Gridlex Zip website and click the “Sign Up” link at the top of the page. On the next screen, enter your email address, password, etc. Once you’ve completed the form, click the “Sign Up” button to create your account. From there, you can explore Gridlex Zip’s features, such as Call, SMS Text, Email & More from unified CRM & Customer Service Help Desk Software. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:27 a.m.
How to Utilize Voice Broadcast feature for Efficient Customer Support?
The Voice Broadcast feature is crucial for efficient customer support, allowing organizations to quickly reach many customers or stakeholders. It automates the delivery of important information or notifications, improving response times, communication, and customer satisfaction. The feature saves time and reduces manual effort by automating voice message delivery, providing a powerful and efficient way to communicate with customers and stakeholders, improving response times and customer satisfaction, and reducing the time and effort required to support customers effectively. In this video, we'll demonstrate how to use Gridlex Zip's Voice Broadcast feature for effective customer support. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:06 a.m.
How to Create a Ticket in Gridlex Zip?
A ticket in a helpdesk system is used to track and manage customer inquiries and requests for support. It serves as a central repository of information and communication between the customer and support team, allowing for efficient and organized resolution of issues. Using a ticket system enables the support team to prioritize, categorize, and resolve requests in a timely manner, providing a better overall customer experience. This video will demonstrate how to create a ticket in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:31 a.m.
How to Manage Multiple Sites in Gridlex Zip?
Managing multiple sites in a helpdesk system is important for organizations that have multiple products, services, or customer groups. By having the ability to manage multiple sites, organizations can provide a tailored online presence for each of their customers, displaying information and support resources specific to their needs. This leads to improved customer satisfaction, as customers have access to the information they need, and support teams can more efficiently handle customer inquiries. Additionally, managing multiple sites within the helpdesk system can simplify the support process. Customers can access information and resources directly from their respective sites, reducing the need for support teams to handle routine inquiries. By managing multiple sites, organizations can provide better customer support and ensure that customer inquiries are effectively managed. To learn more about managing multiple sites on Gridlex Zip, you can watch a video provided by the platform. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:33 a.m.
How to View Incoming Voicemail Recordings And How to Configure Voicemail to a Particular Phone Connection?
In a helpdesk system, viewing incoming voicemail recordings helps to ensure efficient and effective customer support by allowing support teams to listen to customer messages, gather information, and respond promptly. This improves communication and coordination between support teams and leads to better customer satisfaction. Viewing voicemail recordings within the helpdesk system simplifies the support process. Configuring voicemail to a specific phone connection in a helpdesk system is crucial for efficient customer support. It routes voicemails to the appropriate team member, improving communication, coordination and customer satisfaction as inquiries are handled efficiently. This also simplifies the support process and reduces the need for multiple systems. In this video, we'll demonstrate how to view incoming voicemail Recordings and configure voicemail to a particular phone connection in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:35 a.m.
How to Create Custom Fields in Gridlex App Suite?
This guide will walk you through the process of creating a custom field in Gridlex App Suite in master data management. Step 1: Log in to Gridlex App Suite and click on "Enterprise Admin Settings" located under the Enterprise Admin section. Step 2: After clicking on "Enterprise Admin Settings," you will be redirected to a new page. On this page, find and click on the "Fields" option to proceed. Step 3: Click on "Add/Edit Custom Field". Fill in the required details for your custom field, such as the field name, description, and select the field type (e.g., text, time, date, image, checkbox, etc.). Once you have entered the necessary information, click on the "Add" button to create the custom field. If you wish to add more fields at once, click on "Add Another Field" and repeat the process. Step 4: If you want to restrict the visibility of these custom fields to specific units or disable the ability to edit and delete the field's values, check the corresponding boxes next to the respective units. Step 5: To view the entire list of custom fields you have created, click on "View Custom Fields" on the same page. You have successfully created custom fields in Gridlex App Suite. Your custom fields will now be available for use in your application. If you encounter any difficulties or have any questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Aug. 23, 2023, 8:44 a.m.
How to Import Contacts and Create Saved View in Gridlex Zip?
This guide will walk you through the process of importing contacts and creating a saved view in Gridlex Zip. Step 1: Log in to Gridlex App Suite and click on "Contacts" located under the Zip section in the navigation menu. Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it. Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system. Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here, you can view the data view. Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to the corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete. Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts. Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system. Step 8: To create a saved view, click on "Save View" located on the page. Check the box "Share with specific users only" to restrict access to selected users. Select the user(s) you wish to share the saved view with. Click on the "Save" button to create the saved view. Note: If you want to share the list with specific units, you can click on "Share with specific units only. Step 9: To access your saved view, navigate to the "Saved Views" section. Locate and select the name of the saved view from the list. Congratulations! You have successfully imported contacts and created a saved view in Gridlex Zip. Now you can manage and share your contacts effectively. If you encounter any issues or have further queries, feel free to reach out to Gridlex at apps@gridlex.com.
Published | Aug. 23, 2023, 7:04 a.m.
How to Ensure Your Calls Aren't Flagged as Spam: Best Outreach Practices
Cold calling has long been essential for businesses to reach potential clients. But the rise of spam calls is making it difficult for businesses as customers are more suspicious and conscious when answering unknown calls leading to low call connect rates. The Federal Communications Commission (FCC) has recognized this issue and introduced new regulations to crack down on spam and scam calls. Companies relying on phone outreach must swiftly adapt to the FCC's guidelines in this new regulatory environment. Failure to comply could lead to legitimate business calls being mislabeled as "Spam Likely" or "Scam," seriously hindering outreach efforts. This guide will help you understand this new landscape, ensuring your calls reach the intended recipients without negative labeling. How to Avoid Being Flagged as Spam? To ensure your outbound calls reach your customers with genuine caller IDs, it is essential to validate your number that you purchased on the Gridlex platform. You can do this by registering the number on Free Caller Registry. This one-stop portal quickly sends your details to analytics firms like First Orion, Hiya, and TNS. This helps build a positive reputation for your numbers with the major U.S. wireless carriers, ensuring that your legitimate calls aren't mistakenly marked as spam or scam. Once you've registered, each analytics service provider, such as First Orion, Hiya, and TNS, will send you a confirmation notification. They will individually check the information you've submitted and keep in direct contact with you. Although this process simplifies registration, going directly to the analytic provider can lead to quicker registration and more efficient call delivery, allowing you to connect with your customers faster. While this helps legitimize your numbers, you must still be cautious in your outreach activities. Engaging in spam-like behavior, even after registration, may cause your calls to be flagged as spam. Upholding ethical practices and remaining vigilant is essential to maintaining a positive reputation with carriers. Why Are Calls Flagged as Spam: Best Outreach Practices to Follow Telephone carriers set up several safety measures to protect consumers from spam activity. Understanding why calls are labeled as spam is crucial to avoid being marked as suspicious. Here's a brief explanation of the typical triggers: Pattern Recognition: Calls following suspicious patterns, such as quick, repeated dialing, may be flagged as spam. To avoid this, prioritize authenticity in outreach efforts and avoid robotic and mass-dialing. Community Feedback: If multiple users report a number as spam, it can become flagged. So make sure to maintain clarity and honesty in communication. Adherence to Legal Guidelines: It's essential to comply with regulations such as adhering to the national Do-Not-Call Registry, knowing the legal calling times in different states, and identifying yourself and your company on every call. Third-party Analytic Providers: Carriers often work with analytic firms to analyze calling patterns across networks, identifying spam-like behavior. To avoid being flagged, maintain ethical calling practices and clear communication. Avoiding Blacklists: Being on known blacklists may lead to calls being blocked. To prevent this, adhere to ethical practices. Opt-In and Opt-Out Options: Create processes for contacts to opt-in to receive communication via phone and allow them to opt out if they wish. Complying with these preferences helps maintain trust and avoids being marked as spam. Local Phone Number Usage: Using a local phone number can enhance the perception of legitimacy in your calls. Updated Calling Lists: Regularly update calling lists to avoid repeatedly contacting those who don't answer, which may lead to being marked as spam. Adhering to the new FCC regulations is vital for successful phone outreach. By implementing the practices outlined in this guide, businesses can ensure ethical calling, build trust, and avoid being perceived as spam.
Published | Aug. 23, 2023, 8:34 a.m.
How to Create Custom Profiles with Existing Custom Fields in Gridlex App Suite?
This step-by-step guide will walk you through the process of creating custom profiles with existing custom fields in Gridlex App Suite. Step 1: Log in to Gridlex App Suite and click on "Zip CRM Settings" located under the Enterprise Admin. Step 2: Under the "Profiles" section, click on the "Profiles" option. Step 3: After accessing the "Profiles" section, a new page will appear. On this page, look for the "Create Section" option in the top menu bar and click on it. Step 4: In the newly created section, find and click on the "Add Custom Field" option. Fill in the required details for your custom field. Once you have configured the custom field to your liking, click on the "Submit" button to save it. Step 5: After clicking "Submit," your custom field will be added to the list of fields within the section you created. You can review and manage all your custom fields from this page. Step 6: To utilize the custom field, you need to map it to the appropriate profiles, such as Organizations or Contacts. Navigate to the "Create Profile" section. Select the relevant profile you want to map the custom field to. Allow the profile to access the custom field by selecting it from the available field options. Once you are satisfied with the profile settings, click on the "Submit" button to save the changes. Note: If you want to use this profile for newly imported or created contacts, please choose "Auto Select this profile while adding new Organization or Contact". However, if you only want to add historical contacts that already exist in the system, please choose "Show and Map this profile to ALL Historical organizations or contacts". You can select both options according to your needs. You have successfully created custom profiles with existing custom fields in Gridlex App Suite.
Published | Aug. 23, 2023, 8:36 a.m.
A2P 10DLC Approval for Using Gridlex SMS Text Feature
What is A2P 10DLC? Application-to-Person (A2P) 10-Digit Long Code (10DLC) refers to a new standard set by telecom carriers in the United States for all business-to-customer text messaging. This system provides businesses with a designated 10-digit phone number for sending automated or bulk messages to their customers. Here's a bit more detail on each component: A2P (Application-to-Person): This refers to the automated sending of messages from an application to individual phone numbers. This could be for purposes like marketing, notifications, reminders, or two-factor authentication. E.g., a bank using A2P 10DLC to send transaction alerts to customers. 10DLC (10-Digit Long Code): Traditional short codes used for mass texting are typically 5-6 digits long. A 10DLC is a regular 10-digit phone number that has been registered and approved for bulk messaging. Why was A2P 10DLC created? A2P 10DLC was created to help regulate and improve the delivery of A2P SMS messages in the United States. It's an initiative within the telecommunications industry to create a more secure and transparent environment for business messaging. Here are some of the key reasons why A2P 10DLC was introduced: Improved Delivery: The A2P 10DLC system allows businesses to send messages through a more direct and controlled route, leading to better delivery rates and customer experiences. Spam and Fraud Reduction: By registering 10DLC numbers, carriers have more information on the sender, which helps in identifying and preventing spam, phishing, and fraudulent messages. This creates a more secure environment for both the sender and receiver. Compliance with Regulations: Implementing A2P 10DLC helps in adhering to various regulatory requirements, including the TCPA (Telephone Consumer Protection Act) in the United States. This allows businesses to send messages in a compliant manner. Cost-Efficient: A2P 10DLC allows businesses to send messages at a lower cost compared to using short codes, making it an attractive option for small and medium-sized enterprises. Branding: With a 10-digit number that can be associated with a business, it's easier for recipients to recognize and trust the sender. This can lead to better engagement and conversion rates for businesses. Overall, A2P 10DLC was created to facilitate a more secure, efficient, and transparent messaging ecosystem for businesses, carriers, and consumers, helping to maintain the integrity of the A2P messaging channel. It enables businesses to communicate with their customers more effectively while complying with regulations and ensuring a higher quality of service. Who needs to register for A2P 10DLC? Any entity or individual that intends to send SMS/MMS messages over a 10DLC (10-digit long code) number from an application to recipients in the United States must complete the registration process for A2P 10DLC. Carriers categorize all SMS traffic originating from Gridlex as being sent from an application. As a result, anyone utilizing a 10DLC number through Gridlex to transmit SMS messages to the US is obligated to go through the registration procedure. Note: It is essential to note that Toll-Free numbers and shortcode numbers operate outside the A2P 10DLC system and remain suitable for messaging end-users in the United States. Registering for A2P 10DLC offers several benefits, including reduced message filtering and increased messaging throughput. Conversely, customers who send messages from a Gridlex 10DLC number without completing the registration will incur additional carrier fees for sending unregistered traffic. How do I get registered? The registration process for A2P 10DLC can be accomplished by filling out this form, here. What information will you require from me to be registered? The information required for 10DLC registration includes your business details (such as legal name, address, and tax ID), your anticipated messaging volume, and the intended use case (e.g., marketing, alerts, 2FA, customer service). Additionally, you'll need to provide details about your messaging content. A2P 10DLC Campaign Approval Requirements Once you submit your information, Gridlex and its telephony and SMS partner will evaluate the application for approval by a third-party board called Campaign Registry. To ensure successful approval of your data, certain criteria must be met. Note: Please be aware that occasionally campaigns may be rejected. In such cases, you will need to resubmit your information, and each resubmission will incur an additional fee. How to ensure campaign approval? To ensure campaign approval in A2P 10DLC (Application-to-Person 10 Digit Long Code), you should follow the guidelines and best practices set forth by the carriers and the Campaign Registry. The process may vary slightly depending on the specific requirements of each carrier, but here are some general steps to increase your chances of getting your campaign approved: Use a Legitimate Business Use Case: Ensure that your campaign serves a legitimate business use case and adheres to the carrier's guidelines. Avoid any deceptive or spammy practices that may lead to rejection. For example., XYZ.Inc uses SMS to send transactional messages related to important updates and reminders to its customers. These messages include order confirmations, delivery updates, and appointment reminders. XYZ.Inc ensures that each message is relevant to the recipient and improves their overall customer experience. Comply with Regulations: Make sure your campaign is compliant with all relevant regulations, such as TCPA (Telephone Consumer Protection Act) and CTIA guidelines. Respect opt-in and opt-out requests and only message users who have consented to receive your messages. Use a Recognizable Sender ID: Choose a recognizable and consistent sender ID that clearly represents your brand or business. Avoid using shortcodes or random numeric sender IDs. Provide Clear Opt-Out Instructions: Include clear opt-out instructions in all your messages, and ensure that recipients can easily unsubscribe from your campaigns. Content Review: Review your message content to ensure it is appropriate, non-misleading, and relevant to the recipient's expectations. Avoid using excessive capitalization, symbols, or misleading language. Volume and Throughput Management: Gradually increase your message volume and throughput as you build a positive reputation with the carriers. Sudden spikes in messaging can trigger suspicion. What is OPT-IN and OPT-OUT process? OPT-IN and OPT-OUT processes refer to the procedures through which end-users can choose to either consent to receiving messages from a specific brand or application (OPT-IN) or request to stop receiving messages (OPT-OUT). These processes are crucial for maintaining compliance with messaging regulations and ensuring that users have control over the messages they receive. OPT-IN: The OPT-IN process involves obtaining explicit consent from the recipient before sending them A2P messages. This consent can be in the form of the user voluntarily subscribing to a service, texting a specific keyword to a shortcode, or any other method that clearly indicates their willingness to receive messages from your business. Example: Let's say you run a retail store and want to send promotional offers to your customers. To collect OPT-INs, you might run a marketing campaign like this: "Text 'JOIN' to 12345 to receive exclusive deals and discounts from XYZ Store. Msg&Data rates may apply. Reply STOP to opt-out." When a customer texts 'JOIN' to the shortcode 12345, they have provided explicit consent (OPT-IN) to receive promotional messages from XYZ Store. OPT-OUT: The OPT-OUT process allows recipients to stop receiving A2P messages whenever they want. This process should be effortless and immediate for the user. When a recipient texts a specific keyword, such as 'STOP,' 'UNSUBSCRIBE,' or 'QUIT,' the system should immediately stop sending them any further messages. Example: Following the earlier example, if a customer wants to stop receiving promotional messages, they can text 'STOP' to the same shortcode 12345. Once the system receives the 'STOP' message, it should immediately remove the customer from the messaging list and acknowledge their OPT-OUT request. What happens after registration? Post A2P 10DLC registration, once your campaign use case is approved, you will be assigned a trust score based on your company's credibility as perceived by carriers. This score will determine the maximum number of SMSs you can send per day per carrier. If you exceed this threshold, your messages may fail to deliver. To maintain a high trust score and ensure smooth SMS delivery, it's essential to adhere to the following guidelines: Opt-in Compliance: Ensure that you only send SMS to customers who have explicitly opted in to receive messages from your company. By doing so, you can keep your opt-out rate low, which is crucial. A high opt-out rate suggests to carriers that you are sending unsolicited, or cold SMS, which is against regulations. If you plan to use SMS for cold outreach, make sure to obtain consent from the recipients through email or phone calls before sending any messages. If your account is flagged for having a high opt-out rate, it could be suspended unless you provide proof of opt-in for a random selection of leads that the affected carrier picks. Minimize High Failure Rate: Prior to importing your contact list to Gridlex and initiating SMS campaigns, use third-party sites to validate the contacts. This step helps you avoid sending SMS to landline numbers, which is considered a signal of spam messages without proper consent. Having a high error rate due to sending messages to invalid numbers or landlines will significantly lower your trust score and may affect SMS delivery success. Conclusion A2P 10DLC is a vital component for businesses that engage in mass messaging. The process of registration, adherence to carrier guidelines, and maintaining an ethical opt-in and opt-out system are essential. By following the prescribed methods, businesses can effectively use A2P 10DLC for a variety of communication needs.
Published | Aug. 23, 2023, 8:38 a.m.
How to Use Call Recording Feature in Gridlex Zip?
Step 1: Log in to your Gridlex App Suite account. Step 2: After logging in, navigate to the Inbox & Omnichannel module and click on “Call Settings”. Step 3: In the Call Settings section, click on “Create New Message”. Step 4: Use the provided feature to record or upload the desired voice. For example, you can record a voice message stating, "This call may be used for training and quality purposes." Step 5: After recording or uploading the tone, click on the "Finish recording" button. Review the recording and ensure it meets your requirements. Once satisfied, submit the recording by clicking on the appropriate button. If you want to record the voice message again, click on “Discard” and create a new voice record. Step 6: Navigate back to the "All Voice Messages" section. Locate the recorded file you just submitted. Fill in all the required fields for the call recording. Select the inbox where you want this call recording to play, select the connection where you will utilize this recording and then click on the "Call Recording" option. Double-check that all the fields are filled correctly. Step 7: Once you have filled in the required fields, click on the "Submit" button. This will activate the call recording feature. From now on, the recorded message will play each time you connect with a prospect. You can repeat these steps to activate the voicemail feature as well by creating a separate voice message for voicemail and configuring the necessary settings. Remember to save any changes and ensure that the recorded messages and settings are configured correctly before using the call recording and voicemail features in Gridlex App Suite.
Published | Aug. 23, 2023, 8:42 a.m.
How to Add Users in Gridlex App Suite?
This guide provides instructions on how to add users to the Gridlex System, allowing them access to various applications and functionalities within the system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. Step 1: Log in to Gridlex and click on the “Add Users” tab located under the Enterprise Admin section. Step 2: After clicking on the "Add Users" tab, you will be directed to a page where you can add user details. Enter the First and Last name of the user you want to add to the system. Then, you have two options to identify the user: either enter their work email or their name. Note: If you choose to enter the user's name, ensure that you also provide their work email in the designated "Work Email Field" provided below the name. Step 3: Carefully consider whether the user should be granted Super Admin access. If you wish to make the user a Super Admin and give them access to all applications without any restrictions, check the appropriate box provided on the page. Note: Super Admin access provides extensive privileges, so exercise caution before designating a user as a Super Admin. Step 4: Select the appropriate unit for the user by checking the corresponding box on the page. This step is mandatory as users must be assigned to specific units to access the system unless they are given Super Admin privileges. Once you've selected the unit, click on the "Add" button to proceed. Step 5: Congratulations! You have successfully added a new user to the Gridlex System. The user will now have access to the specified applications and units based on the permissions and Super Admin status assigned during the process. How to Delete a User? Navigate to the "Users" tab in the dashboard. Locate the user you want to remove and click on the "Make Inactive" button next to their name. Once a user is made inactive, they will no longer have access to the system. Note: Deleted users cannot be retrieved, so exercise caution when using this option. Even though we can activate the users from our end, all the configurations associated with the users cannot be recovered. If you need further assistance or support, reach out to apps@gridlex.com or raise a ticket here. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 6:44 a.m.
How to Use the Auto Dialer in Gridlex Zip?
The auto dialer in a helpdesk system streamlines support processes and improves call efficiency by reducing wait time and missed/abandoned calls, leading to higher customer satisfaction. It also improves call management by connecting agents to the right customer at the right time. It provides real-time reporting and analytics to track call activity, agent performance, and customer satisfaction. Using an auto dialer helps organizations provide efficient and effective customer support, improving overall productivity and customer satisfaction. We'll show you how to use the auto dialer in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:07 a.m.
How can we Convert an Email into a Ticket in Gridlex Zip?
How can we Manually Convert an Email into a Ticket in Gridlex Zip? How can we Automatically Convert Email to Ticket in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:18 a.m.
How to Configure Permissions in Gridlex Zip?
Configuring permissions in a helpdesk is important because it ensures that sensitive information and data is kept secure and only accessible by authorized personnel. By setting permissions, you can control who has access to certain information and functionalities within the helpdesk. This helps to prevent unauthorized access and misuse of information. In addition, by granting access to the right information and functionalities, helpdesk agents can respond to customer inquiries more efficiently and effectively. This leads to improved customer satisfaction. In this video, we'll show you how to configure permissions in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:29 a.m.
How to Create Pre-Call Recording Message in Gridlex Zip?
Creating a pre-call recording message in a helpdesk system helps provide professional and informative customer support. It sets expectations for the call, provides important information like recording consents, office hours and business details, and improves customer satisfaction by ensuring efficient and effective handling of calls. The pre-call recording message can be customized to meet the organization's specific needs. This leads to better customer support and effective management of customer inquiries. In this video, we'll show you how to create a pre-call recording message in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:25 a.m.
How to Make Calls in Gridlex Zip?
Making calls in the helpdesk system enhances customer support by allowing support teams to connect quickly with customers, gather information, and resolve issues in real-time. This results in improved communication, coordination, and customer satisfaction. Making calls from within the helpdesk reduces the need for multiple systems, simplifies the support process, and improves efficiency. Follow the steps mentioned below to learn how to make calls in Gridlex Zip. Step 1: Log in to Gridlex and click on the “Calls” tab located under the Inbox & Omnichannel section in the menu bar. Step 2: In the Calls tab, you'll see a list of available inboxes and phone connections. Choose the appropriate inbox and phone connection you wish to use for making the call. Choose the country and type the number you want to dial. Once you are done typing the number, you should see a call icon or a button to start the call. Click on it to initiate the call using Gridlex Zip. Step 3: During the call, Gridlex Zip provides options for viewing and adding activities, profiles, and opportunities related to the contact you are speaking with. These features help you keep track of important information and interactions during the call. For example, you can record the call outcome as an activity. That's it! You have now successfully learned how to make calls using Gridlex Zip. If you encounter any issues or have further questions, don't hesitate to reach out to the Gridlex support team at apps@gridlex.com for assistance.
Published | Aug. 23, 2023, 8:49 a.m.
How to Utilize Listing View in Gridlex?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. Organizing, visualizing, and analyzing data is paramount in today's fast-paced professional world. With the listing view in Gridlex, you have an intuitive interface coupled with powerful features to meet these needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Note: We are using the Contacts module as an example to explain the listing view functions. The same features apply to all the modules, such as opportunities, activities, organizations etc. Step 1: Log in to Gridlex App Suite. Navigate to the “Contacts” module found under the “Zip” section. Note: While this guide uses "Contacts" as an example, the steps apply to other modules like opportunities, activities, and organizations. Step 2: Click on the three-dot menu to access column settings. Clicking on it will provide a dropdown of various settings options. Step 3: From the dropdown, users have the choice to sort contacts in ascending or descending order based on the selected column. This is handy when you have numerous entries, and you want to quickly locate specific ones. Advanced Features Overview: 1. Managing Columns In the 'Columns' dropdown, you'll notice checkboxes. Checking these boxes determines which columns are displayed on the page. Once you've made your selection, click the 'Apply' button to update the listing view. The view will reflect your choices. Note: If you want to revert to the original settings, there’s a 'Reset' button. Click it, and all customizations will be reverted. Remember, if you've already applied changes and want to undo a few, you’ll need to manually deselect columns. Note: Want a specific column at the beginning or the end? Simply drag and drop the column to its new position. 2. Using the Filter Feature The filter is a powerful tool to streamline your displayed data. Whether you have a keyword, date, or specific criterion, the filter will help you narrow down the list. For example, let’s say you're interested in a contact named “Ruby.” Enter this keyword in the Contact Name filter section. Next, specify whether the keyword should match all criteria (AND) or any of the criteria (OR). After setting your conditions, click on the 'Filter' button. Note: For a fresh start, you can wipe all the set filters with the 'Clear Filters' option. 3. Column Positioning Some columns are crucial and need to be constantly visible. To achieve this, use the ‘Stick Column’ function. For instance, if you want 'Contact Name' and 'Contact ID' to be perpetually visible, even while scrolling, stick these columns. Feel like changing which columns are stuck? Use the ‘Unstick Column’ option to revert them back to their scrollable state. 4. Exporting to Excel If you need your data offline or in a spreadsheet format for further analysis, the ‘Export to Excel’ feature is your friend. Click the ‘Export to Excel’ option. A spreadsheet will be automatically generated and downloaded, mirroring your current listing view, including filters, column choices, and positions. Additional Features in the listing view: 1. Column Resizing Want to see more data within a column or less? You can manually adjust a column’s width. Hover over a column's border until your cursor changes, then click and drag to your preferred size. 2. Saving Personalized Views If you’ve set up the listing view in a way that suits your workflow, you can save it. To ensure it remains private to you, select 'Keep Private' and then hit 'Save.' Note: To make a saved view accessible to team members or other users, select the appropriate visibility option from the checklist. Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The 'Hide' function in the ‘Action’ column is a way to temporarily remove specific entries from your view, similar to a 'Delete' option. But fear not; any hidden data can be retrieved. Simply contact Gridlex's support team at apps@gridlex.com. Congratulations! You have now learned how to utilize the listing view in Gridlex. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:09 p.m.
How to Convert an Email into a Record in Gridlex App Suite?
Follow the below steps to convert an email to a record in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Email" option under the Inbox & Omnichannel tab. Step 2: Select your preferred inbox and open the email you want to convert to a record. Step 3: Click on “Create Record” from the menu bar. Step 4: Choose the model and fill in all the required details. Note: Once you click “Create Record,” the email subject and description will be automatically added as the record subject and description, but you can still make any edits if needed. Step 5: Choose the record status, priority, and labels, and assign units from the dropdowns. Note: The channel is automatically set to email as we are converting an email to a record. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organizations by searching the organization name, ID, address, or any other details and clicking “Associate.” Note: Organizations that are associated with the email will be auto-associated. Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Note: Contacts that are associated with the email will be auto-associated. Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been created, and you can view and track it under the “Records” tab. Step 12: To directly view this record from the email, go to the email thread and click on the “Records” tab. Or hover over the Records tab to directly access specific tabs of the record, like Record Communication, Record Info, etc. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:55 p.m.
How to Add a Record and Access Record Communications in Gridlex Zip?
How to Add a Record in Gridlex Zip? Follow the below steps to add a record in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Add Record" option under the Zip tab. Step 2: Choose a model from the drop-down or create a new Model. Step 3: Add the Record or Email Subject and Reference Description or Email Message. Step 4: Select the record status, priority, and label using the dropdowns. Note: If you are creating a record on behalf of a customer, you can select the channel from which you received the customer’s issue/inquiry. Step 5: Assign teams/units you want to work on the record by selecting them from the dropdown. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Note: Unlike units, you can only assign a single user to a record. Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organization by searching the organization name, ID, address, or any other details and clicking “Associate.” Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been added, and you can view and track it under the “Records” tab. How to Access Record Communications in Gridlex Zip? Follow the below steps to access record communications in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Records" option under the Zip tab. Step 2: Click on the record ID or record subject of the record you want to view communications for. Step 3: Hover over the “Communication” tab and click “New Conversation” to start a new email thread. Note: If you want to view all the previous email threads, click the “Communications” tab. You can reply to or forward emails according to your requirements. Refer to the screenshot below for more information. Step 4: Now you can draft your email. First select the inbox from which you want to start the conversation. Note: In the Gridlex app suite, you can create shared inboxes for various purposes, this allows users to send and have access to all emails related to a specific criteria all in one place. For instance, you create an inbox for leads, and whenever there’s an inbound lead lands in this inbox, everyone who has access to this inbox will be able to see the email. For any internal discussions related to leads, users will send them to this inbox. Step 5: Select the email address from which you want to send the email. Note: A shared inbox can have a number of email IDs. You can select an email ID based on your requirement. Step 6: Enter the email address to which you want to send the email and click on the “+” icon to add it. Step 7: Now, choose your message template and message snippets according to your preference. Step 8: Add the email subject and description. Note: By default the subject and description will the record subject and description. And if you choose a message template, the record subject and description will be automatically added, but you can still edit them. You can also add attachments to the email per your preference. If you wish to associate contacts or organizations to the Record, click on “Associations” and you can search and add them. Step 9: Once done, click “Send.” You have successfully added a record and accessed record communications in Gridlex Zip. You can now view, track, and manage the record whenever needed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 2:31 p.m.
How to Use Message Templates in Emails in Gridlex Zip?
Step 1: Log in to Gridlex App Suite and click ‘Email’ under the Inbox & Omnichannel section in the navigation menu. Step 2: Click ‘Compose.’ Step 3: Choose the inbox, enter the recipient’s address, and click the ‘Choose Message Templates. ’ dropdown. Step 4: Choose the template you want to use in the mail. The message template must be mapped to the inbox that you are using. Please refer to this article for mapping message templates: How to Create and Map Message Templates and in Gridlex Zip? Step 5: The subject line and body of the email will be pre-filled from the message template. Step 6: Scroll and click ‘Attach Files’ to add attachments. Send once you’re done. Congratulations! You have now learned how to use message templates in email in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:44 a.m.