Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 31 Current »

This guide has been reviewed against our global client base and classed as relevant to the all regions

A configuration option is available which, when enabled, allows you to record a contact's communication preferences with regards to how they are happy to be contacted by you, i.e. email, letter, phone, SMS

Each communication method that your client is happy for you to use is indicated by a ticked check box

From AgencyCloud 12.126, when a preference is not ticked, emailing, texting or generating a letter (individually or in bulk) will either be disallowed or indicated on screen to advise that the method of communication is not preferred - when creating phone out lists via reporting, clients opting out of phone contact can be identified

To enable this configuration option, click here to contact Reapit Support

1. Managing communication preferences

From the contact details area of a record:

  • Click the Manage Communication Preferences icon
    To the right of Add another

    By default, all preferences will be ticked

  • Un-tick the methods of communication that the current contact does not want you to use

  • Click Accept
    Communication Preferences are written to the contact record and are therefore shared across all roles* on the system; meaning they only need to be set in one place
    * a role refers to applicant, tenant, vendor, landlord, etc

2. Impact on contact record

Un-ticking any of the above preferences is indicated on screen by a change of contact icon colour

  • When email is un-ticked, the envelope icon to the right will be red, see 2a

  • When SMS OR phone is un-ticked, the phone icon to the right will be amber, see 2b

  • If both SMS and phone are un-ticked, the phone icon to the right will be red, see 2c

  • If Letter is un-ticked, the Letters button will be displayed in red, see 2d

Hovering over an amber/red icon will display a message to indicate that the selected form of communication is not preferred

2a:

2b: 

2c:

2d:

3. Impact when producing communications
Available from AgencyCloud 12.126

When generating letters, emails or text messages, clients who have opted out of such communication will be removed from bulk communications

For example, when matching and emailing match results

From the match list:

  • Click Report and E-mail

    If any of the matched applicants have opted out of being emailed, a message will be displayed

  • Click View Details to get a list of the applicants who won't receive the email

When generating a phone out list, to identify clients who are happy to be contacted by phone, generate a contact report and include Phone preference in the report criteria, see steps 4 & 5

4. Reporting
Available from AgencyCloud 12.126

When generating a contact report via Power Reports, options to view the communication preference of the returned contacts is available

From the Power Reports screen:

  • Select Contact Report as the report type

  • From the contact report criteria, options are available to report on:

    • Email preference

    • Letter preference

    • Phone preference

    • SMS preference

  • When selecting any of the above options, select:

    • is true to show clients who are happy to be contacted using that method

    • is false to show clients who are not happy to be contacted using that method

      Or you can run the report without specifying a preference and instead view the preference via the results grid, see 4b

Communication preference criteria and viewing preferences in the report results grid are only available by generating a contact report



 4b: Add communication preference information to the contact report grid

After running a Contact Report, from the results grid:

- Right-click over the grid headings, select Pick columns and click More

- Select each communication preference to view in the grid (Email, SMS, Phone, Letter Preference) and click Accept

Communication preferences are shown in the grid

To ensure they are shown in all future contact reports:

- Right-click over the headings again and select Save grid layout

5. Report example

This example report will return all active hot applicants registered in your office who have indicated they are happy to be contacted by phone

For more information on building Power Reports, click here: Power Reports

  • No labels