Creating Email, SMS, and Voicemail Drop Personal Templates

 

ActiveDEMAND's Prospect Connect chrome extension provides some great outbound call capabilities. To ensure you are making the best use of your sales time, ActiveDEMAND provides some nice call completion automation. When you are about to complete your call you can save time by executing one of your configured call completion automation templates. For example, 

• drop a voicemail if you get an answering machine
• Send a follow up email if you cannot connect
• Send a tracked SMS with some additional information for the prospect 

How does it work?

When you make an outbound call using ActiveDEMAND's Prospect Connect Chrome extension, you can set up automatic messaging/voicemail drop that will be triggered when you end the call.  You can create (and then choose from) the following call completion automation combinations:

• Voicemail Drop + SMS message template
• Voicemail Drop + Email message template
• SMS message template only
• Email template only

The templates are created and managed in your ActiveDEMAND account and triggered from the ActiveDEMAND Chrome extension (install now).

 

What is a voicemail drop?

If you make a call and get the contact's voicemail, you can end the call and let ActiveDEMAND leave the voice mail for you! You can go onto your next call while ActiveDEMAND 'drops' one of your pre-recorded voicemails into your prospects voicemail. 

 

Setting it up (In ActiveDEMAND)

Step 1: Create your call completion templates

In ActiveDEMAND, browse to your user profile. 

 

Step 2: Browse to preferences, click New

 

Step 3: Choose Template Type

 

 

Whether you choose SMS or Email, you can use dynamic fields that pull from the contact's data. All links will be tracked and the email as well will have open tracking/link click tracking (and reply tracking if configured). 

Note: If you do not have an IMAP or Office365 connection configured on your user profile, all automated emails sent using call completion automation will be sent using ActiveDEMAND. This implies that any emails sent will NOT be recorded on your email server.

Reply Tracking in ActiveDEMAND.

Voicemail Drop Templates
If you are using the dialer (ActiveDEMAND Prospect Connect chrome extension) to make a call, and you get a voicemail prompt, "Leave your message after the tone", when you hear the tone you can execute a call completion template that has an attached VM recording. This allows you to end the call and let ActiveDEMAND play your pre-recorded message while you type a follow-up email/SMS. To configure the voicemail drop, you will need to record a message (mp3) on your computer and upload the recording into your ActiveDEMAND call completion template.

Whether you choose SMS or Email as an automatic send, you can use dynamic fields that pull from the contact's data. All links will be tracked and the email as well will have open tracking/link click tracking (and reply tracking if configured). 

Voicemail Drop Configuration

If you are using the dialer (Chrome Extension) to make a call, and you get a voicemail prompt, "Leave your message after the tone", when you hear the tone you can execute a call completion template that has an attached VM recording. This allows you to end the call and let ActiveDEMAND play your pre-recorded message while you type a follow up email/sms. To configure the voicemail drop, you will need to record a message (mp3) on your computer and upload the recording into your ActiveDEMAND call completion template.

 

 

Using Call Completion Automation

Once you have your call completion automation templates configured, the templates are accessed via the Chrome Extension. Once you have a phone number entered, click the 'dial' button

 

The dialpad buttons will change. Your templates are accessible by clicking the Voicemail icon

 

If you click the call completion automation button (Voicemail icon) your list of automation templates will be listed:

 

 This indicates a template that has a Voicemail and an Email Template. When you click this icon, the call will be disconnected from the headset and an email editor will display with your email template for editing. Your pre-recorded voicemail will be played into the contact's voice mail box.

 

This indicates a template that has a Voicemail and an SMS Template. When you click this icon, the call will be disconnected from the headset and an SMS editor will display with your SMS template for editing. Your pre-recorded voicemail will be played into the contact's voice mail box.

 

This indicates a template that has only an SMS Template. When you click this icon, the call will be ended and the SMS editor will display with your SMS template for editing. 

 

This indicates a template that has only an Email Template. When you click this icon, the call will be ended and the Email editor will display with your email template for editing. 

 

Note: When you instantiate a call completion template that includes a voicemail, your pre-recorded message will start playing on the connected call immediately. Even though your call is disconnected from the ongoing call, the call continues while your pre-recorded message is played. Once the pre-recorded message has completed playing, the call will be terminated. Thus it is important to wait until you hear the 'tone' before you execute the automation.