4 posts tagged with "sms"

Campaigns: Referral Funnels, Tracked URLs, and Drip Settings​

Turn your customers into your best salespeople. The new Campaigns system lets you build complete referral funnels with invitation emails, claim pages, and tracked URLs — plus configurable drip settings that respect your business hours and delivery pacing.

What's New​

• Campaigns v1: Build full referral campaigns with multi-step claim funnels, branded invitation emails, and tracked URLs. Each campaign gets its own management page where you can edit settings, duplicate campaigns, and monitor performance from the admin menu.

• Referral Claim Funnel: A multi-step claim flow guides referred contacts through email verification, phone verification, and account setup. Branded referral pages match your white-label design.

• Tracked URLs with Custom Domains: Campaign links and SMS short links use your tenant's verified custom domain instead of a generic URL. Better deliverability, stronger brand recognition, and full click tracking on every link you send.

• SMS Click Tracking: Every SMS link is automatically shortened and tracked. See exactly which contacts clicked, when they clicked, and which links drive the most conversions.

• Campaign Invitation Email Templates: Branded email templates for referral invitations are automatically styled with your tenant's branding. Send professional, on-brand referral invites without touching HTML.

• Drip Campaign Settings: Configure business hours so drip messages only send during appropriate times. Set the number of records per batch and the interval between sends (seconds, minutes, or hours) for precise control over delivery pacing.

• Campaign Management: Edit, duplicate, and manage campaigns from the admin menu with a 3-dot dropdown on each campaign card. Quick actions for the operations you do most.

Why This Matters​

Referral Programs That Run Themselves: The complete campaign funnel — from invitation email to claim page to account setup — runs on autopilot. Set it up once and let your customers drive growth.

Deliverability That Converts: Custom domain tracked URLs and branded short links mean your messages land in inboxes, not spam folders. Every link is trackable, so you know exactly what's working.

Drip on Your Terms: Business hours compliance and configurable batch sizes mean your drip campaigns reach contacts at the right time, at the right pace — no more blasting messages at inappropriate hours.

Smart Call Tracking & Number Pools: Know Every Call, Control Every Number​

We've launched a powerful new call tracking system paired with intelligent number pool management. Track every inbound and outbound call with dedicated system fields, manage rotating number pools for high-volume campaigns, and control SMS plan allocations across your entire operation.

What's New​

• Inbound & Outbound Call System Fields: Every contact now carries Last Inbound Call and Last Outbound Call system fields—automatically populated in real time. Instantly see when you last spoke with any lead, who initiated the call, and filter your CRM by call recency.

• Number Pool Management: Assign pools of phone numbers to campaigns and let the system intelligently rotate through them. Avoid carrier flagging, maintain healthy caller reputation, and scale your outbound volume without burning numbers.

• SMS Plan Controls: Assign SMS plans to specific numbers or pools with built-in usage limits. Control costs at the number level and prevent runaway messaging spend before it happens.

• Dedicated Worker Queuing: High-volume campaigns now use dedicated worker assignment—ensuring no two processes compete for the same number. Cleaner execution, zero conflicts, maximum throughput.

Why This Matters​

Total Call Visibility: System-level call tracking means no more guessing when you last reached a lead. Sort, filter, and segment your entire contact database by call activity—instantly.

Protect Your Numbers: Number rotation and pool management keep your caller reputation healthy. Carriers won't flag you, leads will pick up, and your connect rates stay high.

Budget Control at Scale: SMS plan controls give you per-number spending limits. Scale your messaging without worrying about cost overruns—the system enforces your budget automatically.

Enterprise-Grade Reliability: Dedicated worker queuing eliminates race conditions in high-volume campaigns. Whether you're dialing 100 numbers or 10,000, every call gets handled cleanly.

Workflow Personalization: Smart Automation That Feels Human​

Generic outreach is dead. We've added powerful personalization across your entire workflow builder—from dynamic AI questions to personalized emails that automatically insert contact details. Your automation can now feel as personal as a 1-on-1 conversation.

What's New​

• Contact Variables Everywhere: Use {{first_name}}, {{email}}, {{company}}, or any custom field directly in your workflows. Personalize every touchpoint without lifting a finger.

• Dynamic Ask & Save Questions: Your AI agent can now ask "Hi {{first_name}}, are you still interested in {{product}}?" instead of generic questions. Works in voice and chat.

• Personalized Email Automation: The Email Node now supports variables. Write one template, automatically personalize it for every contact: "Hi {{first_name}}, following up on our call about {{topic}}."

• Smart Calendar Auto-Retry: Booking failed? The Smart Calendar Node now automatically retries with alternative time slots instead of giving up after one attempt.

• MMS Image Support: Send product images, flyers, or screenshots directly in SMS workflows. Upload once, send to thousands.

• Gmail Workflow Triggers: Forward emails to your Votel inbox to automatically trigger workflows. Perfect for support tickets, lead notifications, or custom automations.

Why This Matters​

Personalization at Scale: Send 1,000 messages that feel like 1,000 individual conversations. Variables let you automate without sounding robotic.

Higher Response Rates: Personalized messages get 26% higher response rates. Now every email, SMS, and AI question is tailored to the recipient.

Smarter Follow-Ups: Auto-retry on calendar bookings means fewer missed appointments. Image support in SMS means richer, more engaging conversations.

Set It and Forget It: Build your workflow once with variables, then let it run. Whether you have 10 contacts or 10,000, the system handles personalization automatically.

Omni-Channel Conversations Hub​

Stop juggling tabs. We're officially launching the new unified Conversations Hub. You can now manage all your customer conversations—starting with Email and SMS—from a single, powerful inbox.

What's New​

• Email & SMS Channels: Manage all conversations from a single unified inbox
• Real-Time Messaging: Faster chat sync with improved delivery reliability
• Threaded Conversations: Clear separation of message threads for each channel
• Upcoming Channels: Native support for WhatsApp, Instagram, and Facebook Messenger is in development

Why This Matters​

Efficiency: See every touchpoint (Email, SMS) for a contact in one consolidated thread.

Speed: Respond faster to new leads and customers without switching apps.

Clarity: No more "Did I email them or text them?" It's all right in front of you.