March, 2022 - Product Show & Tell

Zapier-Salesmsg Automations & Voice Compliance


The video is the monthly product show called Intels, where customers are walked through the cool things that were released last month. There were two main categories of features released, Voice Compliance and Safe Your Automation. Voice Compliance features include Stir Shaken, which is a protocol developed to eliminate spam phone calls and verify and authenticate callers, and CNAM Caller ID, which allows the user to have an unlimited caller ID that represents their brand. Zapier was used to demonstrate five use cases, the first one being the importing of contacts from a CRM or spreadsheet and automatically tagging and sending them messages over a period of time. Zapier is an easy-to-use platform and the webinar provided insights on how to configure Zapier actions. The Zap history feature was also demonstrated, which provides insights into what is happening in the process. Zaps are easy to share with colleagues and the use case demonstrated showed that the contacts were in the delay step. In part 2 of the video, the presenters discuss the benefits of having a tool like Zapier available for troubleshooting and gaining insights. They demonstrate how to set up automations in Salesmsg app to improve lead follow-up, appointment confirmations, and missed call follow-ups. They also showcase a use case for building lists using tags for inbound messages, which can help businesses streamline their lead management processes. The presenters provide tips on how to avoid infinite loops when creating multiple Zaps that can affect each other. In this part of the conversation, the speakers discuss the limitations of the free account in Zapier and recommend upgrading to create more complex automations. They also demonstrate how to apply tags to contacts and use them to segment customers for targeted messages. The speakers answer common questions about Salesmsg and Zapier, including the approval process for a business profile and the character limit for Caller ID. They also encourage users to submit feature requests through the feedback portal or by reaching out to the Salesmsg support team. Finally, they mention a specific use case for HubSpot or Zoom meeting reminders and offer to send a YouTube video to a user who asks about it. Finally the speaker discusses how granular you can get with HubSpot in terms of scheduling messages. They explain that you can schedule reminders by the day, but if you want to get as close as 30 minutes before your meeting, you would need to use Zapier. They also mention that there are video tutorials available on their YouTube channel for learning about HubSpot's features and improvements. The speakers also thank the participants and discuss their plans for future webinars, focusing on specific use cases for SMS in different business operations. They encourage feedback from customers to ensure that the webinars are relevant to their teams' use cases. The webinar ends with a reminder that participants will receive a recording of the session, a video tutorial on how to get started with Zapier, and a follow-up email.

So thank you so much everyone, for joining our monthly product show, Intels. This is a uh, forum where we meet with you, our customers, and just really walk you through the cool things that were released last month. Collect some um, use cases and feedback from you that we included to the agenda, like we did today. And then, uh, yeah, just to listen from you, take some feedback and show you some of the cool ways that you can leverage sales message and get more out of the platform. So, uh, in terms of the agenda for today, I'll do a quick intro and then some housekeeping items. But there are two main categories of features, uh, that were released last month. Two big ones. One is Voice Compliance, and then the other one is safe, your automation. I'm not going to spend a lot of time on voice Compliance, but I'm just going to go through a couple of cool ways, uh, for you to eliminate uh, the risk of your calls being marked as likely, and then adding a unique caller ID to your business phone numbers. In terms of Zapier, we have five like, really cool use cases. I'm, uh, not going to drain the detail here, we're going to go through them one by one. But uh, yeah, so some of which were um, submitted by our users. A uh, quick, uh, intro here. So I got myself here, Taohid and David, and I also have Ben, who are just going to join this. Just right now, I don't have his information on the screen. Uh, we are looking forward for this session and uh, it's not the end of all. So if you have any questions, ideas, feedback after the session, you can reach out to either one of us directly and we'd be more than happy to help and listen for you. Cool. So, without a couple of housekeeping items, I forgot to mention really important number one, uh, by all means, please post any questions you have, um, into the chat. Uh, myself, David and Ben will be monitoring and answering. So that's one. So the second is don't worry about taking notes or following through. The session is being recorded and we will send the recording right after the session. So, uh, don't worry about um, missing any of the details. Just kick back, relax, enjoy, uh, uh, the session and the information. Okay, so first, uh, on the list, big, uh, addition to the platform last month was following, uh, suit, like we did for SMS with ten DLC, is adding compliance features to our calling, product salesmenister Calling, and that is Voice Compliance. And there are a couple of features that are really cool, and I'm more than excited to walk you through them. So I'm going to give you a quick overview of the features. Then we'll switch the platform and to see where you can find them over there. So the first one is search shaking. So it's a uh, pretty long, pretty complicated acronym for a phrase that quite frankly, I don't have memorized. But essentially what it is, it's an industry wide approach that the carriers came up with as a response to the regulators to eliminate spam, um, phone calls. Right. It was a big demand from regulators that uh, it was developed this protocol to help carriers do two things. One, the first is verify uh, and authenticate callers, uh, between two different parties. And then essentially, once you have this kind of enabled or you go to a higher level of Attestation, which I'm going to come to in a second, this is the end result. So you completely uh, eliminate the chances of your calls being marked as cam likely, and just show your phone number. And you would be surprised how common this happens. A lot of businesses there that rely heavily on calling might be without any bad intentions, be uh, bucketed in that category. So this is essentially the main aim of this feature and it's pretty simple. I'm going to walk through it in the website right now in the app. You just need to complete your business profile and then upgrade to add this feature. The second one, which is actually very cool, is you take even a notch further and go from just a phone number to a caller ID that represents your brand, represents your business. And uh, uh, obviously this helps you build the connection with your customer. They know the calls are coming from you. But uh, the cool part here is, and I'm going to show in a second, is that you can have unlimited uh, caller ID. So you can have one for each one on your team member. You can have one for different departments if you have different departments in your company, sales support or different regions. Uh, the only catch there is there's 150 characters limit on the name. But that's a lot to work with, uh, that's a lot of characters before you start to run into issues. So I am going to switch screens here real quick and show you what this looks like in the app. And David, if you can give me the confirmation that you see my screen, that will be great. I sure do. Perfect, yes. So if you navigate to the, uh, settings, uh, uh, on the app under Organization Settings, you will see a new section called Compliance. And under Compliance now we divided into Text Compliance, which is the ten DLC stuff that I'm sure you've heard a lot about in uh, the last few months. And then the second new section here is Voice Compliance. Underneath voice compliance we have the first features they're shaking and then cnam caller ID Now we put compliance at the forefront of the things that we care about. So that's why all of our customers irrespective, uh, of the upgrade or not, are automatically registered for partial Attestation, which essentially means that the carriers know the source of the phone call, but they don't quite can confirm that that specific number is linked to your business. So if you want to take it to an A level or like a full Attestation where the carriers know where the number is coming from and who owns it, you will need to first complete your business profile, which essentially takes ah, basic information about your business. Once you do that, um, you will be able to, uh, once you submit your business profile, accept all the terms, submit, uh, it will be pending for maybe a couple of business days. Once it's approved, you can come here and upgrade for the Stir Shaken. So, sir, shaking is really simple. You do it once and then you have full accessation for all your phone numbers. Cnam, on the other hand, you can add multiple CNAM's, right? As many as you need, uh, each caller ID. The cool thing, you can have multiple numbers under one caller ID. So for example, if you have a full department sales, uh, or support, they can all have the same caller ID, or you can have one caller ID per ah, number. So it's all up to you. And then you can always, uh, come back and add more or remove the ones that you started. So that kind of rounded up, uh, right at the ten minute mark as initially planned for voice compliance. Really a couple of simple features. They are a type, uh, of feature that you set it and forget it, ah, it's there for you. So, ah, it doesn't seem like we have any questions in the chat, so I'm just going to keep going. Um, so I'm going to switch gears now to the whole part of the presentation where we are going to run live through some, uh, uh, zapier, uh, use cases, some of which were submitted by our users. So thank you for that. Okay, just sharing my screen here. So, um, the first use case we are going to run through, and this was submitted by, uh, our customer, Lee. Thank you for that. And that's essentially, um, importing contacts from a CRM or a spreadsheet and then automatically uh, tagging them, creating those contacts in sales message tagging them and then sending them messages over kind of a period of time. So, uh, the way we're going to go through these use cases, I'm just going to quickly give uh, an order of the use case and then hand it over to David to give us kind of a, ah, walk through. All right, uh, to you, David. Thank you. So I am going to share my window here. Let me know you can see this, uh, spreadsheet. Yeah. So it's nice and visible. But if you can zoom in a bit, David, uh, that will be fantastic. Of course. Uh, so as Sal says, the use case here is as contacts are being loaded into your spreadsheet that you have configured to a form or maybe uh, from your CRM here's our master spreadsheet that is connected to our Zap. So I'm going to go ahead and turn this Zap on. If you're not familiar with Zapier, it is extremely easy to turn these on and off. Um, so here we go. We got to toggle on. Yeah. One note I just want to add there David, as you go through these, we did not do kind uh, of how to get started with Zapier portion of this call. But do not worry, when we send the recording we will include a quick video, quick guide on how to get started with Zapier, how to connect it. What do you need to do to be able to build similar Zaps to the ones that David is going to show you today? Yeah. And uh, towel's point. I'm not going to spend a long time belaboring any of these. But just so you have an idea of how these actions get set up, at the top here we have the triggering events. And that trigger event is going to enroll your contact into a sequence of actions. In our case, we're going to uh, create uh, the contact and sales message delay for a little bit and then send them a test. Um, so we will choose the Google account, we'll set up the trigger, select uh, what our spreadsheet is there's a testing phase? Um, moving into here again, at some point you'll be asked to sign into the sales message account you intend to use. And then also to configure the action. So we have to tell the action where the values are for the information we're looking for. In this case, the contact information, phone number, name and email delays are kind of an important component of using automation. Especially if that automation might be so quick that it comes off as in human or not completely genuine. So these delays are intentionally engineered in to show off that human behavior. Um, and then the piece of resistance is the text message. So again you choose your account and then you set up the action. Since we created the contact and sales message, we're going to find the contacts phone number as part of the sales message. And you can see that it's the sales message number because there's an icon right next to it. Um, and that is this whole action. So I'm going to take a dummy contact record or a few and just start adding them to my spreadsheet. So really similar to if your CRM were populating the rows in your spreadsheet or if you had a form connected to your spreadsheet. And these rows just automatically populated uh, throughout the day. So we got three new sign ups. Here we are, good to go. Uh. To our Zap. And what's really cool about Zapier is that we can uh, kind of keep an eye on how things are doing and we can do that by coming over to the side here. We're going to check out the Zap history. So I can see that at this time zapier has not collected the triggering event. It hasn't seen that these new contacts have been added to the spreadsheet, but it will shortly here. Uh, what's really nice about uh, these events is that you can go another layer deeper so you can get really, really good insights on to what exactly is happening. Yeah, I can see like from my previous uh, submission in uh, row three here, 4430 117 26, that this was uh, the contact that I had tested prior to the webinar starting. And you get uh, the data in and data out for all the leg or every step of this process. Um, you might want to refresh the Zap and also refresh the spreadsheet to David mhm. Zaps are also really easy to share with colleagues. Uh, for instance up here in the top right hand corner I have a Blue share button that if I've configured a Zap already and I want to hand this off to a friend or um, another person who works in my organization for their purposes can really easily just kind of copy these. And then of course you'll have to sign in and select properties and all that stuff. But uh, to get the scaffolding of these apps passed around super easy. So now you'll see that we have three pending events. Um, it looks like well I don't have to guess, I can just use Zapier's really sophisticated logging to see what's going on. So we found the new row and we pulled the information from it and it looks like contacts are in our delay step. It's only going to be 1 minute long, but uh, this is really handy for um I know if people watching you or anything like me when I set up automations, I want to know right away how this is working. And uh, to have something like this available to get these sorts of insights is really valuable for not only troubleshooting, but also just peace of mind priceless. Uh, but at this point you can start seeing results in the sales message app right as they're coming through a success. So you'll notice that uh, when we're on the Open filter we don't see outbound messages. But if I change my filter from Open to Outbound, we'll see. Here is our message, uh, an intentional failure. Here my testing landline number. But then of course if you use a valid number you'll get message delivered and you'll see ah, I uh, used inboxes that are in this account. So if I go to the unrest, here's my message. Thank you for signing up and I go to this inbox signing up. So it's, um, very nice to have these M sorts of automation set up. It takes a lot of time off of my business. If you go back to the show, this app that you worked on, um, so there's no limit to the number of delays and the number of messages. So, say, for example, you have um, three different text messages that need to go throughout a four week period of time. You can just stagger those and then you can also tag the contact, uh, as you do that, if that's something you're interested in. Absolutely. All right, so our example of that. Rounds it up with the kind of the first use case. Essentially, it's again to round, um, automatically kind of creating uh, contacts and sales message and kind of sending out and out. So the second one, which is uh, probably one of the most common uses for Zapier, uh, and sales message, is around appointment confirmations. So sending automatic reminders and confirmations to improve your um, show up leads. So, let's say this scenario is using calendar lead to book appointments and then uh, your contacts or your leads, use your link, book an appointment, but then never show up. So the use case here is you want to send kind of automatic reminders for appointments and then confirmations as well. So back to you, David, to walk us through the magic. All right, so as Tau said, uh, our trigger event is going to be when an individual books a meeting with us. So you can see my calamly screen here. I am putting in this meeting request. All right, so there goes my meeting, and I'm going to go ahead and uh, mess with my zoom controls so I can share a uh, new window with you, everyone. All right, I have quite a few windows open to me a little bit to make sure that I was going to use the right one there. So I signed up, uh, for a meeting. Let's take a look, just like we did on the first one, to how the anatomy of this app is set up. So when there's a new invite created in my calendar, and again, you'll need to sign into your calendar, uh, choose your account and what the, uh, event is going to be. In this case, it is when a meeting is booked or invite created. Then we send a text message. So this first message is, uh, hey, invite name, thanks for booking, looking forward to speaking with you. Ads event time start pretty. So it's going to tell me when my event is and uh, thank you for booking. Now, this delay step, um, not only is this good for human source of interactions, but if you check out this action, you'll see I was able to pull in the event start time. And then I used an ah, operator for ‑30 minutes. So it's a really clean easy way to get that text message out prior to the meeting starting and you can change this integer to any minute value you want. So five minutes, ten minutes, whatever makes sense and uh, gives you the best sort of, uh, reminder experience. And then of course, once we do have that um, meeting coming up in 30 minutes and say, hey, inviting name, see, uh, you here at another time. And then also a link to our meeting. So easy and convenient to uh, make sure your contacts have all of the information they need to get uh, to your meeting to understand when it's starting. I know I booked lots of meetings with people and uh, it is a frustrating experience when you're ready to rock and roll and uh, they're just not there or something else came up and they forgot to reach out to you. But if you have these automated reminders set up then it becomes much more easy to keep that line of communication open. So you saw I submitted like, confirmation and the messages should have flown from Nancy S. Let's, uh, check our outbound filter. We do see here that 220. Hey David, looking forward to speaking with you at, ah, 145. And because uh, that is less than 30 minutes from now, we got our meeting reminder and what time and then I actually see here that there's no space, um, between these two variables. That's probably a common troubleshooting thing to look out for. And if you look here, it just seems like I didn't put a space in between these two variables. So you could totally do that, put that space in there. That's why it's important to do these sorts of smoke tests to just make sure that the message is delivered as you intended it to be delivered. One, uh, unique one. Also cool thing that you can do with confirmation messages, uh, uh, David is to include the link to reschedule. So that way you hit two birds with 1 st. If they're not able to make it, they can schedule another time right there and then right without you having to send another follow up for this. Absolutely. So I would think that that's something that I would probably want to include in my confirmation message. So I would say, hey, thank you for booking, we're going to talk at this time. Also, if you need to reschedule, here's the link. And um, you can add additional validation to make sure that if someone has responded with uh, hey, I need to reschedule or something like that, they're automatically removed from this app so that they don't get a confirmation 30 minutes before the initial meeting was booked, reminding them to join. They'll just kind of restart this workflow and uh, when they reschedule rebook, they'll get a new confirmation and then they'll be off to the races. Fantastic. So more show ups. Everyone is happy. So let me, um, flip to the next use case we have here. Um. Sorry about that. Just fat fingers there. So, going back to my slides here. So, the next use case we have is a very simple one, but can really, really, uh, improve the customer experience that you provide and that is following up with the text. If you miss a phone call, we all have those days where we're busy, the phone can't stop ringing and then we end up missing a few phone calls. And this is uh, a clean way for you either to follow up with that text immediately after a phone call, or if you just don't do phone calls at all. If your kind of operating procedure is just through text or email, you can follow uh, up on this phone call with a very nice text. Be like um, uh, your phone call. The quickest way is to text me or to email me at this email address. So it's a very simple automation, uh, that you can set up, but they can have uh, a big impact on the experience that your customers get and the way they perceive you. So, David, off to you. Thank you. I could not have said it better myself. This is a personal favorite of mine. Uh, formerly, lots of people would request this and it's always kind of stunk to tell them that we have trigger enrollments for when you receive a call, but not if you miss a call. So if you intend to never pick up the phone, then this can work. Uh, but I'm still happy that we have the trigger event for Missed call now because we don't have to worry about that. Just turn this on and when you do Missed a call, let Zapier and Sales Message Automation follow up for you. Um, so this one pretty easy. Um, just one trigger, one action. So we're just looking for that missed call to come in. And uh, something that I think would be cool to point out here is that when I set up this trigger, I do have options for this phone number. Um, but it's also important to note that you don't have to check a ton of boxes. If you're an organization with lots and lots of phone numbers, you can just select any number. And then that way, anytime your sales organization on any phone number misses a call, you're good to go. But, uh, for the purpose of this test, we are just going to ring this line. So without further ado, I'm going to go over to another station and um, place a call. Just 1 second. All right, so took that call, didn't M pick it up. The person who was dialing in, they just hung up. They weren't going to wait. So we missed the call. Now we can head back to uh, our task history here and just keep an eye on when we get this enrollment. So you see here, that here is our uh, Zap that's currently playing right now. And if I dig a layer deeper, here is my phone call. And then another pro tip regarding this. Look at how much data we are sending to Zap here for you to manipulate in your automation. We have uh, all of their contact information, their contact ID. We have what type of phone number they dial from, we get tags associated with this contact. We get everything about the user that this contact dialed. And we get a bunch of status information about the call. So all of this information can be leveraged in your Zap. So if I'm building a Zap, and I want to use properties like what type of phone number did you call from, who were you calling? You can invoke those in your messages or in other data manipulation. And if I check sales message we'll see here not too long later at all. Here's our response. Sorry for missing your call. For a fast response, please text us. Very simple, but highly effective. Yeah, and to your point, David, you don't need to uh, have just one path along the automation. You can have multiple paths. And that's where you leverage these data points that you mentioned. Say for example, you have customers that are attacked. As for example um, high likelihood of churn. Or like they are just big customers. Then those ones you like, make sure that you call back right away. Or uh, leads that are about to close, so on and so forth. You can get pretty sophisticated with these automations. All right, uh, continuing on with some more use cases here. So the next one is actually very cool. So this is around building lists using tags for inbound messages. So let's say for example, you have your number out on Google, or uh, like uh, on the different channels you advertise your business. And you have inbound leads that come to you, right? So they come to you uh, through whichever channels you market your phone number at. And they either call you or text you. So in this scenario is you have the ability to automatically tag those new inbound uh, messages with a specific tag. That could perhaps mean a specific action within your team. So let's say for example, if uh, new leads come in, you can tag them with unassigned. Like there's no sales represent to them or immediate follow up required or anything of that sort. But the beauty here is that you don't have to do the tagging manually yourself. You're just having it running in the background. Every time an inbound message comes in. You start to uh, build those lists. You can get pretty sophisticated based on the text that is in the body of that message. Can attack them with a different tag. But yeah, so that's kind of the gist of this use case. And I will hand it over to you David, to walk us through it. Now I know some uh, of you joining probably weren't expecting any kind of it lesson. But I do think that this is important to point out is that if you have Zaps set up like we do, incoming message tag contact, but you also have Zaps like tag applied message contact, you can see how that's never going to stop and you made an infinite loop. So when you're creating these apps, do be mindful that one action can potentially affect another Zap. But if we want to look at this one again, this is kind of a simpler yet highly effective Zap. So, um, new text message received and sales message add tagged contact. So let's take a look at our sales message contact. We're going to mess with uh, my contact example here. So I see here on the right that I have tags and I have one applied called Users. But if I attach this number, our Zap is going to automatically apply a tag mhm, uh, lovely chirping sound. And now my message has arrived and very shortly that will trigger my contact enrolling into this Zap. Mhm. Again I think uh, Zaps do you know this sort of cron to update. So it's not like constantly looking, but it has very frequent sweeps to look for the update. I wonder if we have any questions. Q and a while we are hanging out. Yes. So I think while this app is running, one thing to keep in mind is a lot of the Zaps we showed today have more than two steps. And for those you do need to upgrade from a free account. So Zapper does a pretty good job at giving you um, uh, just about enough to taste, to get a flavor for the tool and kind of build simple automations. But you quickly start to, if you, if you're, if you're looking to do any serious use case, you quickly start to run out of the limit of tasks that they have allowed for you as well as how sophisticated of an automation you can build. So there's literally you can do with two steps. Like for example, this Zap we showed you here is a two step Zap. But um, quite often you will probably need more than two steps. Yeah, but tower to your point, these free Zaps, they're really good for getting started, getting familiar with Zapier. Um, so that way when you do get into more sophisticated multi step Zaps that are doing really good things, it's just going to be easier for you to get that set up. And uh, we did see while Tall was talking that we have the show and tell tag applied from our Zap. And if I come back over here, do a quick refresh to confirm that it indeed was from our Zap here. So incoming message tag contact. And that is exactly it. So here is this contact again. And we worked to apply the tag. Um, really cool, uh. Not only because you're automatically tagging stuff without doing anything, but it is important to note that tags, they build these lists in your account. So if I look at the Show and Tell, I can see, oh, here are all of my contacts from Show and Tell. Very easy to uh, come to the contacts page and create a filter. I think Show and Tell is probably just the Show and Tell context. Looks like it everyone has the Show and Tell tag. So now that I've automatically grooming my contacts into segments is very cool, you. Can from there start to push broadcast out, uh, to those uh, specific segments based um, on the need. Cool. So we got one more use case here before we switch to Q and A and that is essentially doing the reverse of what we just talked about. Let's say you have a scenario where you are like a team lead or uh, like you're just cleaning up the pipeline and you take a look at your uh, contacts and you see either some contacts that are dead leads or some uh, customers who are about to churn and you want to send them specific messages. But you don't have to go one by one. All you need to do is just go ahead and start tagging those contacts and then you can have Zap here send the right message based on the tag that you apply. For example, let's say you have, I don't know, you look at your CRM, there's 200 or so contacts there and there's 20 of them that you haven't gotten any response from over the last maybe one month or so. You can tag them with kind of like last offer or last followup. And that will send a pretty specific message or offer that you have to try to try to revive that lead. That's kind of an example. But the idea is essentially the reverse, applying a tag and sales message and having that trigger an SMS out. So I'll hand it over to you, David, to uh, walk us through how that works. All right, so here on my Sales Message screen, uh, is the contact we're going to apply the tag to, to force the message to send. But again, thought we would start here in the scaffolding of the Zap and just take a quick look at how we set this up. So, um, for the setup of the trigger, we're looking for a specific tag called Trade Show. And we could add more to have many tags that could potentially trigger uh, this uh, Zap. But we're just going to stick with the one for simplicity, of course. Uh, our Sales Message message, um, is just looking for the contacts formatted number. We select an inbox to send the message from. And just for the purpose of this example, a simple follow up message on Sales Message, you can apply tags to contacts in a variety of ways. You can do it in mass, using mass actions. You can do it in a one off like I'm about to do with this add tag button on the contact card. Um, you can also mass apply tags to contacts by way of importing the contacts. So in your Csv spreadsheet when you import a contact or contacts you can have them all tagged ah, simultaneously. So I'm going to go ahead and apply the trade show tag and then here comes through. Uh, and of course this one very snappy. Uh, applied that tag less than 20 seconds ago. We are working on it. There is my message there, just following up. Um, so certainly, uh, really fast when I do one contact at a time, but if I were to say to do this to 200 contacts simultaneously, I would expect that to take a little bit longer. Um, you can reach out to our support team to get hard numbers on what the message per second is for your number and your organization. Um, few factors that affect that but certainly, uh, uh, doing it like these one offs or even like a few dozen at a time. Very quick, very convenient, uh, method to follow up with contacts. Awesome. Thank you so much um, for that uh, David. And so I think I am going to switch back to the presentation here and go over some common questions that we get a lot of the time or uh, we have already been getting about these two features that we presented today and then we'll tag team number between uh, David, myself and Ben. So the first question which also came up actually in the chat, uh, how long does it take for the business profile to be approved and could there be any exceptions there? Yes. So typically that business profile is approved pretty quickly. Uh, most of them are approved in about 48 hours. Um, I do know that occasionally we'll get the business profile to update, um, with the carriers, but it might take some additional time for that to be reflected in my sales message application settings. So if you're someone who has already submitted your information and you're concerned that it's just taking too long, uh, please do request uh, from or our live chat that we just go ahead and check the true status of it and see if it's different from what you're seeing in your application. Uh, but of course, if it is really stuck and it's been quite a long time, uh, we can absolutely take manual intervention and get things uh, swiftly set up. Uh, excellent. Yeah, thanks for the update. There one cool thing about the business profile, just before I flip to this next question is when we were working on this feature, we wanted to design it in such a way that it's a set it and forget it. You get the business profile locked in once and then as we add more compliance features, as you might have seen when I presented it. There is one other feature, uh, for branded call that is marked as coming soon. You don't have to worry about that. Again, you have your business profile, uh, up and ready to go. So, uh, we touched on this briefly, but how long can my Caller ID be? So I'm just going to give the answer. It's 150 characters, so which is a lot to work with if you want to have, for example, the name of your company and then department for example, Sales Message support a lot of characters to work with. But if you're, uh, struggling to fit the name, you might want to get a little bit creative with acronyms and. So on and so forth. Or like just, um, abbreviations, uh, of last names, that sort of thing. Yeah. And do keep in mind how this looks on your end users device. So I would certainly suggest the short, uh, and sweet the better. Absolutely. I'll let you take this one, David. Will all my customers see my Caller ID even if I applied it after I applied? This is a really good question. So all of your customers would not see your Caller ID when you are set up? Um, I mean, there's a potential that all of them could, but it's more likely that they wouldn't, um, simply because the onus is more on your contacts carrier networks than it is on us to display that name. We put that Caller ID in place and it's there. But if your contacts destination device is not interpreting that data, if it's not looking for that data, it's not going to put it there. Um, another thing that I know is very effective for getting these Caller IDs to display is, uh, to just reach out to your carrier network as the contact who's trying to receive it. Um, often times you may need to upgrade your, uh, wireless plan to show you those sorts of, uh, caller insights. Um, that's usually coupled with the spam protection, ah, suite of tools. So if you do get a spam call, it will be a lot more, uh, likely to flag it as a spam call. But then the other side of that coin is if a business is registered, uh, with their phone number, like what we offer on Sales Message, then you would see their business name. And uh, as Tal said, that's a customizable name that you can configure from your Sales Message application. You could have not answered it better, thanks to that, for that. So, switching, uh, gears to more of the other side of the demo today is Zapier free? Simple question yes and no. So it is free to build the simple automations that do not take a lot of tasks. I would say it's good to learn about the tool to kind, uh, of test out if it makes sense for your use case. But if you're looking for anything. Kind of like high volume ah, series multistep automation. You might want to look into some of their paid tiers and they're not that expensive. You can start at the lower end and then scale up from there based on what you need. My uh, use case was not covered today. I know we went through five use cases, but what if your Use case was not on the list? Well, no problem at all. Uh, we will send a follow up email after it is, uh, like after the webinar, after I get the recording and organize, uh, everything, uh, just reply back with your use case. You reach out to either myself, David, or uh, just a message to support the be like, I have this use case in mind. A, does it make sense for automation through Zapier? And if it does, kind of get a little bit of a help and we are more than happy to help you out there. I can't even remember the number of actions and triggers that we have, David, and combine that with 4000 applications that Zapier connects with. So it's easy to say that the possibilities are endless, so it's hard to cover in one webinar. But we are more than happy to look at, uh, specific use cases if you do need to support. Uh, okay, well, beyond Zap here and even um, voice compliance, there are features that you don't see here. So what are the options there, David? The options are to just walk up to our product team and tell them what to build. And you can do that by going to Feedback Uh, go ahead and take a look at the features that we do have requested because certainly there are a lot of them. Make your voice heard by up voting and commenting on these posts to give your colored feedback on how these features should behave. Uh, and if you don't see your feature in there, you can see on the left that you can totally build new ones. Um, and that is a really easy URL feedback Additionally, this uh, portal is accessible from inside your sales message application. If you are looking at your Conversations page or your home page and Sales message, the bottom left hand corner is your profile menu. And if you look just a little bit further up from there, you're going to see, uh, place a button there to leave feedback. And we love hearing from you guys. Of course, you can also just tell us what you want from Support Chats or in an email or any other way that you communicate with us. Um, yes. And then, uh, so one thing I would add there is we take this very religiously in the product team. In fact, every time somebody up votes or adds a comment, we get a notification right away and the entire team sees it. So this is kind of the best way to get product submitted, uh, product, uh, feature ideas. So, um, we got a question from Matt here. He's wondering about HubSpot or Zoom meeting reminders. Uh, I'm not sure if you looked into that use case before, David. Uh, if you have, you can answer it. Otherwise we can take that question and reply back to Matt after that. Absolutely. So I'm really familiar with this, and in fact, Matt, I have a YouTube video that I can send you. Uh, go ahead and open a support chat with us. And David, I will send you that YouTube video. But basically in HubSpot, um, you can get as granular as by the hour or by the minute, but what you can do is you can do by the day. So you can get as good as I want to send a meeting reminder. That the day of the meeting. And you could do that without Zapier. Just Hub spot sales message. But if you wanted to get it as close as 30 minutes before 1510 minutes before your meeting, we would need to use a little bit of Zapier. Um, and like I said, I got the video tutorial for you. Speaking of, um, video tutorials, where can I learn more about features and improvements? Well, if you don't have the time for a kind of a longer session webinar where it's more of a workshop stop, we have tons of small, sub minute, uh, videos on our YouTube channel that you can go check out about all sorts of features and improvements. Um, the, uh, best thing to do is just subscribe to the channel and then you will get two pads. We release them. Uh, and then, uh, uh, that's how you can learn about, uh, the new things we release, uh, sales Message. So that pretty much covers the content I had for today. Any part of words. Uh, David, uh, just a sincere thanks to everyone who joined and participated and registered and is watching after the fact. And, uh, in fact, was that Matt who asked for the HubSpot visa? I just put the link in the chat for everyone here. So that's that YouTube page where a colleague of ours, uh, does a video walk through, how to get that set up, um, those are my party words. Thank you, everyone. Yes, just one quick thing on my side. Um, as we're trying to realign these monthly webinar series to be as helpful, uh, to our customers as humanly possible, we're really going to be trying to focus on specific use cases and how to best implement SMS for different business operations. Whether that's top of funnel marketing, lead qualification and sales process, customer engagements, support reviews, all of the above. Um, we have a few topics already in mind for the next couple of months. However, uh, we would really love your feedback on how do I use Sales Message for XYZ operation within your business unit. Uh, help us make these conversations more uh, valuable, uh, for you, so we can produce content and make sure that you're getting the most value out of your SMS engagements across your customer lifecycle. So whether that's, uh, in our support chat, sending myself, or toweed an email, we would love to ensure that these webinars are as relevant to your team's use case as humanly possible. Uh, uh, could not, uh, agree more, Ben. And even if you missed the webinar and, uh, you're wondering about a use case, uh, you are one question away from the answers. Absolutely. Thank you, everybody. Cool. So that concludes it for today. Thanks again for taking 1 hour of your time to come join us. I hope this was, uh, useful, uh, for you. And, uh, you'll get the recording along with a short video to walk you through how to get started with Zapier, uh, and then a follow up email. All right, thanks so much, everyone, and have a nice day.
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