Track Contact Priorities
Track contacts get assigned to individuals on a round robin basis as individuals get added to tracks based on their campus. Sometimes it is best for some individuals to be assigned to track contacts based on age or gender. Its possible bow to route individuals based on the gender of the individual and/or based on either a starting age, and ending age or an in between age.
To add priorities to track contacts, go to the track that has the contacts, click on the track contact section
And then click on the track contact that priorities need to be set for. There are priorities for gender and for age. If both are selected, the priority would be considered 'and' ex: 'Individuals with a gender of Male and 18 years old or younger'.
Track contacts still have the possibility to be assigned individuals that are not within the priority set. Setting priorities say people that meet a certain criteria will only get assigned to the contact.
If TrackContactA has Male as a priority and then TrackContactB does not have a priority set, both contacts will get assigned Females but only TrackContactA will get assigned Males.
On the track contacts listing, icons will appear to visualize who has track contact priorities.
Whitelabel Custom Email Domains
Growth currently sends emails on a track contact's behalf. Since emails need to come from a domain that Growth has, all emails were sent from the growthmethod domain. With this release, we are adding the ability for an organization to setup their domain to be whitelabeled with Growth so Growth can send emails on behalf of the organization.
A full write up can be found by clicking the below link.
Existing Twilio Accounts
Growth sends / receives both text messages and voice calls using a phone provider. Some organizations have expressed interest in using their own already existing Twilio account with Growth. We are happy to announce that now this is possible.
Organizations can give Growth authorization to use their Twilio account to send / receive SMS messages from phone numbers that exist in the organization's Twilio account. Depending how phone numbers are set up inside the organization's Twilio account, Growth will still be able to send / receive voice calls from these numbers as well.
Organizations can Opt-In by providing the Twilio Account Id and Auth Token to Growth. By doing this, Growth will create some values inside Twilio in order to tie to the applications together. From there, everything will work as it did beforehand.
When using an existing Twilio account, the organization can select to 'Use an Existing Phone Line' from the Mobile Office area to tie a phone number that already exists to Growth.
Adding Images to Forms
It is now possible to add images to Growth Online Forms. Adding images uses the 'Paragraph Text' styling. Dragging the Paragraph Text style to the area that the image should appear will display an HTML editor. Click on the Image icon to select an image from your personal computer to upload to Growth.
Growth has added an address for the Campus that can be populated optionally. Populating the address here will be used as the return address for any postcard that is sent. Historically, every postcard needed an address filled out. The address per post card has been removed and the address has been moved to the Campus. To update the address of the campus, go to the campuses section and click on a campus that needs an address alteration.
Get Notified for Form Submission
It is now possible to get notified via email for any form submission and/or any form submission that is in a discrepancy state. This can be customized per form under your profile settings. (Click your name in the top right and then click profile settings)
From the profile settings, you can add form notifications for any form that you want to be notified about. Click on the Add Form Notification and select the form you would like to get notifications for.
Once you select the form that you want to get notified for, click on the "Add" button which will add that form to the preference rules list.
For each for, you can choose to receive email notifications for any form submission and/or forms that go into a discrepancy state that need your attention.
When electing to get notified for every form submission, this is a one by one email so if you expect heavy traffic to your form, expect your inbox to get filled quickly.
Receiving Voicemail from Mobile Office Number
Growth now allows for voicemails to be left when owners of Mobile Office numbers are unable to answer the call. When an individual calls an mobile office number, if the call is not answered within 15 seconds, the individual will be prompted to leave a voicemail.
If the user leaves a voicemail, the mobile office number owner will receive a push notification indicating that a voicemail has been left and is now ready to be listened to.
Email notification will also be sent when a missed call and / or a voicemail is recorded that is ready to be listened to.
Voicemails can be listened to within the web application or on your mobile device through the native iOS application or the browser based application. Once you are logged in, click the phone icon on the top right of the screen and that will list past calls in the last 90 days. If there is a voicemail attached to that missed call, a play button will appear.
Ask for Campus During Text Keyword
Text keywords allow for a user to quickly text a single phrase to a number dedicated to your organization to get quickly plugged into a track or pushed a form. Since tracks understand campus, getting an individual plugged into the right place including the right campus is very important as it limits the amount of reassignment that needs to happen and lessens the confusion to the individual as they will have now one single point of contact.
For multi campus organizations, identifying the campus that the individual is attending that triggered them to text the keyword used to require a keyword per campus. Now we can have one keyword and select the campuses that this keyword is attached to and the during the conversation, Growth will ask for the campus the individual is attending if necessary.
Selecting the campuses that are included is as easy as just checking the campuses when editing or creating a new keyword phrase. The campuses selected will be numbered in the text keyword conversation to the user and allow them to choose the campus which will ensure that they are put into a track under the correct campus from the start.
Individual Communication Patterns
Growth now has the ability to allow each individual span of care owner to manage their own communication patterns for a step in a track that the admin allows. This will allow each individual to customize communications to match the way that they like to communicate with people. This includes managing Time Delays, Text Messages, Phone Calls, In-Person Meetings, Sending of Post Cards, and even Manual Tasks.
Admins can choose to allow custom communications per step by:
1. Clicking on Steps
2. Click "Edit Steps"
Then hover over the step that should be changed and click 'Edit' and check the box 'Allow Individual Comm Patterns'
With this selected for the step, a span of care owner can go to the track, click steps and see the communication patterns they have the ability to manage. If its manageable, there will be a 'customize' button that is clickable.
Clicking the Customize button will take the span of care owner to their version of the communication pattern where they can manage and change it how they want to. At any time, the span of care owner can revert the communications back to the default by clicking 'Revert to Default Communications' on the top right.
As an individual gets assigned to this span of care owner, actions will be created that match the span of care owners communication pattern.