Posts by admin:
Triggers
Posted on: 30 May 2023
Triggers are a way of extending the automation in ClientTether and they are based on Notifications. If a Notifications is generated then you can tell the system to launch an Action Plan or a Text/Email Template. Not all Notifications are included.
New Meeting Scheduler
Posted on: 30 May 2023
An introductory walkthrough of the two paths the New Meeting Schedule can use to get contacts into your list. ClientTether Meeting Scheduler Feature Documentation Overview ClientTether’s meeting scheduler is designed to optimize your daily schedule by grouping appointments within a reasonable drive time. This ensures that your appointments are efficiently managed, minimizing travel time and […]
Filtering for Duplicates
Posted on: 20 Apr 2023
Filtering is a way of reducing the records in your Client List that you are working with. Finding duplicates is an excellent example.
Proposal Field Types
Posted on: 18 Apr 2023
When you build a proposal in ClientTether, you will be using our proposal’s custom form editor to build each Line Item. Each field in the Line Item will declare its field type, giving unique properties to each. This slide deck will introduce you to the Field Type options.
Hosted Pages: New Meeting Scheduler
Posted on: 30 Mar 2023
The New Meeting Scheduler replaces the previously released Online Scheduler, which will be removed once we get all Users converted. There are three main steps to using Hosted Pages.– Set-up the Hosted Page: New Meeting Scheduler– Assign the Hosted Page Token to a Template– Send the message to a Contact In the video above, step […]
Multiple Proposals per Opportunity
Posted on: 29 Mar 2023
This was a customer driven feature. There are generally two scenarios where multiple proposals are useful. One scenario is when each proposal is unique and the other scenario is when a portion of a proposal is duplicated on another. Because proposal data is used in charts, Users will need to pay attention to the checkboxes […]
Increase Email Open Rates with Video Content – Here’s How to Include Videos.
Posted on: 22 Feb 2023
Adding videos to emails can bring numerous benefits to your email Templates and Action Plans. Here are some of the key advantages: In summary, adding videos to your emails can be a powerful way to increase engagement, improve click-through rates and conversion rates, better retain your audience’s attention, and boost your open rates. With the […]
Building Tokens in URLs
Posted on: 20 Feb 2023
The expansion of Tokens has lead to an increase of Users asking about how to build Tokens into custom links or URLs inside of ClientTether. We hope the above video will help your understand this feature. The first step is understanding what data the URL will accept in the form of Key:Value pairs. In our […]
Hosted Page CT Sign: Edit when shared
Posted on: 02 Feb 2023
A CT Sign Hosted Page can be shared with subaccounts. If the subaccounts wants to edit their own copy of the shared Hosted Page they must first Clone it to their own account. The original shared Hosted Page is owned and maintained by the Multi-Level account that originally shared it. The Cloned Hosted Page is […]
Proposals Tax District
Posted on: 02 Feb 2023
A Tax District can be created and assigned to a proposal based on the Account that the Contact is currently in. If the Contact is moved (see below) the system will evaluate the assigned Tax District and reassign it according to the Default Tax District in the receiving Account. The Move processes that will evaluate […]