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March
16

In this episode of Tech Tuesday, Harley Wolfarth demonstrates the new Behavioral Alerts that have been added into DeltaNET 6.

Video Transcription

Harley:

Hello and welcome to another edition of Tech Tuesday, presented by Delta Media Group, where we've all been reading a book about antigravity and now we just can't seem to put it down. So today, we are going to take a look at some new functionality we've added to the DeltaNET that will automatically reach out to customers and can also reach out to you whenever a customer performs a certain activity or a certain behavior. So it's another step toward adding more automations to the DeltaNET to kind of have the system reach out to customers and stay in contact with them on your behalf. And then also keep you informed as to what the system's doing for you.

Harley:

So to get to these settings, we can click on our settings gear up here on the top, and then you will likely find a new tile on this page called behavioral alerts. If you don't see it, you can type that in here. And you can see that it'll narrow down to just that tile. Or I could also just type it into my quick actions, no matter what page I'm on. And you can see that it'll come up here as well. So, however I get to this page, once I get the tile to come up, I'll just click on it, and that takes me through to those settings. Now, the basics to how this system works is, up here, you will define which customers you would like to be affected by it. And then down here, these are the automations that will act on those customers. And then you have some settings related to those automations.

Harley:

So the idea is, if I go up here and I turn on suspect, that's going to make these behavioral automations act on any customer that is in my suspect group. And then down here, if any customer in that group revisits the website after 14 days, they will get an email and/or a text message. If they visit five times in the last week, they'll get an email or a text message. If they view the five properties in the last day, they'll get a message. If they view 10 properties in the last week, they'll get a message. If they view a single property three times, they will get a message. Or if they set a property as a favorite, they will get a message based on these settings. So that is how this works.

Harley:

So once you've turned on a customer type, all of these automations are active for that customer type. So the additional settings you can apply here are, if I switch this on, this means that in addition to sending an alert or a message to the customer, it'll also send you an alert just letting you know that a customer was messaged. So that's what this toggle does. So if you wanted to get notified in all cases, you could just go through and switch them all on.

Harley:

Now, the next thing you can do here is we can customize the email message that goes out to those customers. So if I click that, you can see we've got our email message settings. And all that we do is we can customize the subject and then customize the message itself. And then that's the message that goes out to the customer. And then next, we can customize the text message as well. So if I click on text message, you can see we've got some text message verbiage kind of pre-filled for you, but you can modify that.

Harley:

Now, the way the text messaging works is you have to have a virtual phone number set up, and we do have a virtual phone video set up and in the system already. So you can see a Tech Tuesday video on that where we cover how to get that going. And the other thing is, the customer that performs the action, so the customer that this automation is acting on, must also be opted in to the receipt of text messages. And again, how they go about doing that or how you go about doing that for them is also covered in that virtual phone number video. So that'll allow the system to send out text messages on your behalf using your virtual phone number. And then those customers will get that text message instead of an email. So it's just another way to reach out to them. But that's it. That's how you get this system to work.

Harley:

Now, up here, we have all of these laid out. These are actually the pipeline phase groups. So the pipeline phases are set up at the company level and ultimately are designed primarily to interact with the pipeline manager, or the sales pipeline interface. We're doing a lot of updates to that and kind of building that system out. So right now, you may only have one or a couple of pipeline phases that show up in here because that's all that's set up at the company level. But more of those will start to get set up as we roll out more of the pipeline interface functionality. But for now, whatever groups you have set up are the groups that you can use for this.

Harley:

So the idea is that I will take my customers and then as they move through the sales pipeline of the sales process, I'll move them into a group that fits what phase of the process they're in. And then that will make sense in relation to this system, because you'll know that this is acting on customers that are only in certain phases of the pipeline. Like maybe you won't have this turned on for closed customers, because if they revisit the site, maybe it doesn't make sense to send them messages. However, it would make sense to have this on for like suspect and prospect for sure, because they're going to be visiting the website regularly, you hope, and interacting with listing detail pages and running searches, things like that. So that's how this is set up.

Harley:

Now, just real quick, when it comes to adding customers to this group, there are a couple of different ways you can do it. The easiest, especially if you're kind of starting from this page, is generally just going to be to search for them up here. And if I had typed in a customer that was in my database... There we go, that'll work. So if I view customer info here, it takes me to that customer's profile page. And then if I... here we go... scroll down to their profile section, I'm going to edit profile. And here under groups, I can add them to the different groups. So if this was a person who was in the suspect phase, I can just go in here. Or actually not under groups, pipeline phases, rather. And if I click on that, I can select what phase they're in. So we'll say suspect on this one. And hit save. And there we go.

Harley:

So now that this customer is in the suspect pipeline phase, if I go back to my behavioral automations, I'm going to go ahead and use the shortcut for that. Here we go. So I can have this switched on for suspect and then say I want to get these alerts also. And now what the system would do is, for that customer, because they're in the group that this system is affecting, if they revisit the site after 14 days, they'll get this message. And then I have the alert turned on so I'll also get the alert. And then they'll get alerts for the rest of these also if they perform those activities. So there you have it.

Harley:

Now, the one other thing to keep in mind, as with many of the pages in the DeltaNET, is that I've made a bunch of changes on this page, but they don't actually take effect until I click this update settings button. That's what actually saves the settings and really makes those settings live so the system can start working on those. So there you have it. That is the behavioral alerts system settings, and how you can use that system, and kind of how that interacts with your customer. So as always, thanks a lot for joining me. If you have any questions, comments, concerns, feel free to send an email to support@deltagroup.com, or give us a call, and we will help you out. Thanks a lot.

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