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Showing articles from OAP CSR tag

Tags, Program Type and Status in Infusionsoft

Tags are simple pieces of data — usually no more than one to three words — that describe a client type. Tags provide details about a client's purchase, program status, or client type and make it easy to locate related items with the same tag. Tags are one of the most powerful segmentation tools in Infusionsoft.…

Using Canned Responses and Links in Happy Fox

With pre-written or "canned" answers, a customer service rep can save time and quickly answer the most common questions. Select canned action ,  you can search for a topic or scroll and select your reply.  Commonly used links, like our booking link, are also available. Once you select your canned action,  you …

Ticket Routing through Happy Fox for OAP CSR

Customer Support Requests are routed to the OAP CSR from the website help button, customer support email inquires ([email protected] & [email protected]), and the phone system. These support requests are tagged and moved into the Happy Fox interface, where they are assigned to the OAP CSR an…

Changing an Address In ShipStation

If a client has already paid their invoice but requests a change to their shipping address, you will need to navigate to ShipStation to change the address and shipping label. Search client by name, confirm the pending order is still  awaiting shipment or on hold . Click on the order number to access the prof…

Understanding Lead Quizzes and SalesMsg, the Front-End Lead Tools

It's helpful to know how leads enter our ecosystem, the messaging and marketing they are exposed to, and how they ultimately become clients of the Online Acne Program. Our first touch ad to our targets is the Acne Trigger Finder Quiz  After they take the quiz, the lead enters our sales funnel, and the quiz resul…

OAP CSR -Checking and Responding to Voicemails in Virtual PBX Dashboard

Log in and select your voicemail box; for " OAP CSR ", select the hamburger menu from the right hand side, and select Voicemails. Choose your voicemail box: " online NAC customer support ". Select a voicemail to listen by pressing the play button. If you still need to work with the voicemail, check …

Understanding Different Call Types and Providing Scheduling Link

The Clear Skin Discovery Call (CSDC) and Clear Skin Discovery Session (CSDS) are the same call, but they maintain slightly different naming conventions for marketing purposes. If you are messaging with a customer, and they are inquiring about booking a call, you can provide this link and they can select a tim…

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