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Created by Brynn Shorkey
Created on Oct 3, 2023

Update contact status when sending bulk/campaign texts/emails to Contact Attempt

useful to make us more efficient as a team

Jobs To Be Done

Want it to change status to contact attempt if we have bulk emailed or texted agents recruiting

Pain

have to go back and do another step, should be an automated step.

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  • Admin
    Brokerkit Product Management
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    Oct 3, 2023

    Brynn, Thanks for logging this idea.


    A couple of questions:

    • You are just proposing this functionality in recruiting and not retention, correct? I ask as the contact attempt status only exists in recruiting, not retention.

    • Related to the above, you mention bulk email and texting. In recruiting, there is only bulk email and not bulk texting to minimize compliance risk. Did you mean this would also apply when emails/texts are triggered via a campaign?

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