Scripting in Velocify Lead manager enables administrators to create scripts that guide users through calls while updating lead data in real-time. Let us see the step by step instructions in creating, editing and enabling scripts in Velocify.
- Script Creation and Setup:
- Access the Scripts section through the administration menu.
- Create a new script by providing a title and saving it.
- Add script elements (questions or statements), associating them with lead fields as needed.
- Enable the option to reveal script elements one at a time for a step-by-step user flow.
- In this view, where Script Elements are revealed one at a time, users will read each script element, populate the corresponding fields, and then click the “Next” button to reveal the next element. This process continues through the script until the final question or statement is reached, at which point the “Save” button will appear.
- Once all script elements have been completed, the script should be saved, and any necessary actions based on the lead data should be taken.
2. Managing Script Elements:
- Add, reorder, edit, or delete script elements.
- Script elements can be statements or questions linked to lead data fields, and field tags can be used to personalize scripts dynamically.
- Make certain script elements required for saving the user’s progress.
- Field Tags can be used within Script Elements. These are placeholders that reference specific fields in a lead record. When the script is read, the field tags are automatically replaced with the corresponding data from the lead.
3. Filters and Lead Targeting:
- Apply filters to scripts to ensure they are presented to the correct leads based on specific field values (e.g., geographic location).
4. Enabling and Using Scripts:
- Scripts need to be enabled for users at the group or individual level.
- Administrators can set the script view as the default when users access the lead form.
- Users can toggle between the script view and the lead form view while handling leads, with the option to show all script elements at once or one at a time.
To learn more about Scripting in Velocify Lead manager, click
https://help.icemortgagetechnology.com/documentation/velocify/Content/Velocify/Welcome.htm
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
