You never have to wonder which customers are engaging and when to follow up. A customized dashboard will be your new favorite place to find opportunities.
Want to learn more about Customer Insights? CLICK HERE
Dashboard Table of Contents
Tabs
Viewed - list of packet shares that have been viewed
Hot List - list of packet shares that have been viewed more than 3 times (your most interested clients)
User Shares - list of all packet shares sent both viewed and not viewed
Price Changes - list of all autogenerated price change alerts that were sent by the iPacket system
Social - list of all packets shared to social media via the iPacket dealer portal Social integration
All Sent - list of ALL packet shares regardless of the type
Scheduled Packets - calendar view of all scheduled sends
Understanding Your iPacket Activity
Team Member - The salesperson who sent the iPacket (admins can view all users)
Customer - The recipient of the iPacket
Sent - The date and time the iPacket was shared
Views - A green circle indicates the packet has been viewed. The number shows total views—click it to see detailed timestamps of each interaction.
Type - How the packet was shared
Email (Portal) - shared via email
Email (App) - shared via email using mobile app
Email (Browser Extension) - shared via email using browser extension
Text (Portal) - shared via text message using desktop
Text (App) - shared via text message using mobile app
Text (Browser Extension) - shared via text message using browser extension
Autoresponder - Chat AI sent to customer
Weblink - generated custom weblink
Browser Extension Link - generated trackable link using Browser extension
Price Change Alert- Automatic price change alert sent on your behalf
Quick Share - iPacket shared via Quick Share in Mobile App
Module Quick Share - Individual document shared via the Mobile App
Autogen (CRM) - iPacket shared via CRM integration
Email Lead Autogen (CRM) - iPacket shared via CRM integration
Third-Party Integration (CRM) - iPacket shared via CRM integration
Insights
Link to the insight report for that particular packet share - showing the interaction data (what documents the customer clicked on and how long they spent on each module)
Questions? We can help!
Call iPacket Support at 855-893-9340 or email at support@autoipacket.com!
Still, need help?
We host live user training every weekday at 2:00 PM eastern. Register for training at the link below!