Latest Integrations

Announcing the BPO Kit’s integration with Spinify. Spinify is a gamification platform which allows you to create leaderboards tracking your agents’ performances. These leaderboards may be displayed on the screens in your office to reward the agents who perform the best.

 

There is no user interface for Spinify within the BPO Kit instance. For you, the user, everything you need to configure may be found within the Spinify interface.

 

Your first step will be to contact Spinify to secure a license for your organization or business. Once that’s done, you may send us your Spinify account credentials, and send us a summary of what BPO Kit data you would like tracked through Spinify’s leaderboards. For example, users of the BPO Kit’s iMerchant instance may want to create a leaderboard which tracks the number of funded units for each user.

 

Next, you’ll want to populate your Spinify account with users. To do so, select Users on the left toolbar, then Users again, and click the Add Users button at the top right of the screen. Please note that each user’s email address in Spinify must match his or her email address registered within the Managed Users section of your BPO Kit instance.

 

Next, to create a leaderboard, select Leaderboards on the left toolbar, then click the Add Leaderboard button at the top right of the screen. First, you select what will be included on the leaderboard, like Deals Won. Then, you can declare your target, whether it’s the number of deals won or the value of those deals. If you wish to include a different type of data on your leaderboards, or would like help setting up your leaderboards, please let us know and we’ll assist you.

 

Once your leaderboards are set up, and we’ve prepared your instance’s integration with your account credentials, you will see your leaderboards begin to track your agents’ data. Please note that data entered into your BPO Kit instance prior to a leaderboard’s creation will not be tracked on that leaderboard. A given leaderboard will only track data which is entered after the leaderboard is created.

Nextiva Integration
Using the Nextiva integration, users can track their agents' calls, call times, and calls missed while creating custom triggers against the integration's call events. In addition, call data are included in native Desk Performance Reports when this integration is active. This allows call performance to be compared with milestone-based performance for a clearer picture of overall user activity.

Using HelloSign, users may sign, fill out, send retrieve, and save documents using a cloud-based electronic signature tool. Any documents signed using HelloSign are legally valid under the Electronic Signatures in Global and National Commerce Act.

To enter your HelloSign integration credentials, head over to Tools & Reports -> Management Tools -> System Statuses. You should enter your HelloSign API Key in the field titled HelloSignAPIKey. You may also toggle the test mode status of your HelloSign integration with the HelloSignTestMode field; the values are 1 for On, and 0 for Off. Also, the field HelloSignActive determines whether the Send E-Sign Request control shows up at all in the Files dialogue of the given lead record.

To send a document using HelloSign, navigate to your desired lead record, and click the Files button. Check the file(s) which you would like to send, and then click the Send E-Sign Request button. This button will send the request signal to your e-signature provider, which in this case, is HelloSign. This will, in turn, send out the request to your lead record.

Through HelloSign, if the initial e-sign request is not acted upon, the recipient will get reminder emails until they either sign the document or explicitly reject it. If there is a disclaimer about the document being non-binding, then that is because you left the HelloSignTestMode setting in System Settings on On.

MailChimp Integration
Our integration with MailChimp can be leveraged in one of two ways:
  • As a milestone-triggered campaign strategy. This is similar to using Master Recycling to generate timed exports or recycling moves. A filter set is created and added to your monitor. When a record qualifies for that filter set, a pre-determined message is triggered.
  • With batch updates. This involves once-daily updates between your system and your MailChimp account. A batch of updates are sent to your MailChimp account overnight. Your updated MailChimp records can then be acted on according to your campaign strategy within that platform.
Lending Tree Integration
Using the new Automated Offer Programs tool, users can now automatically respond to Lending Tree requests for real-time decisions .
Constant Contact Integration
Our integration with Constant Contact can be leveraged in one of two ways: 1. As a milestone-triggered campaign strategy. This is similar to using Master Recycling to generate timed exports or recycling moves. A filter set is created and added to your monitor. When a record qualifies for that filter set, a pre-determined message is triggered. 2. With batch updates. This involves once-daily updates between your system and your Constant Contact account. A batch of updates are sent to your Constant Contact account overnight. Your updated Constant Contact records can then be acted on according to your campaign strategy within that platform.

To submit a merchant record’s information through the built-in On Deck integration, navigate to your desired merchant record, click Checklist, then click the On Deck button. To begin a new request, click the New Request button.

First, select your Request type: Pre-Qualification, Pre-Approval, or Application. Then, once you fill out all of the fields on the initial page, click Continue. Fill out the fields in the next screen, and click Continue again. You have now arrived at the final page. By clicking Continue here, your request will be sent out to On Deck.

For more information on submitting business information to On Deck, and setting up your On Deck Integration, please watch the video provided, and feel free to contact us with any questions or concerns.