Latest Releases For Kit Type MCA CRM (iMerchant)

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.