E-sign overview:
Admin > Products (1) > E-sign (2)
From this menu you will find all of your current contract documents.
- When starting off with your first document, click on the "Create new document" (3)
- When you have existing documents, you can review them from this menu (4)
- 'Pages' - how many pages are involved in this document
- 'Contract' - total amount of contracts send (amount accepted, declined) & a review option.
- 'Active' - is this document in use <yes / no>
Creating a new document
This menu allows you to configure the document that is send over to a customer.
- Document name: how the customer will see the document when sent over.
- Linked campaigns multi-select: here you can select active campaigns on which this should be used.
- Active checkbox: where this document can be used (in above mentioned campaigns)
- SMS sender: when sending out a SMS, the customer will receive a SMS from this phonenumber.
Text is possible here, but it can only be 1 word, no special characters.
Please note that local operators might not accept your wording.
This will overwrite the phonenumber or name that you have in your message template. - E-mail sender: when sending out a e-mail, the customer will receive the e-mail from this address.
- Link expiry: the amount of days for which the offer is valid, starting from the moment it is send out by the agent.
- Logo image: here you can upload your own logo, which will show on top of your document which is send over to your customer. By default, this is the LeadDesk logo.
- Page 1 (2, 3, ..): here you can fill out basic information shown in the document.
If you have more than one page, there will be a "Next page" button at the document, until the final page is reached. On the last page there will be a checkbox for approval. - Insert tag: this allows you to add dynamic tags to your text field above, for instance to fetch the first name of your contact and placing it into your document.
< Hi {contact.fname} > would become <Hi Michael> - personalizing the document. - Button text: text displayed on the button at the bottom of the document, used for finalizing the contract. By default: "Next"
- Checkbox text: text displayed on the button at the bottom of the final page, indicating the customer agrees with the contract. By default: "I agree to the terms and conditions.
Remember to click on "Save changes" to save any alterations made to your document.
Sending out your document
Required: you need to have both at least one email and one SMS template available (one of each).
You can create these from Admin > General Settings > Message templates.
The above document can be send out using an e-mail or SMS template.
In your template, you need to put the following dynamic tag: {esign.sign_url}
During a call, your agent will see the E-sign tab in the contactcard, similar to the campaign web addresses (iframe).
Once the agent sends an order (not just selects) through the contactcard, (s)he can reload the information in the E-sign tab and select the e-mail template or SMS template to be send out to the customer.
The customer will receive your message and is then supposed to click on the link in the message itself.
The customer will be redirected to your document, at which point they will have to follow your text instructions.
Reviewing accepted / declined documents by your customer
If the customer accepts or declines the document that you sent, you can review this as:
- The agent > open up the contact card (either during the call, or from history view) > E-sign tab.
From here you can what pages where reviewed at what time and what the result was.
You will find the order information with order ID on this page too.
The reload button allows you to refresh when necessary.
- The Admin > products > E-sign > under your document you can now monitor:
- The amount of contracts send
- The amount of contracts accepted or declined
- By clicking on "Show contracts" you can review the content of those orders, including details of the customer and the timeline of acceptance of the document.
