Operating Hours
This feature is designed to help administrators manage when leads will be made available to agents. This function will pause all incoming leads when outside of operating hours, sending them out one at a time when operational hours commence. They will be staggered to be sent out every 5-60 seconds to ensure the system doesn’t […]
Setting Up Reach
To begin using Reach for lead distribution across multiple reseller accounts, you’ll need to connect your parent company with one or more child companies. Follow the steps below to set it up: Step 1: Create Multiple Companies First, make sure your account has at least one parent company and one or more child companies. Step […]
Reach Tags
Using tags is the most crucial element to getting leads into the hands of agents. Reach tags are no different in principle than standard tags; however, they are fairly different to setup. When applying tags to agents in a Reach model, it is important to note that the lead is still owned by the parent company […]
What Is Reach
The Reach feature extends lead distribution across multiple partner and reseller accounts, giving parent companies greater flexibility and control when routing incoming leads. Instead of being limited to a single reseller’s network, Reach allows leads to flow across child accounts to ensure the fastest and most qualified response. Why Reach Matters In large sales networks, […]
Billing
To continue with uninterrupted service, please make sure a credit card is added under the billing settings. Bluebird does not store credit card information. All transactions are managed by Stripe. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available […]
Spam and Filtering
Handling Spam The Spam and Filtering settings are helpful if a company’s email endpoint is leaked or if a form is subject SEO research. Here, leads can be directed to agents or leads can be quarantined. If a lead is quarantined, the lead can still be accessed and routed to an agent as necessary. However, if a […]
Zapier Integration
Bluebird supports two important Zapier actions during the sales process: Using Zapier to add leads into Bluebird Integrating Zapier allows companies to connect services, such as GoogleForms, TypeForm, and other various CRM or lead generation systems into Bluebird using API without requiring a programmer. An administrator can set up Zapier with a trigger, such as […]
Salesforce Integration
Bluebird now supports Salesforce integration to synchronize your user’s list. Bluebird will populate your users with sales agents from your Salesforce account. These users are synchronized so you don’t have to do anything to keep your Bluebird users up to date. This is done on a daily basis. Requirements How To Set Up Salesforce Connect: […]
Facebook Lead Ads
Bluebird recommends using Zapier and Zapier Webhooks to integrate Facebook Lead Ads into our platform. To start you will need a premium Zapier account. If you are an app customer use the following to get your API key:https://app.gobluebird.io/{company_slug}/apikey (company_slug needs to be adjusted for your company) Or by going to integrations in the left side bar, […]