You can utilize pre-fill to get documents signed quicker than ever. Pre-fill allows you to pre-fill data fields on your form before sending it via text to your customer. That way all the customer has to do is review and sign. Enhance efficiency with pre-fill by utilizing our custom fields…
Admins can now customize their website widget size, placement, design, and more. Learn how here.
We’ve refreshed our Contacts page with sorting and filters to make it easier for you to find and organize your contacts.
If your office is closing in observance of any holiday, make sure to follow these steps: 1. Close your queue by heading to Administration > Queues > View Queues > View Details > Toggle to Closed 2. Adjust the Auto-Reply message when closed accordingly 3. Ensure that all Captivated users…
You now have access to built-in QR codes for each of your SMS channels in Captivated. When the QR code is scanned by your customer, it will take them to your registration page in their mobile browser where they can agree to receive texts from your business. Click here to learn more.
A terminal user can click the lock icon to lock the screen and allow another user to access Captivated using their PIN. Click here to learn more.
You can now manually send your leads via ADF into your designated CRM. Once your Captivated Administrator has set up one or multiple “send to” emails (e.g. leads@abcmotors.com), there will be a “Send to CRM” button within the contact details tab within a conversation. To use “Send to CRM”, click…
Due to the change in industry-wide regulations, Captivated is requiring that each of our customers is registered via the Campaign Registry. We will take care of the registration process on your behalf. Please complete the required form linked in this announcement including your legal business name and EIN.
You can now search for specific text within each message of your conversations. To perform a full-text search, click the search icon and start typing in what you’re trying to find. Click here to learn more…
You can now use install the Captivated Website Widget template in Google Tag Manager to track activity and gather insights related to your website widget. Click here to learn more.