📝Outbound Sales

Begin by clicking on the three dots (...) next to your customer service provider team, followed by "Configure permissions".

In the popup, toggle on the "Outbound Sales Provider" switch. This will open up some options where you can allow the customer service team to setup:

• Webhooks

• Campaigns

• Coupons

Toggle on which options you wish for this team to have access to.

Keep in mind: As shown in the picture above, coupon creation can affect revenue. It is highly advised you monitor usage regularly.

You can also enter a Custom AffId in the supplied field. This is valuable if you wish to fully track any orders created by this customer service team.

If you toggle these off later, any webhooks, campaigns or coupons by this customer service team will be set to inactive. If you toggle of "Outbound Sales Provider", then all webhooks, campaigns and coupons created by the customer service team will be set to inactive.

When you're all finished, click "Update Configuration".

Monitoring CS Webhooks, Campaigns and Coupons

In this sub-section we'll show you some examples of how to keep tabs on webhooks, campaigns and coupons made by your customer service team.

Webhook Monitoring

Click on Settings in the bottom left of your dashboard followed by "Webhooks".

Notice at the top of this screen there is a "test" webhook with a "CS" appended. This signifies that it was made by the Customer Service team. You can also tell by looking at the "Create By" column, showing "CS".

Coupon Monitoring

Click on "Coupons". In this example you will see one coupon called "test123", also with "CS" appended and "CS" under "Created By".

Campaign Monitoring

Click on "CRM" in your left-hand menu, folllowed by Campaigns. You'll see a list of your campaigns and underneath the "Created By" column you can quickly see which ones were created by your Customer Service Team.