Shape’s QuickFire Connect alerts users via phone popup to make a call. QuickFire Connect is used primarily in distribution rules, but can also be used to ensure records are followed up within a timely fashion and callback appointments are made on time and never forgotten.
When users are alerted via QuickFire Connect, all users eligible to receive the notification will be alerted of the available record by an on-screen popup to accept and call the customer, or ignore.
Start by clicking Settings in the top navigation bar and clicking the “Phone Settings” drop down to find the “Quickfire Connect” settings page.
If you choose to add a new QuickFire Connect rule, it will ask you for rule specifications in the dropdown options. The receiver options are the individual(s) eligible to receive the QuickFire connect popup, and the push options include either round robin or first come first serve.
First Come, First Serve (FCFS): In this approach, all users receive simultaneous notifications, and the user who takes action first secures the record.
Round Robin: With this method, if a user rejects a notification, it is then passed on to the next user in the predefined list.
Quickfire Connect can be executed in two ways:
Triggers: These are events or conditions that trigger the display of a QF notification to users.
Distribution Rules: These rules determine how QF notifications are distributed among users.
To enable QuickFire Connect in distribution rules, navigate to Settings > Distribution Rules. Edit a rule by clicking the pencil icon or create a new rule by clicking on the “Create New Rule” button at the top of the page.
Select “QuickFire Connect” for the “Distribution Method” in the area that says “Distribution Rule” and choose the desired QuickFire Connect rule in the “Recipient Options” dropdown.
By switching to this distribution rule instead of “Round Robin” your users will be required to claim leads by clicking on the QuickFire Connect popup, which will immediately start calling the lead, enhancing your speed to contact metrics.
If you’d like to display certain information on the QuickFire Connect popup, such as key pieces of information to sell the deal on a one call close, you can adjust the template by navigating to Settings > Manage Notification Templates
Select “Add Template” at the top of the page to create a new template.
Title your template, then select the type of template you want to create. For this you will choose “QuickFire Notifications”.
Use the “See Data Merge Tokens” button to pull the necessary information onto that template from within the record.
Note: The popup will include all the information that you have specified in your template, as long as that information is being sent over by the provider or source.
This is due to the information not being provided by the lead provider to pull into the popup notification template. You can update your template from the Manage Notification Templates settings page
Manage Notification Templates: https://secure.setshape.com/notificationTemplate
Absolutely! Your options for the quickfire connect recipients can be set to user, team, department, all available users, or assigned user.
Absolutely! This is set by having a run schedule on your distribution rule. One rule for your Quickfire during business hours, and another rule for Round Robin after hours.
If a redistribution rule is in place, the QF popup will automatically close when the redistribution rule is applied.
If the QF alert popup is not interacted with after 30 seconds, it disappears. Triggered QuickFire connect popups are an exception and stay on the screen until claimed or closed.
When a user presses “accept and connect” with a QF popup, it automatically closes for other users. If a new QF alert is generated while a current one is displayed and not interacted with or closed, the new alert will not pop up to avoid multiple active dialogs.
If a user is engaged in a call, we do not display a QF popup to avoid interrupting their conversation.