1. Full Court Press: Communication Methods
Presented by
Adam Moddrell
Matt Anderson
Parris Vitela

2. Jump Ball!
Creation of lists Mass Mail & Text from Advance Search
Templates: Standard and Custom
Permissions and Security
Reporting
Questions

4. Benchwarming Creation of email lists
Ability to refresh, update and distribute
Static Groups
For lists that rarely update
Favorites
Dynamic Groups
For lists that frequently change
Saved Searches

5. Benchwarming 2 4 1 3

6. Running the Point!
Mass Mail, & Text directly from Advance Search
Run the Search
Select Results
Action > or Actions > Text

7. Benchwarming 3. 2. 1.

8. Running the Point!

9. Running the Point! Choose a pre-made template
Allows you to type up an or text
Choose a pre-made template

10. Create a point of attack
Templates
Standard Templates
Currently there are five default templates available in Avionté
Custom Templates
Extra Entities

11. Standard Templates

12. Custom Templates

13. Zone Defense Set up Extra Entities
Agency
Employee
Assignment
Order Candidate
Contact
Temp Order
Customer
User

15. Zone Defense Set up Extra Entities

16. Zone Defense Set up Extra Entities
Order_Temp Entity

17. How would you set it up? Rewrite your email with these goals in mind:
Personalized
Specific
Utilize existing data!

18. Zone Defense Set up Extra Entities

19. Nab the Turnover There are many standard email templates
Use templates that will be sent during the online application process
Customize the text and wording by branch

21. Permission Setting – Config Option
Allow or deny permission to send s or texts
AllowTextMessaging – causes Service Provider field to populate
AllowSend – allows user to send s
Set permissions for specific users or groups
Admin Tools > Config Option > Config Option by FKName tab

22. Config Option

23. Permission Settings – Menu Visibility
User visibility permissions
Enable users or groups to see menu items
Template
Mass Mail
Admin Tools > Form

24. Form

25. Reporting
Report Metrics
Staffing Action AQ
Mass Mail History

26. Staffing Action AQ

27. Email > Mass Mail > History

28. Questions?