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There are a number of filters that we can apply to our Playbook library. The importance of filters will grow as the number of Playbooks growgrows. Possible filters include but are not limited to the following:
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A unique domain name is required to provide a publicly accessible URL for email Call-to-action links and treatment options.
Due to limitations of the DNS system, landing Landing page domains MUST must be different from the email domain used for customer outreaches. We suggest using a multi-level subdomain based on the e-mail – most commonly a www prefixsubdomains like mx.mycompany.com for email and www.mycompany.com for landing pages.
Outreach
Outreach n. – A message sent to a Customer on any Channel from the Symend Platform on behalf of a Client. It is mandatory to identify the Channel when describing an Outreach (e.g. email outreach, SMS outreach) to ensure clarity.
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This unique treatment methodology guides messaging and is foundational for personalized messaging that resonates with target segments
Blackout Dates
Blackout Dates n. – Selected dates in the system where the Playbook instructions will not be executed.
Configure send days of your choice or hold outreaches on weekends, special occasions, and any custom dates your business operations require. With new options, you can schedule triggers to find the best date to send before or after blackout dates.
Conditional Messaging
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Conditional Messaging
Conditional Messaging v. – Provide unique email messaging and call-to-actions for those tagged with specific conditions, such as eligibility for payment arrangements and other rules.
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Email Automation v. – Real-time automated email confirmations communication to provide information on the next - steps for customers.
Email Brand Builder
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File and Data Encryption v. – File encryption protects individual files or file systems by encrypting them with a specific key, making them accessible only to the keyholder. The goal is to prevent malicious or unauthorized parties from accessing files.
Symend securely encrypt encrypts files and data through SSL encryption.
Landing Page Brand Builder
Landing Page Brand Builder Buildern. – A brand tool to easily collaborate, approve and publish your website “landing pages” that are customized with logos, colors, call-to-action presentations, and images.
You may have up to 25 different landing pages.
Letter Services
Letter Services n. – The system where messages from our clients to customers is transmitted via the post office (ability to send physical letter mail )to customers using the national postal services.
Letter services is a trial system for one of our clients and will be rolled out to all clients in late 2022 or early 2023.
Load Balancing
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are limited access.
Load Balancing
Load Balancing v. – A methodical and efficient sequencing of customer outreach traffic to balance outreach distribution across the span of the day, ensuring contact centers are able to handle any inquiries that result from outreach.
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Playbooks, Playbook Settings n. – Your treatment campaign is executed in real-time, tracking data movement for all types of paths and moving customers into new Playbooks or Campaigns when they engage with an outreach/landing page, using controls on each path, until they exit a campaigns campaign, or entirely exit a playbook.
Risk Profile Segmentation
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Restricted Dates
Restricted Dates n. – Selected dates in the system where the Playbook instructions will not be executed.
Configure send days of your choice or hold outreaches on weekends, special occasions, and any custom dates your business operations require. With new options, you can schedule triggers to find the best date to send before or after restricted dates.
Risk Profile Segmentation
Risk Profile Segmentation v. – A descriptive summary of the size, needs, behaviors and preferences of customers within a particular market segment, with the goal of evaluating segment attractiveness and developing suitable strategies.
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Single Delinquency n. – Segment your at-risk customers and provide a standard treatment path with single cohort.
Text message (SMS) Personalization
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Text message (SMS) Personalization – Long Codes n. – Connect with more customers through personalized text messages over SMS. Just like email, this tool includes emails, text messages include merge tags for personalized treatment messages.
Treatment Flow Diagrams
Treatment Flow Diagrams n. – A visual representation of your campaign outreach flow for your customer segment.
Our simple treatment flow diagrams helps you visualize master treatment paths and decision tree branches and journeys
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communication.