BLITZ FAQs

View Full Sized Article

Before getting started with Blitz, it is helpful to gather a list of lead sources so you can set up the systemto properly document, track, and follow up with each.

Leads can drop into Blitz automatically from lead providers,spreadsheets can be imported, leads can be typed in individually, they can be added from a web form, and more.

Common sources include:

Weblead providers

Lead list providers

Referrals - From clientsand businesscontacts

Website forms

Old quotes

Events

Office call-ins or walk-ins

Past clients or winbacks

Current customers - For cross-selling

Social media

Click here for a full list of Blitz's partners

Now that you have a list of lead sources, it's important to define your sales process and how your businesses follow up activitieswill work. Below are a few questions to ask yourself before getting started:

What are the steps in mysales process?

This could be as simple as Contacted, Quoted, then Sold. This information will come in handy later when we define Statuses and Milestones in Blitz.

How does mysales process differ for each lead source?

For example, you may have a more aggressive follow-up plan for web leads vs. a requote or cold calling list. If you have the Workflow feature, you are able to automate these processes.

What methods of contact will Ibe using to reach out to leads, and how often?

This is generally a combination of phone calls and emails and differs for each lead source.

Who will be working the leads?

Will a new lead be assigned to someone right away, or willavailable sales reps take new leads first come first serve?

Will the lead be passed to a different person at any point in the process (for example, from a telemarketer to an agent?)

View full article

How to I assign all contacts in a folder? How do I assign or reassign only part of a folder? How do I reassign contacts from one user to another user?

How do I assign all contacts in a folder?

Go to Administration > Bulk Assignment.

Stay on the "Assign Leads by Folder" tab, and select your Folder.

Select the users you would like to assign leads to by percentage, and click "Assign Percentage."

Give each user a percentage by typing a number in the white text box, so the total is 100%.

In the "Include" dropdown, choose whether you'd like to assign all leads or only the unassigned leads. If there are already assigned leads within the campaign, generally you will choose "Only Unassigned Leads" to prevent overwriting the assignment on existing leads.

Click Submit.

How do I assign or reassign only part of a Folder?

Go to Leads > All Leads By Folderand filter to find the contactsyou would like to assign/reassign.

Click the top checkbox on the left of the list to highlight all contacts on the page. If you have multiple pages of contacts, a yellow box will appear above the list giving you an option to select all.

Above the list, select "Assign To" in the Select Action dropdown. Choose the user you would like to assign the leads to, and click "Assign Leads."

To assign part of a folder by percentage (vs. to one user), first the contacts must be isolated in a new folder, then assigned using Bulk Assignment. Click here for instructions on moving contacts to a newfolder, and click here for instructions on using Lead Distribution.

How do I reassign contacts from one user to another user?

Go to Administration > Bulk Assignment.

Click one of the "Redistribute Leads by User" tab.Advanced - Allows you to reassign leads one campaign at a time.Basic - Allows you to reassign all leads at once.

Select the user to take leads from.For Advanced, also select the campaign and types of leads to reassign. Repeat for each campaign that needs assigned.

Select the user to reassign the leads to.

Click Reassign Leads.

How do I use the user activity report?

How do I use the lead log history report?

How do I use the lead snapshot report?

How do I use the Milestones report?

How do I use the tagging report?

How do I see what was done with my new web leads?

How do I track total calls and actions for a user?

How do I see how many leads were assigned to a user, and what they have done with them?

How do I track speed to contact, or speed to sale?

How do I see who leads are being auto assigned to?

How do I see what was done with an imported list?

How do I see what was done with new manually added leads?

How do I find all leads that meet a certain criteria?

How do I get a detailed list of all calls or actions performed during a certain date range?

How do I see my new leads when they come in?

How do I use the User Activity Report?

The User Activity report tallies total Actions entered and Milestones reached for a certain user over the course of a date range. This information is gathered based on the user's history notes entered on leads.

Navigate to Administration > Reports, and click on User Activity.

Choose a user and date range.Optional: Group by Folder or Source. This will give you separate reports for each Folder or Source.

Click Generate Report.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Lead History List report?

The Lead Log History List report lists all history notes entered on leads during a date range, along with the lead's information, the note author's (Blitz user's) name, and the date and time the note was added.Above the report, bar graphs summarize the data based on types of user actions, types of system actions, and the author of the note.

Navigate to Administration > Reports, and click on Lead History List.

Choose a date range, and any filters from the dropdowns. If filters are chosen, only notes that meet the filter criteria will be displayed on the report.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Lead Snapshot report?

The LeadSnapshot report is meant to view a group of leads that are actively being worked to track progress. The report lists each lead, the assigned user, the next appointment date, the last history entry created by user and system, and when the lead was created. Below each lead, all Milestones reached,every email event (delivered emails, emails that have been opened, links clicked), every user action date, and every system action date. Above the report, bar graphs summarize the data based on current Milestone and Status, current assigned user, lead types, and lead sources.

Navigate to Administration > Reports, and click on Lead Snapshot.

Choosefilters from the dropdowns to display the group of leads you are looking for.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Milestones report?

The Milestonesreport lists all Milestones reached in a given date range. For each Milestone reached, elapsed time is measured for time to reach the Milestone, time the lead was at the Milestone, and time since the lead was at the Milestone.Above the report, bar graphs summarize the data based on users, Milestones, and lead sources. This information is gathered based on the history notes entered on leads.

Navigate to Administration > Reports, and click on Milestones.

Choose a date range and click Generate Report.

The results can be filtered, sorted and/or grouped to find needed information.To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.To sort,click on any column header on the report to sort by that column. Click again to reverse the order.To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Tagging report?

The Taggingreport lists all Tags addedin a given date range. Above the report, bar graphs summarize the data based ontags, which users added the tags, and lead sources that were tagged.

Navigate to Administration > Reports, and click on Tagging.

Choose a date range and click Generate Report.

The results can be filtered, sorted and/or grouped to find needed information.To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.To sort,click on any column header on the report to sort by that column. Click again to reverse the order.To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with my new web leads?

The best way to see a summary on activity with new web leads is by using the Lead Snapshot report.

Navigate to Administration > Reports, and click on Lead Snapshot.

For "Lead Type," choose Web Lead.

For "Lead Created," choose a recent date range.

Choose any other filters to find the information you need.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I track total calls and actions for a user?

To see a summary of total calls and actions for a user, runthe User Activity report.

Navigate to Administration > Reports, and click on User Activity.

Choose a user and date range.Optional: Group by Folder or Source. This will give you separate reports for each Folder or Source.

Click Generate Report.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see how many leads were assigned to a user, and what they have done with them?

The Lead Snapshot reportcan show total leads assigned to a user, and lists progress on each lead.

Navigate to Administration > Reports, and click on Lead Snapshot.

For Assigned To User, choose the user you would like to report on.

Choose any other filters to narrow down the data.

Click Generate Report.

The total number of leads assigned to the user is found directly below the Generate Report button, as well as in the bar graph.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I track speed to contact, or speed to sale?

The Milestones report will show speed to contact or sale for each lead, averages based on grouped data, or total averages for the account.

Navigate to Administration > Reports, and click on Milestones.

Choose a date range and click Generate Report.

Pick which Milestone you would like to report on by filtering. To filter, click "Show Filter Options" in the dark blue bar and filter on the Milestone column. Click here for detailed instructions on filtering.Next to each Milestone reached, the speed to reach that Milestone is listed in the "Time to Reach" column. At the bottom of the report, the average is shown in the light grey bar.

To see averages for each user, each source, or another criteria, group the report. To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see who leads are being auto assigned to?

Navigate to Administration > Reports, and click onLead Auto Assignment History.

Choose a date range and click Generate Report.

The results can be filtered, sorted and/or grouped to find needed information.To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.To sort,click on any column header on the report to sort by that column. Click again to reverse the order.To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with an imported list?

The best way to see a summary on activity with importedleads is by using the Lead Snapshot report.

Navigate to Administration > Reports, and click on Lead Snapshot.

For "Lead Type," choose Imported List.

Choose any other filters to find the information you need.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with new manually added leads?

The best way to see a summary on activity with manually addedleads is by using the Lead Snapshot report.

Navigate to Administration > Reports, and click on Lead Snapshot.

For "Lead Type," choose Manually Added.

Choose any other filters to find the information you need.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I find all leads that meet a certain criteria?

The Lead List can be filtered based on any criteria to find what you're looking for.

Navigate to Leads > All Leads By Folder.

Select a Folder from the Folders, or All Folders.

Once the list is displayed, click "Column Options" in the dark bar. Multiple columns can be filtered to narrow down the list. Click here for detailed instructions on filtering. Shark Tank

How do I get a detailed list of all calls or actions performed during a certain date range?

The History List report shows a list of all history notes, and can be filtered to view only calls, or other actions.

Navigate to Administration > Reports, and click on Lead Log History List.

For "Log Action," choose the action you would like to report on.

Choose any other necessary filters, and a date range.

Click Generate Report.

To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.

To Export, click the Excel icon located in the dark blue bar.Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see my new leads when they come in?

If using an auto assign group :

By going to Leads > Dashboard you can easily access you new web leads and see what is happening with them!

Simply Click on the area pictured above and you will get a list of your web leads.

Also, on the same page, you can use "Last 10 Leads Assigned" to see who is getting the latest leads!

If using :

If leads are unassigned, then users have the option to have an email or popup notification about all new web leads. Go to My Preferencesand select "Notify me of ALL new web leads" or "..web form leads" in the "Auto-Assignment and New Lead Email Notification Settings" section. They can either click on the emailed link to the lead or navigate to Leads and click Shark Tank in Blitz.

View full article How do I add an appointment? How do I turn on or off notifications for upcoming appointments? How do I make the Schedule my home screen? What is the easiest way to edit appointments in bulk? Why am I unable to edit or delete an appointment? How can I make my schedule private? Why is an appointment missing from the "Schedule" tab in the lead log? What do the icons next to my appointments mean?

How do I turn on or off notifications for upcoming appointments?

To completely turn off notifications, do not select a "Remind me" optionwhen creatingthe appointment. If a Quick Action or Workflow is creating the appointments, click here to edit Quick Actions, or click here to edit Workflow.

To enable or disable popup notifications, click on the My Preferences tab and adjust the settings in the "Popup Notification Settings" box.

How do I make the Schedule my home screen?

Click on the My Preferences tab

In the "On Login Go To" dropdown in the Profile Settings box, choose "Schedule."

Click Save.

What is the easiest way to edit appointments in bulk?

Appointments can be quickly moved on the calendar in the Schedule tab on the main menu. To move an appointment, click and drag the appointment to a different time. If you need to move the appointment to a different day, select the "Week" or "Month" view on the top left of the calendar.

Why am I unable to edit or delete an appointment?

If you are not an Administrator, you are only able to edit or delete appointments that either you created, or are an attendee for.

How can I make my schedule private?

Click on the My Preferences tab in the menu

In the Schedule Settings section, click the check box next to "Private Schedule."

Click Save.

Why is an appointment missing from the "Schedule" tab in the lead log?

Generally this is because the appointment is not showing.

Go to the Schedule in the Lead.(Left side of a lead)

In the light blue bar, choose "All" in the "Showing Appointments For" dropdown box.

What do the icons next to my appointments represent?

The color of Workflow generated appointments correspond to the type of appointment (phone call, task, etc.). This makes it simple for you to visually identify the type or purpose of the appointment.

The visual indicator for a Workflow appointment is this icon: . Manually created appointments have this icon:.

You can hide or show these appointment types at the top of the schedule by using the checkboxes.

View full article How do I track overall deliverability, email engagement (clicks, opens, etc.), and spam? How do I track the number of emails opened, and links clicked? How do I get a list of all contacts that marked my email as spam or unsubscribed? How do I see if a certain contact opened an email?

How do I track overall deliverability, email engagement, and spam?

Navigating to the report:

The Email Deliverability report is found under both the admin and leads tab - Administrators will see all email stats, while users will see stats of emails they have sent. The image below shows where the feature can be found.

Once youopen the report, you're able to select a date range. This date range reflects when the email was sent. The report will display the following:

Deliver rate

Open rate

Click rate

Unsubscribe rate

Marked as Spam rate

Opening the report details:

To view specific details, click any statistic to open a list of leads. For example, if you click the number above "Open," you'll see a list of all opened emails. If you click the top link "# messages were sent with #successful deliveries,"all emails sent in that date range will be displayed.

To view the email that was sent, click the magnifying glass icon to the left of the details.

To narrow down the list by a specific subject, click the magnifying glass icon next to the subject.

To narrow down the list by a specific type of email, use the checkboxes to hide/show types of emails.

To export the report, click the Excel icon on the top right of the list.

How do I get a list of all contacts that marked my email as spam or unsubscribed?

Navigate toLeads >My EmailDeliverability if you want to check email that you sent. If you wanted to check for the entire account head to Administration > Email Deliverability

To view a list of leads for a section, click on that section. For example, if you click on the "1 Opened" below, you will see the one person who opened the email.

View Full Sized Article Click here for FAQs about eAgent

Blitz is a system to manage your sales process, while eAgent is meant for tracking policies. With the integration, Blitz automatically transfers the lead's information to eAgent once the policy is sold.

Setup Instructions

Navigateto Administration >Account Settings and fill out the available fields within the eAgent Configuration box. Click the Enable eAgent Integration check box and select a Milestone.Recommended: Most agents choose the "Sold" Milestone.

Once a leadhits the configuredMilestone, the contact information from the Details tab and the latest history note areautomatically sent to eAgent.Note: If you have leads in Blitz that were already at that milestone prior to this integration, you will need to add another history note to those leads to send them over to eAgent.

The bottom of the lead will display this pop-up after you enter the history note:

View Full Sized Article Click here for FAQs about Workflow

The following details can be adjusted on your Workflows:

Title of the Workflow

Filters - Which filters are used to target specific contacts

Triggers - Which trigger isused, and which day(s)the Workflow is triggered on

Actions - Which action(s) occur for each trigger. For email templates, the template can be changed. For appointments, the appointment time, appointment type (task, call, etc.), and appointment description can be changed. Click here to read about the available filters, triggers, and actions

Prior to submitting a request, review the following Workflow guidelines:

Any Workflows that send emails must be filtered for only contacts who have opted in to receive your emails.

All email templates used for Workflow must be unique.

No more than 20 actions can be added to one Workflow.Generally at that point the contact would move to a different Workflow, or should fall out of Workflow if they were never reached and are not interested.

One Workflow cannot run for more than 100 days (excluding a contract date Workflow that renews). Email opt-in permissions willgo stale by that point, unless the contact had previously asked to remain on your follow up list.

Emails must be spaced out appropriately, based on the type of contact.

All guidelines and requests are subject to approval.

View full article Video: Best Practices for Accessing Leads How do I search for a specific lead or contact? What's an easy way to find a list of contacts with recent activity? Can I set default columns (which columns are displayed) for Quick Searches? How can I change the default number of records displayed on a Quick Search? How can I set a default sort for lead lists and search results? How do I set custom column settings for the lead list? ( How to use default columns every time you view all campaigns, or quick search.) How do I sort a list? How do I filter a list? Why are dates not sorting properly?

Best Practices for Accessing Leads

How do I search for a specific lead or contact?

To easily find a lead or contact, use the Quick Search box on the top right of every page in Blitz. By default, the search will be based on name. To change the search criteria, select an option from the dropdown. Other options include Contact Name, Zip, Email, Phone, and Lead Id.

If you'd like to filter on a criteria not listed in the dropdown, or on more than one criteria, view the article on Filtering a List.

What's an easy way to find a list of contacts with recent activity?

Blitz has several "Quick Search" keywords that can be used to find certain types of contacts. Type one of the keywords below into the Quick Search box on the top right of your Blitz screen, then click the magnifying glass. You can even save the search results in your browser's favorites to find it easier next time.

MyRecentHistory - Leads I recently added history to, sorteddescending by last history date. This is helpful if you are looking for that lead you talked to 20 minutes ago.

RecentHistory - Any leads with recent history, sorteddescending by last history date.

MyRecentlyCreated - Leads I recently added, sorted descending by created date.

RecentlyCreated -All recently added leads, sorted descending by created date.

MyRecentlyAssigned - Leads recently assigned to me, sorted descending by the assigned date.

RecentlyAssigned -Leads recently assigned to me, sorted descending by the assigned date.

For more specific results, you can add any of the below values to the end of a keyword to filter for a specific lead type. For example, typing RecentHistory:W will give you recently updated web leads, instead of all recently updated leads.

Note: There are three separate options for each type, so choose just one of them as shown in the example above.

:W or :Web or :Internet - Web Leads

:L or :List or :Spreadsheet - List leads

:M or :Manual or :Manually - Manually added leads

:F or :Referral or :Ref - Referral leads

How can I change the default number of records displayed on a Quick Search?

Go to Administration > Account Settings.

In the the "Lead List Settings" box, select a number in the "Leads per page" dropdown.

How can I set a default sort for lead lists and search results?

Go to Administration > Account Settings.

In the the "Lead List Settings" box,adjust the settings for the "Lead List Default Sort."

How do I set custom column settings for the lead list? ( How to use default columns every time you view all campaigns, or quick search.)

You Need to already have made a folder with default columns. Click here to see how to do that if you have not already.

Go to Administration

Click onAccount Settings

Under Lead List Settings navigate to the drop down box next to Columns settings for Quick Search:

Select the folder that you have made the default column changes to.

Click save at the bottom.

Now, when you do a search or view all folders you will only see those columns by default.

How do I sort a list?

When viewing any list in Blitz (list of leads, report, list of appointments, history notes, etc.), click on the graycolumn header to sort by that column. Click it again to reverse the order.

How do I filter a list?

In a list view columns can be filtered by clicking the three dot icon next to the column name.

It will open up a small window that will allow you to set your filters.

Filtering drop down items, like sources, will have different looking sorting window.

Filtering Examples:

You wanted to filter out a certain lead source.

Go to the list you want to sort and click the filtering icon shown in the steps above.

Checkbox the source or sources you would like to see.

Click the "Filter" button.

You wanted to Filter a date range.

Go to the list that you wish to filter and click the filtering icon shown in the steps above.

In the top text box, enter the date you want to start you search at.

In the lower text box, enter the ending date. Then click the filter button.

Why are dates not sorting properly?

In order for Blitz to recognize numbers as a date, it must be set as a date field.

Go to Administration > Folders & Settings, and click the hammer/wrench next to the folder that is not sorting properly.

In the "Custom Column Types" tab, click the edit pencil next to the custom field that is not sorting properly.

Click the check box in the dropdown column, then click the check on the right to save it.

Try to sort again. If you are still having an issue, click below to submit a ticket. Please include in your ticket the folder name and which custom field is causing the issue.

View full article

How do I set up new leads to be assigned automatically? Why are my new leads not being assigned? How do I remove a user, or myself, from an Auto Assign Group? Why are my new leads being assigned to multiple users? Can leads be assigned in a different method than Round Robin? How can I leave leads unassigned, so my users can pull leads from the Shark Tank?

How do I set up new leads to be assigned automatically?

First, create an Auto Assign Group in Administration > Auto Assign Groups. You can either use the "Round Robin" default group, or click to create a new group. You can create as many different groups as you need (for example, if you have different users that work different lead types, or leads from different providers).

Click to the Auto Assign Group, and select the users you would like to be part of the rotation.

Next, apply this auto assign group to your web lead or web form settings.Web Leads - Go to Administration > Web Lead Provider, and click next to your provider. In the popup screen, select your Auto Assign Group in the Auto Assign Group column. Different lead types can have different Auto Assign Groups if necessary.Web Form Leads - Go to Administration >Web Form, and clicknext to your web form.Make sure there is an auto assign group selected for the web form leads to be assigned with. Then click Update Web Form Settings.

Why are my new leads not being auto assigned?

Your web lead provider does not have an auto assign group linked to it.

Make sure there are users in the Auto Assign Group. To do this, go toAdministration > Auto Assign Groups. If there are no users included in the group, click the people icon to select the users you would like in the rotation.

Make sure the Auto Assign Group is applied to your web lead or web form setup.Web Leads - Go to Administration > Web Lead Provider, and click next to your provider. In the popup screen, select your Auto Assign Group in the Auto Assign Group column.Web Form Leads - Go to Administration > Web Form,and click the next to the folder that contains your Web Form. In the Web Form tab, select yourAuto Assign Group in the Auto Assign Group dropdown.

If both are configure properly, confirm that your leads are not being assigned by going to Administration > Auto Assign Groups and clicking "Assignment History" in the blackbar. This will show if leads are not being assigned.

If all above is correct and leads are still not being assigned, click here to submit a ticket.

How do I remove a user, or myself, from an Auto Assign Group?

To remove a user:

Go to Administration > Auto Assign Groups

Click the icon next to the Auto Assign Group you wish to remove the user from

Uncheck the user's name, and click "Save Users."

To remove yourself:

Go to the My Preferencestab

Under the "Auto-Assignment and New Lead Email Notification Settings" box, uncheck "Enable leads to be Auto-Assigned to me," and click Save.

Why are my new leads being assigned to multiple users?

Leads can only be assigned to one user at a time, so this is generally a mix up with notifications.

Open the lead in question, and in the History tab, check who the lead was assigned to in the "Assign To User" box. The user the lead was not assigned to must have notifications set up incorrectly.

Follow the instructions here to determine why that user was receiving notifications about leads not assigned to them.

Can leads be assigned in a different method than Round Robin?

If you have the Workflow feature, we can set up a distribution Workflow based on Zip Code or State (If you don't have Workflow, click here ). To set this up:

Create an Auto Assign Group for each location or office. Include the user(s) that should receive leads for that location. Click here for instructions on creating an Auto Assign Group.

Submit a ticket, and list all Zip Codes or States that should apply to each Auto Assign Group created in step 1. Also specify if this should be applied to only certain types of leads or sources.

Blitz's tech team will create the Workflow to distribute the leads. You can expect the Workflow to be set up within two business days.

How can I leave leads unassigned, so my users can pull leads from the Shark Tank?

When configuring your web leads or web form leads, do not select an Auto Assign Group. This will leave your leads unassigned.

To give your staff access to the Shark Tank, which is simply a list of new unassigned leads, first go to Administration > Account Setting and click "Enable Shark Tank" in the Shark Tank box on the right. Choose "All Unassigned Web Leads" in the dropdown, and click Save.

The Shark Tank can now be found in the Leads tab.

If you would like this to be your users' landing page when they log into Blitz, they can edit this in My Preferences under My Profile and click the "On Login Go To" dropdown to Shark Tank. Administrators can edit users' profiles in Administration > Users by clicking the icon next to the user's name.

If users would also like to receive an email and/or popup notification about all new web leads, go to My Preferences and select "Notify me of ALL new web leads" or "..web form leads" in the "Auto-Assignment and New Lead Email Notification Settings" section.

View full article

How do I set up a Blitz web form? How many web forms can I have? Why are my web form submissions not being added to Blitz? Where do I find my web form submissions in Blitz? How doI embed my web form on my website? How do I pin a link to my web form to the top of my company Facebook page? How do I geta link to my web form? How do I save a web form as an icon on my tablet or smart phone?

How many web forms can I have?

You can have as many web forms as you need.

Why are my web form submissions not being added to Blitz?

Go to Administration > Web Form. Click the .Make sure the web form is enabled

If it is still not working, check the Folder settings. Go to Administration > Folders & Settings. Find the folder that is attached to the webform and click . In the new window click the Custom Column Types tab. Are there any custom columns set up as a dropdown? If so, you have two options. Do you want this dropdown to be displayed on the form?

No, I don't want the dropdown on the form.Click Edit next to the dropdown. In the "Create Manually" tab, click +Add New Drop Down Value, and without typing anything, click the green check. This will create a blank option, so when the form submits a blank value to this field Blitz will be able to accept it.

Yes, display it on the form.Go back to the Web Form tab, and click the check box next to anyfield that is a dropdown.

If you are still having trouble, click below to submit a ticket.

Where do I find my web form submissions in Blitz?

Web form submissions can be found within the campaign the web form was created under.

To view the whole folder, click Lead > All Leads By Folder.

If leads are being assigned to you,you will receive an email notification with a link to the lead. If you have popups enabled, the popup will also contain a link.

If you are assigned a new lead, it will be on your schedule at the time the lead was added to Blitz. Click the Schedule tab on the main menu. Any yellow appointment that says "Contact the new lead" is a new web lead.

If your leads are not being assigned, and you have Shark Tank enabled ( click here for information ), you can find new leads by going to Leads > Shark Tank.

If your leads are not being assigned, and you have new lead notifications turned on, you will receive an email notification with a link to the lead. To turn on notifications about all new web form leads, select this option in My Preferences in the "Auto-Assignment and New Lead Email Notification Settings" section.

If you know the lead's name, search for it in the Search box on the top right of every page in Blitz.

How doI embed my web form on my website?

Go to Administration >Web Form.

Click the "View Form." This will give you a preview of your form. The URL in your browser is what you will need to copy for the next step.

In the html of your website, add the below html stringwhere you would like to see the form (make sure to not delete the quotation marks). Replace the URL in red with the URL you copied in step 1. You can also change the width and height by changing the blue values below.<iframe src="https://www.blitzleadmanager.com/login/Form.aspx?id=" style="width:400px; height:420px;"></iframe>

How do I pin a link to my web form to the top of my company Facebook page?

In Blitz, go to Administration >Web Form.

Click "View Form". This will give you a preview of your form in a new tab. Copy the URL in your browser.

In Facebook, share the link copied from step 2 on a post.

Click the dropdown arrow to the right of your post, and select "Pin to Top of Page". This will keep your link at the top of your posts, so it's the first thing your visitors see.**Note: This must be on a company Facebook page, it does not work on a personal timeline.

How do I geta link to my web form?

Go to Administration >Web Form.

Click "View Form." This will give you a preview of your form in a new tab. Copy the URL in your browser. You can use this to provide a link to your form from your website, social media page, email signature, email templates, and more!

How do I save a web form as an icon on my tablet or smart phone?

iOS

when using an iOS device, and visiting a website using the Safari browser, click on the share icon:

Then click Add to Home Screen which will add a shortcut icon to your device.

The phone will create a clickable icon for you that will act like a bookmark that opens to that exact web page. The icon will behave just like an app, and can be moved around and saved wherever you need it.

Android

Using your web browser on your phone, navigate to the web page you wish to make a shortcut from.

Click the menu or settings button on the browser.

Choose add to home screen

The phone will create a clickable icon for you that will act like a bookmark that opens to that exact web page. The icon will behave just like an app, and can be moved around and saved wherever you need it.

Group History

The group history tool will allow you to manipulate a large number of leads at a time, and give you a quick solution to the issue of updating milestones and statuses in bulk.

How to use the Group History Tool:

Choose the folder you want to update

Make sure you wish to update every single lead in that folder (see moving leads around )

Go to Administration > Group History

Select the folder you wish to update.

Enter the history note in the text box, and choose your preferred settings on the drop-downs to the left.

If you change the Milestone and Status on the drop-downs, it will update every lead in the folder to the same Milestone and Status combination

Click Save History Note.

The note has been saved on every lead in that folder.

If you moved leads to save the note on them, you may now move them back to their original location if you need to.

If you want to label these leads with a Milestone or status combo that doesnt currently exist in your system, look at Creating a Milestone or Status / Updating your dispositions

Zipwhip's browser extension for Google Chrome allows you to send and receive texts directly from your Blitz account.

To get started:

Click here to sign up with Zipwhip. They currently have a 14 day free trial!

Click here to download the extension.Note: You must use Google Chrome browser in order to use this

Click on the new Zipwhip icon on the top right of your browser window.

Enter your Zipwhip credentials to sign in.

To send and receive text messages:

Option 1:

In Blitz, click on the Zipwhip icon next to any phone number. This will open up a new window that allows you to begin the conversation.

When you receive a reply, a popup notification will appear on your desktop. Click "Reply" to open the conversation window back up.

Option 2:

Click on the Zipwhip icon on the top right of your browser window.

Enter the phone number you would like to text, and click "Text." This will open up a new window that allows you to view the conversation.

When you receive a reply, a popup notification will appear on your desktop. Click "Reply" to open the conversation window back up.

Dialing a Campaign

Previous video: Set Up and Campaign Creation

Next video: Reporting

Set up the integration ( Click here for instructions ).

Within Blitz: Go to Leads > All Leads By Folder.

Select the Blitz folder that you would like to begin calling. Apply any necessary filters if you would like to narrow down the list by clicking the filter icon Reporting. For example, if you only want to call leads with a "New" Status, filter the Status column and select New.

Click the Create Call LogicDialing Campaign button, located on the top right of the lead list.

Create a name for the dialing campaign, and choose the Call Logic account you are dialing from (this option will appear if you have multiple accounts). Click Add Call LogicCampaign.

A green notification will appear at the bottom of the screen:

Clicking Details will tell you how many had duplicate phone numbers, unsupported phone numbers, do not call numbers, etc.

Start Calling Now will prompt you to begin the dialing session. You can also begin the dialing session by navigating to Leads > Call Logic, and clicking "Start Calling" next to the dialing session.

After clicking "Start Calling Now," a screen will pop up with campaign settings.Fill out the settings for your dialing campaign, and click "Call-In".

You will then be prompted to dial in to Call Logic and enter a PIN (the pin will be different each session). The number you are using to dial in will appear on the recipient's caller Id. You can also set a default caller ID within your Call Logic account in Campaign > General Settings.

Once you're connected to the line, the dialing options will appear on your screen. Click "Start" to begin dialing.

If you'd like to record calls during your session, click "Recording" on the top right of the Call Logic screen before you begin your dialing session. Select "Continuous." Click the "On" button to turn on Recording ("Off" will then turn blue, indicating recording is on as displayed below).

When the campaign is in session, you will see a split screen: The top section displays your calling options you are able to start and stop the call, leave a voicemail, and hang up the call. After each call, Call Logic will quickly move to the next call unless you click "Pause". The amount of time between each call can be customized within your Call Logic account in Campaign > General Settings, under the "Wrap Time" option.The bottom section on this screen displays the Blitz lead log for the prospect you currently are on the line with. You are able to update their history, appointments, details, etc. from this screen during the call, and the information will automatically be saved to your Blitz account.To make this process simple, we suggest using Quick Actions for one-click updates!

In addition to any updates you make, Call Logic will add a history note to the lead with the calling disposition (Connected, Busy, No Answer, etc.) This note will not change the Status or Milestone of the lead. If your call was recorded, the recording will be available in the history note for playback.

All dialing campaigns are also available in Leads > Call Logic. Click Start Calling from this page to resume the campaign where you left off (or to start at the beginning if you haven't began dialing yet). This page also contains statistics and reporting for each campaign.

Next step:

I need to adjust the number of user licenses on my account. I forgot my username and/or password. My username and/or password is not recognized. I am receiving a "Session Expired" message when trying to log in. I need to change my Blitz password.

Adjusting User Licenses

Per user billing is based on the total number of user licenses available in your account. Adjusting users from active to inactive will not impact billing.

To adjust the number of licenses available on your account:

Go to the "Administration" menu located on the top left side of Blitz and click "Subscription Settings."Note: Only Account Owners, i.e. the user who originally registered for Blitz, will see this page. Account Owners can give additional users access to this page by sending a support ticket to Blitz, indicating the user(s) that need access.

On the Subscription page you will see "Increase user Licences" and "Decrease User Licenses."

If you click "Increase User Licenses," you will be able to click the up arrow and it will calculate the charge. The new licenseswill be pro-rated for as many days are left in your Billing package.

If you click "Decrease User Licenses," you can use the down arrow to reduce the number of licenses available on your account. Depending on how many active users are currently on your account, there may be a prompt to choose a user(s) to make inactive when the update is made. Account Owners cannot be removed.

View Full Sized Article

Click here for FAQs about Workflow

By default, your Workflows will be off. This allows you to review them and request changes prior to making them live.

To turn on Workflows:

Review the Workflow setup in Administration > Workflows. Click here for instructions on making changes to Workflows.

Personalizeyour email templates by clicking the edit pencil next to the listed template, or by going to Administration > Email Templates. You will have default templates to work from that were added to your account when you signed up for Workflow. Customize the templates by adding information about your company, why you are contacting them, whatthe next steps are for purchasing, and calls to action so they can contact you back. Click here for detailed instructions on editing email templates.

Make sure every user has an email signature. Users can add signatures by clicking the My Profile tab, or Administrators can check/add users' signatures by going to Administration > Users and clicking the person icon next to each user's name .

To turn on a Workflow, use the on/off toggle switch. If the switch is disabled, this just means that the Workflow requirements above need to be approved. Click the "Open Workflow Approval Support Ticket" button, and our team will enable the toggle switch.

View Full Sized Article

Click here for FAQs about Web Forms

Web forms are used to capture a web visitor's information and send it to your Blitz account. Similar to web leads, web form leads can be assigned automatically so your staff will be notified immediately. Web forms are used on web sites, in email signatures, adding leads internally or at an event, telemarketing leads, and more.

Creating A Webform

To customize a web form, navigate to Ahrdministration > Web Forms. Add New Web Form allows you to create a new web form, or you can click the edit pencil next to an existing web form to make edits. Both options will bring you to the new Web Form setup wizard.

Basic:This step sets the general internal fields. These options are the same as displayed on the previous web form setup page.

Styles:The Styles step provides options to:

Set a background color for the form

Set the font size, type, and color

Choose how the headers are aligned compared to the fields:

Choose the width of the form in pixels

Set a header and/or footer message. These are displayed above and below the form, respectively.

Update the Confirmation Message that is displayed when the form is submitted

Select Fields:The fields that are checked on this step are the fields that will show up on the web form.

Configure Fields:This step allows you to reorder the fields by clicking and dragging, and update the field properties. Next to each field is a hammer/wrench icon, providing additional options for the field:Required:Requires the field to be filled out in order to submit the formHidden:Allows you to include a field on your form that is not displayed when it is filled out. This allows you to specify a value for the field with out having to display it on the form.Display Tool Tip:Provides instructions when the user hovers over the field.

Click here for more information on using Web Forms

View full article

How do I create a folder?

How do I delete a folder?

How do I merge folders?

How do I split a folder into two?

How do I make a folder private?

How do I make default columns for thisspecific Folder?

How do I delete a Folder?

Go to Administration >Folders & Settings

Click the next to the Folder you wish to delete.Note: Once a Folder is deleted, all data from the Folder is permanently lost. Be sure that you want to delete the campaign before you do so.

How do I merge folders?

Merging folders is the process of moving leads from one folder into another folder with leads. When considering this process, take a look at the custom fields ( click here for more information ) for each folder. If these do not match up, the data in the custom fields may not match the field names. If you move leads into the same folder whose custom fields do not match, some of those leads will look like they're mislabeled. You might end up with a DOB field containing a vehicle make, or some similar consequence.

We do not recommend merging web lead folders. Depending on the custom fields, this could prevent future web leads from being entered into Blitz properly.

Go to Administration >Folders & Settings

Clicknext to the Folder to move all the leads from this folder into another Folder.

Choose your target folder and click Move leads

How do I split a folderinto two?

Create a new Folder to move leads to by going to Administration > Folders & Settingsand clicking . Or, if you would like to copy the settings from another campaign (such as custom columns), click the blue boxes () to the right of the folders you wish to copy and create the new Folders that way.

Open your existing folder that you'd like to split by going to Leads > All Leads By Folderand choosing the Folder in the dropdown.

Filter your list to find the leads you'd like to move to the new folder created in step 1.

Click the top checkbox on the list to select all on the page

If there are more than 1 page of leads to move, click the "Select all X leads in the list" link at the top of the page to select them all

Use the Select Action dropdown to move leads to your new folder. Continue this step until all leads have been moved.

How do I make default columns?

Go to Administration

Click onFolders & Settings

Next to the folder you wish to edit, click .

Click the tab titled Default Columns

Checkbox the desired columns and uncheck any you would not like to see when viewing this folder.

Click the save button on the bottom of the page.

Now when you view this folder, it will display on the check-boxed columns.

View full article

Why do we use Tags?

Click here to learn more about "What are Tags?" How do I create tags? How do I apply a tag to a contact individually? How do I apply a tag to contacts in bulk? How do I remove a tag? How do I search for all contacts with a tag?

How do I apply a tag to a contact individually?

Open a Lead by clicking on a person's name anywhere in Blitz.

At the top left side of each lead is a dropdown to add a tag. You need to have at least one tag made to see this drop down.

How do I apply a tag to contacts in bulk?

Go to Leads >All Leads By Folder select the Folder you would like to tag, and filter the list if necessary.

Click the check boxes to the left of the contactsyou would like to tag (or check all at once by clicking the very top check box above the list). Adropdown box will appear above the list that says Select Action." Choose "Add Tag" and select the tag to add.

How do I remove a tag?

Open a Lead by clicking on a person's name anywhere in Blitz.

Next to each tag is an X. Click the X to remove the tag.

How do I search for all contactswith a tag?

Anywhere you see a tag in Blitz, click on it to open all contactswith that tag.

Lead List Tags will be an available column on the lead list.

Dashboard (Leads > Dashboard) or (Administration > Dashboard) at the bottom of this page you will see a list of the tagged leads. Users can see the tags of leads assigned to them, admins have the ability to see all tagged leads.

Administrators can also see and browse the list of all tags (including tags not currently applied to any leads) under Administration > Lead Tags.

View full article

How do I use the Milestones report? How do I use the ROI report? How do I use the Opportunities List? How do I use the Opportunities Dashboard? How do I use the Opportunities report? How do I track total sales based on premium? How do I track the most and least successful lead sources? How do I track sales closed by each sales rep? How do I track sales for each product or service? How do I track the top reasons sales aren't closing (Opportunity Lost Reasons)?

How do I use the ROI report?

The ROI report shows your return on investment for a particular folder in Blitz. This includes total number of sales, cost of leads, and revenue for each product or service ( Opportunity category ). The data on this report is generated based on the Opportunities added on sold leads, and the average cost per lead. The average cost per lead can be added in Administration > Folders and Settingsby clicking the edit pencil next to the folder.

Navigate to Administration > Reports, and click on Campaign ROI.

Select a Folder and date range, and choose an option for displaying recurring revenue.

Click Generate Report.

To Export, click the Excel icon located in the dark blue bar.

How do I use the Opportunities List?

The Opportunities list is a list of all Opportunities added to Blitz. It can be filtered, sorted, and grouped based on any criteria to find the necessary information.To Export, click the Excel icon located in the dark blue bar.

Click here

Clickon the graphs icon at the top of the report to view bar graphs that measure:

Total value of pending, won, and lost Opportunities

Total value of won Opportunities compared by Category (Policy type, product, or service)

Total value of lost Opportunities compared by Lost Reasons

Total value of won Opportunities compared by assigned user

Total value of won Opportunities compared by source

You also now have simpler dropdowns to filter the data. This can be found on the left sidebar.

How do I use the Opportunities Dashboard?

In the new Opportunities menu, youll find:

Dashboards:The Opportunities Dashboard isa feature thatprovidesavisual breakdown of opportunities based on a date range, and where the lead is in the sales process. Each dashboard displays the same information that was available on the My Blitz page inthe old user interface, but shown in a more visual and interactive way to viewyour quote and sales data.

Opportunities Lists: The list of all Opportunities is broken down by the Opportunity Status (Won, Lost, Pending) to find and view Opportunities easier.

Opportunities Dashboards:

There are 5 dashboards available:

Won: Opportunities marked Won

Lost:Opportunities markedLost

Pipeline:Opportunitiescurrently in the pending status

Backlog:Opportunities that were estimated to close in the past or are missing an Estimated Close Date.

Projections:Opportunities that are estimated to close between 2 certain dates

Accessing the dashboard from the Admin menu will show an overview of all opportunities in your account. This allows you to watch your company sales pipeline, projections, and the deals you won and lost. Accessing the dashboard from the User menudisplays your assigned opportunities, so you can better track your progress with quotes and sales.

You also have the ability to search by statususing the drop down option once in the Opportunity Dashboard:

Each dashboard provides bar graphsbroken down by the following:

Opportunities by Month

Opportunities by User

Opportunities by Category

Opportunities by Lead Source

Each section is further broken down by billing cycle (one time, annual etc.). There will be a different colored bar on the graph for each billing type.

In the image above, showing Won Opportunities for the account, you can see up to date reporting of where your business stands in terms of revenue. The new opportunities menu not only gives you the ability to see your totals in real time but it also allows you to run simple reports monthly, or in the past.

By Clicking on a bar within a graph, the list of opportunitiesassociated with that data will open to show the details and leads they are associated with:

How do I track total sales based on premium?

Navigate to the Opportunities Dashboard. Administration > Opportunities Dashboard. In the top left-hand corner of your screen, you will notice 2 drop downs and a date range selection. Ensure that "Account Overview" and "Won" are selected then select your desired date range. Your total sales based on premium will be displayed in thethe "Revenue's Won" Box.

To find total sales, view the "Opportunity Status" graph. The "Won" bar displays your total sales. You can narrow this information down by using the filter dropdowns on the left sidebar.

How do I track the most and least successful lead sources?

You'll want to use the Opportunities Dashboard feature to view each lead's sources success. If you are NOT using opportunities, you can run the Milestone Report to see these results.

To find Won Leads by source with theOpportunities Dashboard:

Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"

Once there, adjust the date range at the top to find the range you are looking for.

Now you can scroll down to the section that is labeled"Won By Lead Source."

This will show you how many Won Opportunities in each source you have.

To find Leads Won by source with the Milestone Report:

Go to Administration > Reports

Click on the "Milestone Report"

Select your date range at the top left and click "Generate Report"

Click "Show Filter Options" and underneath the "Milestone" Column type the word "Sold" then click the funnel and click "Contains."

Using the graphs at the top you can see the one labeled "Lead Sources."

This will show you how many leads wereMoved to the Sold Milestone in that date range.

How do I track sales closed by each sales rep?

You'll want to use the Opportunities Dashboard feature to view each User's success. If you are NOT using opportunities, you can run the Milestone Report to see these results.

To find Each users Won Leads by source with theOpportunities Dashboard:

Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"

Once there, adjust the date range at the top to find the range you are looking for.

Now you can scroll down to the section that is labeled "Won By User"

This will show you how many Won Opportunitieseach user has for that date range.

To find Leads Won by User with the Milestone Report:

Go to Administration > Reports

Click on the "Milestone Report"

Select your date range at the top left and click "Generate Report"

Click "Show Filter Options" and underneath the "Milestone" Column type the word "Sold" then click the funnel and click "Contains."

Using the graphs at the top you can see the one labeled "Users."

This will show you how many leads wereMoved to the Sold Milestone by each user in that date range.

How do I track sales for each product or service?

You'll want to use the Opportunities Dashboard feature to view each Opportunity Category'ssuccessTo find this report:

Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"

Once there, adjust the date range at the top to find the range you are looking for.

Now you can scroll down to the section that is labeled "Won By Category"

This will show you how many Won Opportunitiesthere are for each Category in that date range.

How do I track the top reasons sales aren't closing (Opportunity Lost Reasons)?

When an Opportunity is marked Lost, users will be prompted to choose a reason (i.e. Cost). Based on this data, you can track the top objections your sales team is receiving when attempting to close a sale.

Not seeing the prompt? Make sure you have Opportunity Lost Reasons set up. for more information.

To track lost reasons:

Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Lost"

Once there, adjust the date range at the top to find the range you are looking for.

Now you can scroll down to the section that is labeled "Lost By Loss Reason"

This will show you how many Lost Opportunitiesthere are for each reason in that date range.

View Full Sized Article Click here for FAQs about importing a spreadsheet

Any contacts from a spreadsheet can be imported into Blitz. Common examples include purchased lists of leads, contacts exported from another system, or an internally created spreadsheet.

Instructions on importing:

Make sure the spreadsheet is a .CSV (Comma Delimited) format. If it's not, open the spreadsheet in Excel and save it as a .CSV (Comma Delimited).

In Blitz, makesure you have a source set up in Administration > Lead Sources (Under the "Segmentation Settings" header.)

Navigate to Administration > Spreadsheet (Under the "Import Leads" header.)

Click "Select" to browse for your .CSV file, then click "Upload."

Choose whether you would like to import leads into an existing Folder or a new folder. It is recommended that you import leads into a new Folder.

Map the fields into Blitz. The blue boxes on the left are the column headers from your spreadsheet. The white boxes on the right are the columns in Blitz. To map the fields, click on the blue boxes, and drag and drop them into the corresponding white boxes. For example, "Address" can be dragged to the "Lead Address 1" box. Anything can be dragged to the custom fields.

Click here for troubleshooting steps.

Additional tips and information:

If first and last name areseparated on your spreadsheet, both can be dragged to "Lead Name."

There is duplicate checking with spreadsheet importing.

Select the lead source you created in step 2 from the dropdown under name.

An unlimited amount of information can be dragged into the "History Note" box. This information will be displayed as a history note on the lead log.

If you are importing into a new folder, the custom fields will be renamed automatically to the column header from the spreadsheet.

Getting an error?

An account owner can cancel a Blitz account at any time. A cancellation will not allow your current Blitz account to renew. The amount ofdays left in the current Billing cycle is how many days you will have left on the system.

If you are an account owner and would like to cancel your Blitz account please follow these steps:

1. Log into your Blitz Sales Software account.

2. Go to the Administration Menu located in the top left corner.

3. Click on Subscription Settings. (Note that if you are not the account owner, you will not have this option available to you.)

4. Click "Yes, cancel my account." It is the last option on the "Manage your Subscription" Menu.

5. A new window will appear. Select anoption and provide feedback to complete the cancellation process.

Your data will be stored for 30 days after your account expires if you wish to re-activate your Blitz account.

Why don't I have API information in My Preferences? Why am I unable to save changes in My Preferences? How do I add my eSig email signature to my Blitz account?

Why don't I have API information in My Preferences?

Only Administrators have access to the API information. They can assess it on My Preferences or by going to Administration > Web Lead Providers.

Why am I unable to save changes in My Preferences?

Check the password field. Is your browser auto filling the password? If so, remove the password and try to save again. This field only needs to be filled out if you are changing your password, and if it is not confirmed a second time you will get an error when trying to save.

If this is not the issue, click below to submit a ticket.

How do I add my eSig email signature to my Blitz account:

The agency owner should receive an email with an installation link listing all the signatures in their agency.

If you cannot find your link you can request it from [email protected]

Navigate to your Signature Installation and select Blitz login to your Blitz account

When your eSig template is open, select Copy Signature

Once copied

Navigate to My Preferences in the upper right-hand corner

Under the ProfileSettings section find Email Signature and select <>HTML located below the text box.

Click in the text box above and hit CTRL + V to paste your HTML.

To preview your message select Preview.

SelectUpdate Settings in the lower right-hand corner and you will receive a green confirmation message.

An account owner can change the credit card information on file at anytime by visiting the subscription page. The account owner is the only user on the account with access to this page.

How to update a Credit Card:

1. An account owner will go to the "Administration" Menu located at the top left of Blitz and click "Subscription Settings."

2. The subscription page will have a link to "Update Payment Method" It will be the first option under "Manage your Subscription.

3. The update payment method window will appear. Fill in the card information. If the information is invalid you will receive a red error message at the bottom after clicking "Update Payment Method."

View full article

The Dashboard is a one page summary of user activity, lead totals, Workflow history, and easy to use links to locate certain groups of contacts within your account.

You can locatethe Dashboard in both the Administration and Leads tab. The information displayed on the Dashboarddiffers for admins and users.An admin has an additional dropdown available, allowing them to view the dashboard for the whole account, or for a given user in the account. This enables them to easily track staff activity, and where they are with their leads all on one page. Users will use the Dashboard to track their own activity, and find leads that need to be worked. At the top of the Dashboard, you'll find boxes that display totals for new leads, neglected leads, user history, and workflow history.The boxes can be clicked, bringing up a list of leads that are in that section.

User Actions

Theuser action box is a visual on the activities a user has done in the selected timeframe. When a user addsa history note, they select an action (call, email, etc.). These actions are totaled, and displayed on the chart as shown below.

Workflow History

The Workflow Historysection talliesup the actions Workflow has done (number of sent emails, appointments created, etc.).

Dispositions

The Dispositions section provides a more in-depth view of leads' current Milestones and Statuses. By viewing the new dispositions chart, you are able to see the combinations of Milestones and Statuses. For example, instead of just seeing that 20 people were quoted, you can see out of those 20 how many are hot leads, requotes, etc. This paints a more accurate picture of where your leads are at in the sales process. Each Milestone, Status, and combination on the graph can be clicked to open a list of those particular leads. Any combination that is marked red is an invalid combination (for example a "Sold" Milestone, and "New" Status). You can control your valid combinations in Administration > Dispositions.

UsageEmail and data usagefor your account. This is a bucket for the whole account to use, not per user.

Last 10 Leads The Last 10 Leads section shows the last 10 leads that you viewed.

Leads by Source The Leads by Source section displays the total number of leads at each source. You can click on any Source to open a list of leads that have that Source.

Tagged Leads The Tagged Leads section displays the total number of leads that have each tag. The more leads that are tagged, the larger the tag appears on this page. To open a list of leads with a given tag, simply click on the tag.

Use the links below to jump to a specific video.

Full Video Tutorial

Preferences and Notifications

Adding a Contact

Accessing Leads

Searching for Contacts

Sorting and Filtering

Working a Lead

Using Milestones and Statuses

Using Quick Actions

Neglected Leads

Using Opportunities

Using Workflow

Using the Shark Tank

Full Video Tutorial

Preferences and Notifications

See Full Article

Adding a Contact

See Full Article

Accessing Leads

See Full Article

Searching forContacts

See Full Article

Sorting and Filtering Lists

See Full Article

Working a Lead - Best Practices

See Full Article

Using Milestones and Statuses

See Full Article

Using Quick Actions

See Full Article

Neglected Leads

See Full Article

Using Opportunities

See Full Article

How to Work with Workflow

See Full Article

Using the Shark Tank

See Full Article

View Full Sized Article Click here for FAQs about Workflow

Prior to creating a Workflow from scratch, we recommend setting up a meeting with your Blitz Account Manager. Your Account Manager can discuss your current process, how that can translate into a Workflow, and best practices or recommendations based on what most customers do for that scenario.

Steps to creating a custom Workflow

Write down your current process for following up with a specific group of contacts. This includes your timeline for following up, and what you do each time you follow up (which can even include a reminder to perform an internal task, like sending a mailer or updating something in one of your systems).

Filters are what the workflow is looking for. Who are these contacts, and how can you filter to find them in Blitz? What the workflow is looking for. Below are the available filters:

Folder

Multiple folders, such as lead providers, events, and web leads, can be applied to a workflow.

Has Contract Date

Workflow will detect if the contract date box on the lead log detail page is populated

Lead Assigned

Workflow can select leads assigned and is utilized in most workflow requests.

Lead Milestone

Workflow can select one or more milestones out of the account. Note: a milestone must already be created before requesting the workflow.

Lead Source

Workflow can select one or more lead sources out of the account. Note: a lead source must already be created before requesting the workflow.

Lead Status

Workflow can select multiple statuses out of the account.

Lead Type

Running workflows can be specific to lead types such as list leads, manually added, web lead providers, and web forms.

State

Workflow can filter by state.

Tag

Workflow can select multiple existing tags out of the account.

Zip Code

Zip codes can be utilized to filter workflow.

Triggers determine what time the action will take place. When and why are you following up? Is it a new lead? Did you just quote them? Is their x-date approaching? We need to know what will trigger the Workflow to start, and which days you will be following up.Below are the available triggers:

Age of Lead

Workflow counts the age since the lead was created. This can never restart

Contract date

Workflow detects the contract date and field on the Lead Log

Contract date passed

Workflow checks to see if the contract date has passed.

Time since Milestone reached

If using a milestone triggered workflow, the system will trigger after a certain amount of days a lead has been categorized as a specific milestone.

Time since Status met

An increment of time since the status was updated on the lead.

Time since assignment

An increment of time since the assignment was updated on the lead.

Web Lead assigned to user

A trigger to run immediately as a lead is assigned. For example, an email being sent as soon as a lead is assigned to a user.

Web Lead needs assigned to user

A trigger to run immediately as a lead enters the system. For example, an email is sent as quick as possible.

Actions are events that workflow is actually doing for you. Below are the available actions:

Adjust contract date

Workflow moves contract date from one day, up to months, after the contract date passed. Commonly used for the x-date, renewal date, or follow up date.

Move to folder

Moves the lead to a predetermined folder.

Move to Campaign

Moves a lead from one campaign to another; works with private campaigns

Post lead to URL

Sends lead information to specified URL. This is commonly used for third party integrations.

Requote with First Impressions

This action will send lead information to First Impressions to requote the client.

Requote with Typhoon

This action will requote the client through Typhoon.

Lightspeed hot lead dial

Allows incoming hot lead dials to transfer to a group of extensions known as a Queue or "Ring Group"

Assign lead with an auto assign group

Can change the Assigned User of the lead when triggered.

Schedule appointment

Creates appointments on the schedule for follow up phone calls, task reminders, etc.

Send email

Automatically sends an email from the created templates.

Read the below guidelines to make sure you are meeting our best practices.

Submit a ticket with your new Workflow request by clicking the button below. Your request will be reviewed and processed within 48 hours.

Prior to submitting a request, review the following Workflow guidelines:

Any Workflows that send emails must be filtered for only contacts who have opted in to receive your emails.

All email templates used for Workflow must be unique.

No more than 20 actions can be added to one Workflow.Generally at that point the contact would move to a different Workflow, or should fall out of Workflow if they were never reached and are not interested.

One Workflow cannot run for more than 100 days (excluding a contract date Workflow that renews). Permissions willgo stale by that point, unless the contact had previously asked to remain on your follow up list.

Emails must be spaced out appropriately, based on the type of contact.

All guidelines and requests are subject to approval.

View Full Sized Article Click here for FAQs about Workflow

Workflow is an automated function in Blitz that allows your business to follow up more consistently and effectively.

View your Workflowsetupin Administration > Workflows.

When triggered, Workflow performs automated actions for a filtered groupof contacts. This allows you to create different Workflows for different types of contacts, during different stages in the sales process. For example, many users have a workflow to follow up with new web leads, one for following up with a recent quote, another for requoting, etc. Each Workflow has different follow up schedules and email templates specific to that scenario. Click here for more examples.

Workflow can automaticallyperformthe following actions:

Send custom email templates to your contacts, from either the assigned user or a specified user

Create appointments on the schedule (follow up phone calls, task reminders, etc.), for either the assigned user or a specified user

Reassign leads

Requote leads (via Typhoon or First Impressions)

Increment the contract date (commonly used for the x-date, renewal date, or follow up date to ensure it's always up to date)

Perform Quick Action

Click here for advanced actions

Workflow actions can be triggered by:

Number of days since the contactwas added to Blitz

Number of days since the contactreached a specific Milestone (Contacted, Quoted, etc.)

Number of days since the contactreached a specificStatus

Number of days prior to the contract date (this is a field in the Details tab in the Lead Log)

Number of days sincethe contract date

Number of days since the lead has been assigned

To target only specific leads, Workflow can be filtered by one or more of the following:

Status

Milestone

Source

Folder

Lead Type (Web lead, list, manually added)

Tag

Zip code

State

Below is an example of a Workflow set up for new web leads.

Filters: New or Attempted Contact status, web leads and manually added leads

Trigger:Number of days since the contactwas added to Blitz

Actions: Rotation of call reminders & emails

View Full Sized Article Click here for FAQs about updating leads

Using Quick Actions in Bulk

A Quick Action is a one-click solution that your staff can use to update leads more quickly. They are available in a dropdown in the lead log (see below). By selecting a Quick Action, Blitz will:

Add a pre-written history note

Update the Status and/or Milestone (optional)

Add a task or follow up appointment to the schedule (optional)

create that appointment for either the assigned user, the user submitting the quick action, or both (optional)

Add a tag (optional)

By customizing Quick Actions, your staff will be consistent and will adoptthe system more quickly.

Creating and editing Quick Actions

Navigate to Administration > Quick Actions (Under the "History Settings" heading.)

Click +Add New Quick Action to create a new Quick Action, the edit pencil to edit an existing Quick Action, or the garbage can to delete an existing Quick Action.

Fill out the available fields

Quick Action Name - This is what will appear in the drop-down (Note that this item can Tree. To learn more about treeing and organizing using Treeing, click here. )

History Action -This will be the Action recorded for the history note.

Notes -This is the pre-written history note that will be recorded.

Click Next.

If you would like the Status and/or Milestone to change or update when this Quick Action is used, enable the checkbox, then choose a milestone and a status in the drop-down.

Click next.

If you wish to add a tag to this lead when the quick action is used, enable the checkbox, and select the intended tag from the dropdown.

Click next.

If you would like the Quick Action to create an appointment, click the checkbox below labeled "Create Follow up Appointment"

Fill out each drop-down based on the following criteria:

Follow Up in - Required - Days or hours. Choose the increment and enter the number of days or hours chosen

All Day Appointment option - If you wish to make the appointment land in the "all day" section of the schedule, enable this checkbox. (see picture)

Appointment Attendee - Required

Assigned To User The appointment will be added to the Assigned Users scheduleNote: If the lead is not assigned, the Quick Action will trigger an error when used

Quick Action Author The appointment will be added to the users schedule who used the Quick Action

Assigned To User And Quick Action Author The appointment will be added to both the Assigned Users schedule and the users schedule who used the Quick Action

Assigned To User Or Quick Action Author By default, the appointment will be added to the Assigned Users schedule. If the lead is not assigned or is assigned to an inactive user, the appointment will instead be added to the users schedule who used the Quick Action.

Appointment Type - Required - Email, Meeting, Personal, Phone Call, Task (Color codedon schedule)

AppointmentReminder - Optional - select a time for a notification before the appointment.

Appointment Notes - Required - Text to display on the appointment

Click Finish.

Bulk Quick Actions

Quick Actions can be applied to multiple leads at a time using the checkboxes on the Lead List page (this is an Admin only feature).

Open a list of leads from the Lead menu or Dashboard.

Select the leads you would like to apply the Quick Action to. This can be done by either clicking individual check boxes next to leads, or clicking the top check box in the header bar to select all leads on the page. If all are selected, you also have the option to select all within the filtered results, as opposed to only the leads on the current page.

In the Select Action dropdown above the selected leads, choose Quick Action. Select the Quick Action you would like to apply to the selected leads, and click Quick Action.

If you open one of the leads, you will see the applied Quick Action in the History tab. Any updates within the Quick Action settings will be applied.

View Full Sized Article Click here for FAQs about Workflow

Recommended Workflows To Get Started

These are examples of workflows and how they can be used in your account. Any of these workflows can be put into your account if you request it!

New Leads Workflow

New internet leads and manually added leads

Assigned leads set to a New or Attempted Contact status are targeted in this workflow. When the lead has been in Blitz for 1, 5, 11, 20, and 30 days and still have not been contacted, a follow up appointment will be added for the assigned user. When the lead is 2, 7, 15, and 22 days old, an email will be automatically sent to the lead.

X-Date Workflow

Leadswho have requested that you follow up in the future to requote

Assigned leads that have a contract date and are set to a Re-Quote status are targeted in this workflow. 30 and 10 days prior to the listed contract date an email will be sent to the lead. 21 and 5 days prior to the contract date an appointment will be added to the assigned users schedule to make a follow up call. When the contact date passes, 6 months is added to the listed date.

Prospects - QuotedWorkflow

Following up with leads you've recently quoted, but have not sold. When a lead is moved to the Quoted milestone, appointments will be placed on the assigned users schedule to follow up on the quote

Assigned leads set to a Quoted milestoneare targeted in this workflow. When the lead has been in a "Quoted" milestone in Blitz for 1, 2, 4, and 7 days, and have not been sold yet, a follow up appointment will be added for the assigned user.

Prospects - WinbackWorkflow

Past customers that you want recurring biannual or annual opportunities for a chance at winning back their business.

Assigned leads set to a Winback statusare targeted in this workflow.45,15, and 2 days prior to the listed contract date (i.e. x-date) an email will be sent to the past customer. 30,and 23days prior to the contract date an appointment will be added to the assigned users schedule to make a follow up call. When the contact date passes, 6 months is added to the listed date.

Sold Customers - New Business Follow-upWorkflow

Thanking new customers for their business. Also useful for touching base with new customers to make sure they have no concerns, along with asking for referrals if they are satisfied

Assigned customersset to a Sold milestone are targeted in this workflow. When the customerhas been in a "Sold" milestone in Blitz for 1and 7days, athank you email and referral requestemail (respectively) will be sent to the customer. After 14 and 21 days, reminders will be set for the assigned user to follow up with the new customer.

Sold Customers - MonolineWorkflow

Also referred to as Cross-Sell. It is for customers that only have 1 line of insurance. Biannual (auto) or annual(home) offers will be sent to customers that will detail possible multi-policy discounts

Assigned customersset to a Sold milestone, with a "Cross-sell" status, are targeted in this workflow. When the customerhas been in a "Sold" milestone in Blitz for 60 and 90days, anemail will be sent to the customer with information about bundling policies to save.

Sold Customers - Policy Review & ReferralsWorkflow

Recurring notifications that will remind you to contact customers for a policy review, and send automatic emails to customers to collect referrals.

Assigned customersset to a Sold statusare targeted in this workflow. 1 and 90days prior to the listed contract date (i.e. renewaldate) an email will be sent to the past customer. 30 and 60 days prior to the contract date, the assigned user will be notified to contact the customer for a policy review. When the contact date passes, 6 months is added to the listed date.

Click here for FAQs about Users

To add each new user, navigate to Administration > Users (Under User Settings and Account Access), and follow the steps below:

Click +Add NewUser

Enter the user's information and click Add New User

If you receive a message that you have used all available licenses, click here to update the number of user licenses for your account.

Custom Checklists allow you to track important tasks that need to be completed when working with leads, customers, and other contacts. This could include remembering to collect certain information during the sales process, ensuring tasks are being completed after the sale, or any other necessary responsibilities. The items on a checklist can be customized, and multiple checklists can be tracked on one lead in Blitz at a time.

Configuring Checklists

Navigate to Administration > Checklists.

To create a new Checklist, click +Add New Checklist in the black bar, create a name for the Checklist, and click the check to save.

To add items to a Checklist, click the No Items Added Yet link. In the popup, click +Add New Checklist Item, type an item name, and click the check to save. Continue this step for each item.

To reorder the items on a checklist, click Reorder Checklist Items. This allows you to drag the items to the correct order.

To edit or delete a Checklist, use the X or edit pencil on the main list.

To view all contacts that are using one of your Checklists, click the eye icon to the left of the Checklist name.

Using Checklists

Click on a lead name to open their lead log.

To add a Checklist to this lead, find the Add New Checklist dropdown at the top of the screen, and select the Checklist youd like to add.You will not see this dropdown if you have not created any Checklists yet

Youll immediately be jumped to the Checklists tab within the lead log. At the top of the window, a summary is displayed showing the total items that have been completed. Below, the items are listed for the Checklist.

To add additional Checklists, simply select another Checklist from the dropdown. You can switch the Checklist being viewed by clicking the Checklist name in the summary box.

There are two options for checking an item off a Checklist: Completed or Not Applicable. Completed indicates that the items has been completed, while Not Applicable indicates that the item does not apply to this person or scenario. To check an item, click the checkbox next to the item. A dialogue box will open, so you can select either Complete or Not Applicable, and add a note (note is not required). Incomplete will leave the item unchecked. Click Save and Exit.

Back on the Checklists, youll see your updates reflected. If you added a note, it will be displayed below the checklist item (you can click the edit pencil next to the note to change it). A time stamp is also added to see when that Checklist item was last updated, and by which user. In the summary box above, youll see how many items have been checked next to a donut chart showing a visual.

Tracking Checklists

To see an overview on Checklist progress across all leads, go to Administration > Reports and select the Checklists report. By default, all Checklists are displayed.To narrow down by a particular users Checklists, select their name from the User dropdown and click Generate Report.

Each Checklist that is currently being used is displayed at the top of the report. In each summary box, the number of leads that have that Checklist is displayed, and the total number of items that have been completed.

To view the leads that have that Checklist, click the Leads number (4 Leads for example). This will open a list below with the Leads names, who they are assigned to, and now many items have been completed. The list can be sorted by any column by clicking the column header, and can be exported by clicking the Excel icon in the black bar above the list.

View full article How do I send an individual email? How do I send an email blast? How do I create an email template? How do I know that an email has been opened, or a link has been clicked? How do I insert a link into an email or email template? How do I insert an image into an email signature, email, or email template? What is Blitz's email usage policy? How do I add more emails to my account? Why can't I delete an email template?

How do I send an individual email?

Make sure you have an email address listed in the "My Preferences" section. This is where your email is sent from. Make sure it is a domain email address. For example: [email protected]. It can not be a @gmail, @yahoo, or @aol email address.

Click on a lead's name to open the lead log. You can find leads in the Leads tab, Dashboard, the Schedule tab, and by using the Search.

In the Emailtab, select a template if necessary. If you do not need a template, you can type your email in the largetext boxbelow.

If there is an email address in the Details tab, it will populate in the "To" field automatically. If there is not an email address listed, or if you wish to email a different address, type it in the "To" field.

If you would like this to be an appointment invite, click the checkbox and fill out the available fields. This will send a calendar attachment to the recipient so they can accept or deny the invite. It will also add an appointment to your Blitz schedule for the appointment time.

If you would like to attach a file, click the "Add Attachments" link. Blitz can send files up to 1 MB.

Review your email, and click Send.

How do I send an email blast?

Review Blitz's opt-in email policy to ensure your folder meets the requirements. Click here to review the policy.

Go to Administration > Target Email.

Select the Folder you would like to email.

Choose either Status or Milestone filters. Multiple Status or Milestone filters can be selected for a wider audience.

Choose an email template. If you do not choose a template, you can fill out the subject and body of the email below.

If you would like a copy of the email to be saved in the Lead Log, keep "Save Lead Log Entry" checked.

Choose a from address. Any replies will be sent to this address.

Enter your company's address for SPAM compliance (this is required by all email service providers).

Click the three checkboxes at the bottom to agree that you have read Blitz's email policy and the recipients and the content of the email meet this policy.

Click Send.

How do I know that an email has been opened, or a link has been clicked?

There are two ways you can track which emails a contact has opened and if any links were clicked in the email.

Option 1: By viewing history notes

Click on a contact's name to open the lead log, and scroll down in the "History" tab. If an email has been opened, you'll see an envelope icon next to the time/date stamp. If a link has been clicked from the email, you'll see an arrow icon. By clicking on either icon, you'll see a popup that displays each time/date the email was opened or a link was clicked.

Option 2: By viewing the lead's email deliverability report

To view the report, click on a contact's name to open the lead log, and in the "History" tab, click the charts to open the Engagement section.

In the Engagement section, click "View Email Report."

The Email Report will open up, displaying all email statistics for this particular lead within the chosen date range. If you click a statistic, a list will open below with the details of each email within that statistic. The list can be exported.

How do I insert a link into an email, email template, or email signature?

There are two optionsto add a link:

Option 1: You've already typed the text you'd like to be linked: Highlight the text or click on the image that you would like to be linked, then click the link icon and paste the entire URL (web address). Click ok.

Option 2: You have not typed the text you'd like to be linked: Place your cursor in the template/signature where you would like the link to be shown, click the link icon, and paste the entire URL (web address). Click ok.

How do I insert an image into an email signature, email, or email template?

In order for an image to display on Blitz, it will need to be hosted online. Images will not display properly in emails or e-signatures if they are copied and pasted.

Find your images Find the images you would like to use and save them to your computer. For best results, use a photo editing software to resize the image appropriately. ( Heres a Photoshop tutorial ) If the images are too large, the recipients may not be able to load them. **NOTE: If your image is already hosted online, you can skip this step.

Host the images & copy the image URL In order to add an image to Blitz, it must be hosted online. This simply means that there is a URL that will display the image in a web browser. If you already have the URL, copy it and move to step 3. If not, below are instructions on hosting the image and/or retrieving the URL:

Hosting the image: The easiest way is to use a photo sharing website.

(Here are a couple examples: tinypic, Photobucket, Flickr, postimage.) Once the photo is hosted, you will be given a URL that can be copied. Once you copy the URL, you can move on to step 3.

For images already on a website: Right click on the image. Depending on your browser, click either Copy Link Address, Copy Image Location, or Properties. For the first two, the URL is copied and you can move on to step 3. If you clicked Properties, highlight and copy the Address (URL) on the Properties popup screen.

Add the images to Blitz Images can be added to email templates, your email signature, and manually typed emails. In Blitz, click the Add Image icon. Paste the copied URL from step 2 into the Choose Image field. You are also able to adjust the width & height, however, we do recommend that you resize the image prior to hosting it. This will save on image loading time for the recipient.

If you want to link a URL to the image

Select the image so it is highlighted blue and click the Add Link icon. Paste the URL in the box. Save

Why can't I delete an email template?

Generally, this is because the template is attached to a Workflow.

Use the links below to jump to specific videos:

Full Video Tutorial

Setting up your account

Adding Users

Preferences and Notifications

Setting up Folders

Using & Customizing Dispositions (Milestones & Statuses)

Using & Customizing Quick Actions

Connecting your VOIP Phone

Creating Email Templates

Adding Leads and Contacts

Adding a Contact

Setting up Web Lead Providers

Importing a List

Creating a Web Form

Workflow Automation

Workflow 101: Getting Started

Workflow 102: Customizing your Process

Customizing Blitz

Customizing Column Headers

Default Displayed Columns

Customizing Column Types

Sales Opportunity Settings

Call Scripts

Questions

Privacy Settings

Customizing Actions

Integrating with eAgent

Full Video Tutorial

Setting up Your Account

Adding Users

See Full Article

Preferences and Notifications

See Full Article

Setting up Folders

See Full Article

Using & Customizing Dispositions (Milestones & Statuses)

See Full Article

Using & Customizing Quick Actions

See Full Article

Connecting your VOIP Phone

See Full Article

Creating Email Templates

See Full Article

Adding Leads and Contacts

Adding a Contact

See Full Article

Setting up Web Lead Providers

See Full Article

Importing a List

See Full Article

Creating a Web Form

See Full Article

Workflow Automation

Workflow 101: Getting Started

See Full Article

Workflow 102: Customizing your Process

See Full Article

Customizing Blitz

Customizing Column Headers

See Full Article

Default Displayed Columns

See Full Article

Customizing Column Types

See Full Article

Sales Opportunity Settings

See Full Article

Call Scripts

See Full Article

Questions

See Full Article

Privacy Settings

See Full Article

Customizing Actions

See Full Article

Integrating with eAgent

See Full Article

View full article

How does Blitz send contacts to eAgent?

Why am I getting an error that says "Failed to send lead to eAgent?" Can I use multiple Milestones to send leads to eAgent? Can I connect more than one eAgent account?

How does Blitz send contacts to eAgent?

Blitz automatically sends the contact information, as well as the last note, to eAgent when you update thecontact to a certain Milestone. The Milestone is chosen when you set up the eAgent integration ( click here for instructions ). The information will be transferred to eAgent immediately, and you will receive a pop up confirmation in Blitz above the tabs in the Lead.

Why am I getting an error that says "Failed to send lead to eAgent?"

eAgent requires certain information in order to accept a contact. The following must be present in the Details tab:

First name

Last name

Address 1

City

State

Zip

Email or Phone

Can I use multiple Milestones to send leads to eAgent?

One Milestone is selected to transfer leads to eAgent.This is to prevent you from sending all leads to eAgent (eAgent is meant for customers only). You do have the option to customize Milestones so this integration can work how you'd like. Click here for instructions.

Can I connect more than one eAgent account?

One eAgent account is selected when configuring the integration.

View full article

Why am I getting duplicate email notifications?

How do I merge two duplicate records?

Why am I receiving duplicate web leads?

How do I locate all duplicates at once?

How canI handle duplicates on a spreadsheet before importing?

What If I want to import leads, but I know there will be duplicates in the system?(Duplicate Checking)

Why am I getting Duplicate Email Notifications?

In some cases the lead provider is emailing the lead to the office and sending it to Blitz simultaneously. Blitz will give you an email notification of a new lead and so will the lead provider. Check the senders of the emails. Our notifications come from email addresses ending in @blitzleadmanager.com. You can contact your lead provider to alter your email notification settings.

To ensure there is no duplicate you can use the lead quick search at the top left side of Blitz and search for the contact's name. If there is only one found then there is no duplicate.

How do I merge two duplicate records?

If there is a duplicate lead, you will receive a message within the Lead Log. Get to the lead log by clicking on a lead's name in Blitz.

When you see the message Found # potential duplicates, click View Potential Duplicates prior to calling or emailing the lead. This should be the first thing that is checked before contact is made.

The summary page will show all potential duplicates, allowing you to pinpoint the most likely duplicate. Most of the time you will only have one if you keep your database clean. Click the check box next to the potential duplicate and select Review & Merge in the dark blue bar. If you have decided at this point that the lead is not a duplicate, click Return to Lead Log to go back.

The two leads will be lined up, allowing users to choose which information to keep. The lead on the left you will keep, and the lead on the right will go to the recycle bin (to flip them, click the double arrow above the Merge button). Any information to keep can simply be copied and pasted over to the left lead. All notes, appointments, milestones, files, tags, and opportunities will be merged into the new lead. When completed, click the Merge button between the two leads.

How do I locate all duplicates at once?

Export your leads by going to Leads > All Leads By Folderand selecting All Folders. If you have a large database, you may need to export one campaign at a time, then combine them in Excel after.

In Excel, highlight the column you would like to base the duplicate check on. In this example, we are searching based on name, but you could also search by phone number, email, etc.

Under the Home tab, select Conditional Formatting > Highlight Cell Rules > Duplicate Values

Choose to format cells that contain duplicate values with (any style you choose). Click OK.

The duplicate leadsare now highlighted:

How canI handle duplicates on a spreadsheet before importing?

Open your spreadsheet in Excel.

Highlight the column you would like to base the duplicate check on.In this example, we are searching based on name, but you could also search by phone number, email, etc.

In the Data tab, select Advanced Filter:

Choose Filter the list, in-place for the action, and check Unique records only. Click OK.

The duplicates are now removed:

Importing with Duplicates

Blitz has the ability to check for duplicate leads when importing lists based off the leads phone number and email address. This duplicate check will check the spreadsheet itself and the Blitz account for duplicates.

Select Administration ->Spreadsheet

Click the Select button. This will prompt you to find the file on your computer. (All lists have to be .csv (comma delimited))

Find the File and select Open. This will close window and bring you back to Blitz.

Click Upload

Click and drag the column headers on the left to their corresponding fields.

Click Import

If there are duplicate leads you will receive an error message that reads: An error occurred importing your file. You must modify the mappings or edit the file to fix the errors and upload it again.

1. There was an error reading the data on line X.This does not mean the list has to be re-uploaded.2. Select the drop down that reads Duplicate phone numbers were found. Select what to do with these duplicates.3. Select Either Don't import leads with duplicate phone numbers or Import leads with duplicate phone numbers (not recommended). -Dont import leads will skip all the ones that are duplicates in Blitz already. -Import leads with duplicate phone numbers will ignore duplicates and import the entire list.If you have duplicate email address you will have similar dialog in the drop down options.4. Once you have selected one of these options, click Import again. -If there are no further data errors, leads will be uploaded into specified campaign.

View full article

How do I send contactsto the Recycle Bin? How do I remove contactsfrom the Recycle Bin? Do contacts from the Recycle Bin show up in searches?

How do I send contactsto the Recycle Bin?

Sending a contact to the Recycle Bin is a way to temporarily delete them. They can be restored at any time, or permanently deleted by an Administrator. There are two ways to send contacts to the Recycle Bin:

Individually: On a Lead List, click the Recycle Bin icon Click here for more information on filtering to the right of the contact.

In Bulk: On the Lead List, select the contactsyou would like to send to the Recycle Bin by using the check boxes to the left of the contacts. Use the "Move To" dropdown box above the check boxes to move the contacts to the Recycle Bin. To move more at a time, you can scroll to the bottom of the list and make the page size 50.Note: Be aware that contacts can only be restored from the Recycle Bin individually.

How do I remove contactsfrom the Recycle Bin?

Contacts can be removed from the Recycle Bin by either restoring them or permanently deleting them.

Restoring Contacts: To restore a contact, go to Leads > Recycle Bin and find the contact. You can use the filter options to easily search on any column. Click the blue turning arrow to the right of the contact to restore it. Note that contacts must be restored individually.

Permanently Deleting Contacts Individually:To permanently deletea contact, go to Leads > Recycle Bin and find the contact. You can use the filter options to easily search on any column.Click the garbage can to the right of the contact to permanently delete it.

Permanently Deleting All Contacts in the Recycle Bin:To permanently delete all contacts in the Recycle Bin, go to Leads > Recycle Bin and click the "Empty Recycle Bin" button above the list.

Do contacts from the Recycle Bin show up in searches?

Contacts from the Recycle Bin do not show up in search results. To find a contact in the recycle bin, use the filters located next to each column header. .

View full article

How do I add a contact individually?

How do I add a contact individually?

Go to Leads > +Add New Lead. Click here for instructions on creating Sources.

Select aFolder.No Folders available? Click here for setup instructions.

Fill out the fields and click Save. Click here for instructions on customizing the 20 custom fields.

View full article

How do I set up Blitz to receive new web leads from my lead provider or quoting vendor? Where do I find my Blitz API information? Once leads are coming into Blitz, where can I find them? Why is there a delay when I'm getting leads from my quoting system? How do I get previously purchased leads into Blitz? Why are my web leads not coming into Blitz? Why am I receiving duplicate web leads? Why is only some of the lead's contact information populating? How do I add my lead provider as an option in Web Lead Setup?

Where do I find my Blitz API information?

Administrators can access this informationby going to Administration > Web Lead Providers.At the very top of this page your API information will be in a box containing that specific information.

You can also find it by hovering over your name at the top right side and clicking "My Preferences." There is an Web Lead/API Settings Area at the bottom Right.

Once leads are coming into Blitz, where can I find them?

There are several ways you can find your new web leads:

If you are assigned a new lead, you will receive an email notification with a link to the lead. If you have popups enabled, the popup will also contain a link.

If you are assigned a new lead, it will be on your schedule at the time the lead was added to Blitz. Click the Schedule tab on the main menu. Any yellow appointment that says "Contact the new lead" is a new web lead.

You can access new leads by going to Leads > Dashboard. At the very top it will show you new leads if they are assigned to you. If you wanted to see them for your entire account simply click the drop down on the top right of the Dashboard page and select Account Overview.

If your leads are not being assigned, and you have Shark Tank enabled ( click here for information ), you can find new leads by going to Leads > Shark Tank.

If your leads are not being assigned, and you have new lead notifications turned on, you willreceive an email notification with a link to the lead. To turn on notifications about all new web leads, select this option in MyPreferences in the "Auto-Assignment and New Lead Email Notification Settings" section. You can access My preferences by hovering over your name at the top right side of any Blitz page.

If you know the lead's name, search for it in the Quick Search box on the top right of every page.

You can view all leads by going to Leads > All Leads by Folder.

Why is there a delay when I'm getting leads from my quoting system?

There are two different ways to configure web leads: 1) directly from the provider, and 2) from your quoting vendor.

If leads are deliveredfrom yourquoting vendorto Blitz, there is a delay because the quote is being processed. This delay should be no more than 10 minutes (if it's longer, contact your quoting provider).

If this delay is an issue, we recommend setting up leads to come directly from the provider instead of from the quoting vendor. Click here for more information on setting up web leads.

How do I get previously purchased leads into Blitz?

Ask your lead provider if they can resend the leads to Blitz. Some providers can do this for recently purchased leads.

If they cannot resend the leads, ask if you can get an export. This export can then be imported to Blitz.

If these are not options, and you have quoted the leads, most quoting systems allow you to export. Once you have an exported list, this can be imported into Blitz.

Why are my web leads not coming into Blitz?

Did you set up Blitz to receive web leads? Click here for setup instructions.

Did you send your API information to the lead provider or quoting vendor that will be delivering leads to Blitz? Click here for more information.

Are you sure the leads didn't come in? Sometimes leads may becoming in, butweren't assigned so nobody was notified ( click here for information on auto assigning leads ). To check if the leads are in Blitz, either do a Quick Search if you know alead's name, or go to Leads > All leads by Folderand select the folder for your provider.

If all aboveare true, contact your lead provider to determine if there were any delivery issues. You can also feel free to dial Blitz into the call if there are any problems determining the issue, or click below to submit a ticket.

Why am I receiving duplicate web leads?

View both leads. Did one come from a quoting vendor, and one come directly from the provider? This can generally be determined by looking at the folder or lead source. If this is the case, the integration should be turned off for one of the sources. To do this, contact the provider or quoter and instruct them to discontinue sending leads to Blitz. Then, to turn off the integration in Blitz, go to Administration > Web Lead Provider, click configure next to the provider or quoter, and uncheck all lead types. Click Save.

If the leads came from the same source, determine if the leads are the same type (i.e. Auto, Home, etc.)If they are the same type, and are exact duplicates, contact your lead provider to determine why duplicate leads are being sent to Blitz. Blitz does not create duplicate leads.If they are different types, but the same contact information, this is simply how some providers sendonelead that has requested two different products or services. In this case, you may wish to turn off the auto assign group for one of the types. For example, if you always receive auto leads, but sometimes there is a home lead attached, you will want to turn off the auto assign group for home. This way the same lead is not assigned to two separate people, and the person who received the auto lead will see there is a duplicate and assign the other lead to themselves as well, or decide to merge the duplicates. Click here for information on Auto Assign Groups.

Why is only some of the lead's contact information populating?

Blitz only receives the information that is sent to us. If there is missing information, it was not sent to us. If this is the case, contact your lead provider to determine why the information was not sent.

How do I add my lead provider as an option in Web Lead Setup?

Blitz is always happy to add more lead providers to our list of partners. Click below to submit a ticket, and please include the company name, a contact name at the company, and their contact information (preferably email and phone).

View Full Sized Article

Click here for FAQs about Tags

Tags are an additional way to group contactsbased on any criteria. Contacts can have an unlimited amount of Tags, allowing them to be in several groups at once.

Tags are used for:

Narrowing down leads or customers by something specific, such as "Monoline Policy" to be used for cross selling.

Temporary purposes, such as contacts who are currently eligible for a discount.

Documenting important benchmarks, such as "Received Paperwork"

Saving a specific group of filtered contacts, to save time filtering again next time.

CreatingTags:

Navigate to Administration > Tags

Click +Add New Tag

Create a name for the Tag, choose a color, and click Save.Note: The "Show in Add Tag Dropdown" allows users to use this tag.

Using Tags:There are two ways to add tags to contacts

In the Lead. An +Add New Tag dropdown is located at the top. Selecting a Tag from the dropdown will add the Tag.

Ona list, click one or more check boxes to the left of the contact names. Above the list in the dark blue bar, select a Tag from the Add Tag dropdown. The Tag will be added to all checked contacts.

To remove a Tag, open the Lead Log and click the X on the tag.

View Full Sized Article

Blitz's email policy is based on the guidelines of the CAN-SPAM act, and the spam filtering/delivery practices of major email providers (gmail, Yahoo, AOL, Hotmail, etc.) to ensure both compliance and high email deliverability for our customers. Long story short, we want to make surethat we can continue to deliver your emails, and that they are as effective as possible!

Click here for information about the CAN-SPAM act perthe Federal Trade Commission

Click here for Blitz's Terms and Conditions

When using Blitz's email feature, be aware of the following:

All email recipients must be opted in to receive your email.

All email addresses must be valid.

Email deliverability must remain over 95%. Click here for information on tracking this in your Blitz account.

SPAM reports must remain below 0.1%. Click here for information on tracking this in your Blitz account.

You are responsible for the content of all emails sent from your account and must follow all applicable local, state, national, and international laws and regulations, including without limitation the CAN-SPAM Act of 2003.

You may not use the email service to transmit, distribute or deliver any unsolicited bulk or commercial email through the service.

You agree that emails do not use any deceptive technique to obscure, misrepresent or hide any information regarding the origin of the email or its transmission path; do not use deceptive addressing; do not use a third party's domain name without permission of the third party; do not contain false or misleading content in the subject or in any part of the message.

You shall not send, transmit, handle, distribute, any email through the service that: (a) violates the usage standards of any entity, including without limitation any ISP or User Group (b) is vulgar, indecent, or obscene; (c) is threatening, abusive, harassing, or defamatory; (d) infringes on a third parties privacy or intellectual property right(s); (e) is fraudulent, deceptive, or misleading.

Failure to comply with Blitz's email policy can result in restricting the usage of the email service, suspending the account, or other actions deemed appropriate.

Email Best Practices

Sometimes you may think you're doing everything right, but are still getting emails flagged as SPAM. What can you do about this? Below are some of the top mistakes to avoid when sending emails:

Taking too long to contact someone after they have opted in. Permission generally goes stale within about 6 months, so if it's been longer than that since you've spoken to them, you will need to call and reconfirm their email address and that they still would like to receive your emails.

Contacting someone at a bad time. We suggest following up at an ideal time for the contact, such as an x-date approaching. If it's been awhile since you've spoken, there should be a reason for the follow up from the prospect's point of view.

Frequency of emails. Sending too many emails, especially with similar or repetitive content, can trigger a SPAM complaint. Keep your templates fresh by mixing educational emails with promotional emails, and keep them spaced out enough that they will not open up their email and see several unopened messages from you. Also, mixing up contact methods (e.g. adding a phone call or text) will increase your chances of reaching the person, and reduce the chance of SPAM because they will be expecting your email.

Hiding your identity. If a recipient does not know who you are, they are likely to mark the message as SPAM. This can occur if you are using a personal email instead of one that has your company's domain, a lack of branding, or not enough contact information. We suggest at a minimum having your company name, your name, your company address (for SPAM compliance), and at least two ways you can be reached (phone and email for example).

Using promotional phrases that are too good to be true, such as "Act now and save!" or Once in a lifetime opportunity!

Attempting to mislead the recipient by adding "FWD" or "RE" at the beginning of the subject line.

Too long. The longer an email is, the less likely the recipient will want to read it. Think of an email as an opportunity to start a conversation, instead of including every detail that they may or may not be interested in.

Not explaining your intentions. If someone doesn't understand why you are emailing them, they are more likely to flag your email to prevent future confusing messages. We suggest opening with a line that talks about how you obtained their information (if they are a new web lead for example, you could explain that you received their request), or if they are someone you have spoken to in the past you could reference your previous communications and the fact that they requested you contact them in the future.

Excessive use of exclamation points.

Using all caps, especially in the subject line.

Using loud colors, such as bright green or red.

Adding fancy fonts, centering the text, or other excessive formatting. If you do want to make your templates look more professional, opt for using tables or images. If you are familiar with HTML, google "email templates" to find plenty of ideas and free templates (just be sure to remove any header information).

Using sloppy HTML. This usually happens when copying and pasting from another source, such as Microsoft Word, and can create broken links or spacing and font issues.

Adding images that are too large, or are the only content of the email.

Hiding the "Opt out" message. This message is at the bottom of every Blitz Workflow and Campaign email, so make sure there are no additional spaces added to the bottom of your template. Opting out does not count against you, so this is the best way for the recipient to let you know that they would not like to receive your emails (as opposed to marking them as spam).

View full article

How does Blitz work with my VOIP and how do I set it up? Why is nothing happening when I click on a highlighted phone number for Click to Call? Why is someone else's phone ringing when I use Click to Call? Why am I getting signed out of Blitz after a screen pop on an inbound call?

Why is nothing happening when I click on a highlighted phone number for Click to Call?

If you're using Lightspeed, go to Administration > Account Settingsand confirm that the server is correct. If you are unsure what your server is, you can contact Lightspeed and they will provide this information.

Go to the My Preferences (Hover over your name at the top right of Blitz and click "My Preferences")tab in the menu, and check your VOIP Settings to confirm they are correct.

Why is someone else's phone ringing when I use Click to Call?

This is because you have someone else's VOIPinformation in your settings. To fix this, go to the My Preferences (Hover over your name at the top right of Blitz and click "My Preferences") tab and enter your information in the VOIP Settings section.

Why am I getting signed out of Blitz after a screen pop on an inbound call?

This is generally because you are logged into Blitz under a different browser than your default browser. To fix this, either:

Use Blitz under your default browser

Change your default browser to match what you are logging into Blitz with

View full article

How do I import a spreadsheet? Can I combine first and last name into one field when importing? Why am I receiving an error when importing, and how do I fix it? I have more columns on my spreadsheet than available Blitz fields. How can I bring in all of my data? How do I split up a column in Excel prior to importing? How do I combine columns in Excel prior to importing?

Can I combine first and last name into one field when importing?

Yes. If you drag both boxes to the Lead Name or Lead Contact Name field, Blitz will combine them.

Why am I receiving an error when importing, and how do I fix it?

Below are the most common errormessagesand how to fix them.

Invalid file extension Only .csv files are supported in Blitz. If you have an Excel file, open it up in Excel and save it as a .csv. Keep in mind that .csv files do not support multiple sheets.

Your file is not formatted correctly. Column headings must be on the first line and each column must have a unique name. All of your column headers must be on line 1, and none of them can be the same or blank. If you think your spreadsheet satisfies theserequirements, try selecting a few columns to the right of the last column header, right click and hit delete.

Your file is not formatted correctly. The data at row # is incorrect. The row is missing columns or has more columns than headings. Either the spreadsheet is missing column headers or there is missing data within your spreadsheet. The easiest fix is to create an additional column at the very right, label it Blank and drag the word Blank all the way down to the bottom of your spreadsheet. To drag it down, click the square on the bottom right corner of the cell and drag down. When you are importing the list into Blitz, simplydon'tmap the Blank column.

An error occured importing your file. You must modify the mappings or edit the file to fix the errors and upload it again.There are requirements in some of the fields in Blitz. Below the error message it will list the rowsand data within your spreadsheet that caused the error, that way you can easily correct the problem. You have two options to fix the error:1. Continue the import without including the invalid data. If you choose this option, select the data you'd like to ignore (you will have to select all checkboxes in order to import), and click the grey import button again. 2. Fix the error(s) in Excel, then re-import the file into Blitz. To do this, find each error in your spreadsheet as listed in the error details and ensure that they meet the below field requirements. Once all errors are fixed, return to the main import screen (Admin > Import Leads) andre-import the corrected file.Below are the field requirements:

Name required, 255 characters or less

Address 100 characters or less

City 100 characters or less

State/Province Must be a valid state, province, or abbreviation for either

Zip Code Must be 5 or 9 characters

Country Must be a valid country or country code

Phone Must be 10 characters

Phone Ext 5 characters or less

Fax Must be 10 characters

Email Address Must be a valid email address, 100 characters or less

Web Site Must be a valid web site

Contact Name 50 characters or less

Revenue 50 characters or less

All other fields (excluding Notes)-Must be less that 255 characters

Still having an issue? Click below to submit a ticket, and please copy and paste the error details into the ticket.

I have more columns on my spreadsheet than available Blitz fields. How can I bring in all of my data?

Map your most important fields into the 20 custom fields. Anything in a custom field can be sorted or filtered on later. Anything else can be mapped to the History Note field (the long one at the bottom). You can map an unlimited amount of information into the History Notes, and will be displayed in the History tab on your leads.

How do I split up a column in Excel prior to importing?

Below is an example where we split up one column (City, State, Zip) into three separate columns.

In Excel, create two new columns to the left of the city, state, zip column. To do this, right click on the column to the right (in this case, above Control) and click Insert. Repeat this step to create two empty columns.

Select all data in the city, state, zip column, including the column header.

Click Text to Columns in the data tab of Excel.

Choose Delimited & click next.

For the delimiters in this particular spreadsheet, you would choose comma. Other spreadsheets might include values that are separated by a dash or just a space. Choose the appropriate symbol or character (or type it in the other box), and check the preview below to ensure its split up properly. Click next.

Click Finish.

How do I combine columns in Excel prior to importing?

Decide which columns you would like to combine. Below is an example of a spreadsheet with house number, street name, and abbv. in threeseparatecolumns. In Blitz, you would want to put these all in the Address 1 field, so it would be best to combine these into one column.

Create a new column for the combined data to be added to. To add a new column, right click on a column to the right and select Insert.

In the top cell of the new blank column created in step 2, add a concatenate function. The easiest way to do this is to click the fx button to the left of the wide text box above your spreadsheet that displays the current cell data.After clicking thefxbutton, an assistant dialogue will pop up and help you create the function. Type concatenate at the top to find the function. Select it and click OK.The next box will ask you which cells you would like to combine. Since you are adding the function in the top cell, you will want to type the top cells of each column you are combining with a space in between each. In the example below, I am combining columns B, C, and D, so I typed B1, C1, and D1 inseparateText boxes within the dialogue. In between each, I typed a space to make sure there is a space between each value (the quotation marks are added automatically). At the bottom of the dialogue it will tell you what the formula result looks like. Click OK when complete.

To apply this function to the rest of the rows in your spreadsheet, click the small square at the bottom right of the cell containing the formula. Drag your mouse down until you reach the bottom of your spreadsheet. End result:

View full article

Why am Ibeing notified about leads that are not assigned to me? How do I turn off new lead email notifications? How do I turn on or off new lead popupnotifications? How do I turn on or off new lead text notifications?

Why am Ibeing notified about leads that are not assigned to me?

You have settings in your Preferences to notify you of the activity of other people on your team.

Click My Preferences (Hover over your name on the top right), and look at the "Auto-Assignment and New Lead Email Notification Settings" box. If you have "Notify me of ALL new web leads" or "Notify me of ALL new web form leads" checked, uncheck that box.

Also in My Preferences, look at the "History Notification Settings" section. If you have this turned on, make sure the "Notify me about" dropdown has "Leads Assigned to me" selected.

If you are still having an issue, click below to submit a ticket.

How do I stop receiving new lead emails?

Users will always receive an email when a new lead is assigned to them. To turn this off, you can set up email filters. You will do this in your email service, outside of Blitz. Below are instructions to filter in Outlook:

Click onone of your email notifications from Blitz.

Under the home tab, click Rules, then Create Rule.

Select the conditions for the filters by clicking the check boxes. We recommend putting Blitz's email address as the sender ([email protected]), as well as keywords fromthe subject ("Assigned to you" for example).

In the Do the following section, choose what you would like Outlook to do with messages that meet the above conditions. To move the message to a different folder automatically, specify the folder in the last option.

Click OK, and OK again if you would like to run the rule immediately.

To manage or delete existing rules, go to Home > Manage Rules and Alerts.

How do I turn on or off new lead popup and email notifications?

1. Click the My Preferences tab.

2. In the "Popup Notification Settings" box, find the checkbox for "Enable popup notifications for new leads." If this is checked, you will receive popups. If it is not checked, you will not. Same goes for Email Notifications such as"Enable for email link clicks* and the Enable for email opens*" If either of these are checked, you will receive popups. If it is not checked, you will not.

3. Click Save.

*Please note you will only receive popup notifications when either a new lead is assigned to you, or when any new lead comes in andyou have "Notify me of ALL new web leads" selected in the "Auto-Assignment and New Lead Email Notification Settings" section.

How do I turn on or off new lead textnotifications?

Click the My Preferences tab.

In the bottom left corner you will see the "Mobile Phone & Text Message Settings" box,enter your mobile information and select "Notify Me Via Text Message For:New Leads".

Click Save.

*Please note you will only receive textnotifications when either a new lead is assigned to you, or when any new lead comes in andyou have "Notify me of ALL new web leads" selected in the "Auto-Assignment and New Lead Email Notification Settings" section.

View Full Sized Article Purchased leads from Cole or Sales Genie can drop directly into Blitz from the list provider's website.

Note: If you need to scrub the list, instead of using the integration export the list from the provider and scrub it prior to importing it into Blitz.

Click on your provider below for instructions:

Cole

Sales Genie

Cole

In Blitz, navigate to Administration > Web LeadProvider.

Click importing the file next to Cole Information.

In the popup, click the enable checkbox, then Save Settings on the top right.

At the bottom of the page in a Blue pop up you will see the API information. You will need to copy and paste this information into Cole.

In Cole, select the leads you would like to transfer to Blitz, and choose the Export option.

Select Export to Blitz, and enter the API information from step 4.

Sales Genie

In Blitz, go to Administration > Web Lead Provider. At the bottom of that page you will see a Blue pop up. this has your API information in it. You will have to copy this information in to Sales Genie.

In Sales Genie, find the list that you would like to transfer to Blitz and click Export. On this screen, choose the Export to Blitz tab. You will need to enter your API information from step 1 here, as well as the number of records to export.

In Blitz, click the Files tab, find the Sales Genie Import file (this will be on the top of the list), and click the Import File icon (grey box with a green arrow). This will take you to the import screen, where you can finish .

View Full Sized Article

Call script

Will display a script in the Lead Log for the user to read from. This displays below the history notes text box.

To add a Call Script:

Navigate to Administration > Call Scripts (Under the "History Settings" header.)

Click "Add New Call Script" on the top right of the page.

Give your script a Name.(Note that this item can Tree. To learn more about treeing and organizing using Treeing, click here. )

Give the script a Description, this will help Identify whatthis call script isfor.

Now you can write your Call Script. Note that you can use Lead substitutions to help your staff have more fluid calls.

The substitutions will populate the information once selected in the lead. The below image is the same script as above but displayed in a lead. The script displays under the history section of a lead.

Questions

Will display a list of questions in the Lead Log for the user to fill out. This displays within the history notes text box.

To add Questions:

Navigate to Administration > Questions(Under the "History Settings" header.)

Click "Add New Question List" on the top right of the page.

Give yourList of Questions a name (Note that this item can Tree. To learn more about treeing and organizing using Treeing, click here. )

Add a description,this will help identify what these questions are for.

When typing your questions, remember that each question will be entered on a new line.

Click "Add new question list" to save.

Now leads will be able to have that question list added to the history note.

The user just needs to go to a lead, find the history tab, and select the questions from the "Insert Questions into Notes" drop down.

View Full Sized Article

Click here for FAQs about web leads

Click here for FAQs about assigning web leads

Blitz can receive leads automatically from web lead providers and quoting systems, and assign them to users. If you are using a Quoter (First Impressions, Typhoon, or Quote Rush), scroll to the second optionbelow.

Option 1: Instructions for receiving web leads directly from the provider

Click here for more information on assigning leads and using the Shark Tank.

Navigate to Administration > Web LeadProvider

Click the next toyour lead provider.

Check the Enable check box for each lead type you are receiving.

Click the Save Settings button on the top right in the dark blue bar.

Once it'ssaved, you are able to set up an Auto Assign Group for each lead type by selecting one in the dropdown and clicking Save Settings again. You have the option to set up separate Auto Assign Groups for different lead types and providers (for example, if you have a different user that works Life leads, you could use a different Auto Assign Group that is set up for that user). Auto Assign Groupsmustbe configured in Administration > Auto Assign Groups. If you leave this dropdown blank, the leads will not be assigned, and userscan instead use the Shark Tank to claim leads. Click here for more information on assigning leads and using the Shark Tank.

To complete the integration, you must notify the lead provider that you have a Blitz account. They will need your API ID, Transaction ID, and API URL. These can be found in the Web Lead Provider Page in Blitz (only administrators have access to this information).Many vendors have a page on their site to submit the API information - check the account settings for your vendor to see where to submit this information. If the vendor does not have a page for this, you can email their support teamwith the information.

Option 2: Instructions for receiving web leads via First Impressions, Typhoon, or Quote Rush

Navigate to Administration > Web LeadProvider

Click the next to First Impressions, Typhoon, or Quote Rush

Check the Enable check box for each provider and lead type you are receiving from the quoter.

Click the Save Settings button on the top right in the dark blue bar.

Once it'ssaved, you are able to set up an Auto Assign Group for each provider and lead type by selecting one in the dropdown and clicking Save Settings again. You have the option to set up separate Auto Assign Groups for different lead types and providers (for example, if you have a different user that works Life leads, you could use a different Auto Assign Group that is set up for that user). Auto Assign Groupsmustbe configured in Administration > Auto Assign Groups. If you leave this dropdown blank, the leads will not be assigned, and userscan use the Shark Tank to claim leads.

To complete the integration:

Notify your quoterthat you have a Blitz account. They will need your API ID, Transaction ID, and API URL. These can be found in theWeb Lead Provider Page in Blitz (only administrators have access to this information).Many vendors have a page on their site to submit the API information - check the account settings for your vendor to see where to submit this information. If the vendor does not have a page for this, you can email their support teamwith the information.

Notify your lead provider that you're using a quoter. The lead provider will need your email address associated with your quoter account so they can deliver the leads to be quoted. Once they are quoted, they will be sent to Blitz.

Click here to view Blitz's Plans and Packages.

How do I add more Emails my My account?

To request a change in your package or to change from a monthly or annual package an account owner will need to visit the subscription page. (Note: The account owner is the only one able to access this page in Blitz)

To Request a package change or Billing Cycle change:

An account owner will go to the Administration menu located at the top left side of Blitz and click " Subscription Settings."

The options are located under "Manage your Subscription" Click the link and it will open a request window for you.

A support staff member will contact you shortly to let you know the changes have been made, or to assist you if more information is required.

Dashboard

How do I add more emails to my account?

There are two ways in which you can request more emails for your Blitz account:

Submit a support ticket- Click the red Help tab on the bottom right within your Blitz account-Select Contact Us and enterthe number of additional emails you're requestingPlease note that emails can only be added to your account if your email usage is in good standing. Click here to read more about our email policy.

Call in to our support line -Dial 419-841-8800 ext. 1

Email Pricing

The price to add on extra emails is $1 for every 50 emails per user. This will be added on to your monthly billing statement. Annual packages will need to pay for the add on costs for the remainder of the subscription.

Example: A 3 user account that wants to purchase email add-ons would pay an extra $3/month for 150 emails. Each user receives 50 emails for $1.

Although pricing is per user, the total emails available for the account will be in a bucket that can be used by any user. You can view your account's email usage on the .

Available emails are reset on the first of each month. There is no rollover of emails from previous months.

View full article Why are my leads neglected? How do I see additional columns on the Neglected Leads list? How can I remove contacts from Neglected Leads in bulk?

Why are my leads neglected?

Leads become neglected when an appointment has passed, and a history note has not been added since the last appointment. Status, Milestone, or other factors do not determine whether a lead becomes neglected.This feature helps you prioritize which leads are in need of being contacted and keeps leads from being forgotten.

Where to find the Neglected Leads?

Go to Leads > My Dashboard and view the "Neglected Leads" box.

-OR-

Go to Leads > Neglected Leads. This is the Account Wide list. The My Blitz page will only bring up your Neglected leads.

Leads Dashboard is by far the most effective method of searching for neglected leads. The Leads Dashboard can give you an overview of your leads and additionally the leads of the entire account. One of the sections contains "Neglected Leads" which will give you an account overview on the neglected leads. The date range can be changed as well to have a more accurate view of neglected leads as well.

Many times leads become neglected because the user updates the lead prior to the scheduled appointment time. If Workflow created the appointment for late in the day, adjusting Workflow would help this from happening again. Click here to adjust Workflow.

How do I see additional columns on the Neglected Leads list?

If you need to filter or sort Neglected Leads based on a criteria not shown, you can show more columns.

Go to the Neglected Leads list, either from the Leads tab or theDashboard.

Right click anywhere on the gray column headers. A drop down box will appear.

Hover over columns and then checkbox the columns you would like to view in the list.

How can I remove contacts from Neglected Leads in bulk?

Before removing contact from the Neglected Leads list in bulk, it's important to evaluate why there are so many neglected leads. If Workflow is creating too many appointments, click here to adjust Workflows.

The Group History Tool is a fast an easy way to un neglect multiple leads at once. To re-cap, leads are marked as neglected because a history entry has not been added after the date of an appointment. The Group History Tool allows you to add a history note to every lead in a folder all at once. Locate Administration Tab then find the Group History Button. From there select a Folder and then select from the drop downs on how you would like the lead to be updated. This is similar to how you would add a history note in an individual lead. Once having all the information filled out, click save. Any neglected leads in this Folder will be un-neglected

If you still plan to contact the leads, keeping them neglected helps prioritize them, so we do not recommend removing them in bulk. Instead, sort or filter the Neglected Leads list to help find the leadsyou would like to contact first and continue to work through the list. This will help you know how many are left that you're behind on.

If you would still like to remove contacts from the Neglected Leads list in bulk, you can use the Group Historyfeature.

Determine which folder have neglected leads.

Go to Administration >Group History.

Choose the folder, and fill out the fields to add a history note to all leads within the folder. This is just like adding a history note to an individual lead, except it's added to ALLleads in the campaign. By adding a history note, the leads will no longer be neglected. They will still remain in the folder.

Click Save.

Un-Neglecting Leads Individually (Recommended):

Leads are marked neglected because there has not been a history note added after the date of a scheduled appointment. This feature helps you prioritize which leads are in need of being contacted and keeps leads from being forgotten. We recommend un-neglecting leads individually through the history log of a lead because it ensures that every lead is getting proper attention.

To un-neglect a lead individually, pull up a lead that has been marked as neglected. Again, these leads can be found underneath the Leads Dropdown > Neglected Leads or in the Leads Dashboard.

Once in the lead, you can either add a history note to un-neglect the lead or edit the appointment and move it to a future date.

Sorting and Filtering Neglected Leads

To adjust the information on the Neglected Leads page, right click a gray column header and select one of the options. You can choose to sort the list or add or remove columns in order to organize the data how you would like.

View full article

Any list or report can be exported from Blitz by clicking the Excel icon in the dark blue bar above the list.

This feature is often used to create mailing lists, save reports, or to transfer information into another system for texting, emailing, or other methods of contact.

https://support.office.com/en-us/article/Mail-merge-using-an-Excel-spreadsheet-858c7d7f-5cc0-4ba1-9a7b-0a948fa3d7d3

Only the columnsshown on the page will export. To export more or less information, click "Column Options." This allows you to show or hide columns.

To only export a portion of the list or report, click the three dots and apply filters to each column you want to filter.

Scrubbing

In order to use scrubbing tools outside of Blitz, first follow therefore mentioned steps to exporting contacts from a list.

The best practices are not to keep re-uploading the scrubbed sheet.

Typically only 4-5 names off a list are scrubbed every week. Run the list through the scrubber after and export.

Do no re-import it. Instead, find the names of the scrubbed leads in blitz and update them one at a time.

This will save lots of duplicate work later on.

Mail Merge

In order to begin the mail merge process, a list of leads must be exported to an Excel spreadsheet. To do so, refer to the following steps:

- Go to Leads and click onAll Leads By Folder.

-Select the Folder in which you want to create the mailing list

-Click on the button in theblack bar

-The Excel application will open on your computer with a spreadsheet of the leads you exported-This following link will provide step by step instructions on how to complete the mail merge process in Microsoft Word: