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  2. Account Settings

Manage Account tab

Manage Account tab Tutorial Video

Navigate to the Account Settings page and select the Manage Account tab towards the top. 

Disposition Tags

You can create disposition tags so you can assign them to your leads later as well as trigger automated actions by attaching them to disposition tags. 

Disposition tags will be key for you to assign to your leads in order to keep your account better organized and applying labels. You will be able to filter for leads assigned disposition tags and even filter by excluding leads assigned disposition tags in numerous areas within Ringy. 

You likely have synced account settings, and already have disposition tags you can use. In the Disposition Tags section on the left hand side, scroll down to view current disposition tags. 

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On the far left is the tag name to label a lead with, and the far right is the automated action name, which will trigger immediately once the lead has been assigned the tag. You will also find 2 blocks in between the tag name and action name. The block on the left is the background color the lead will populate in once dispositioned. This allows you to color code your leads and visually filter for them moving forward. The block on the right is what the font color would update to. You can edit the tag name, and the background colors by clicking the purple pen beside the disposition tag. 

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When creating your own disposition tags, enter in the tag name, select a background and font color if you wish, and if you would like an action to trigger, select it from the automated actions drop down menu in order for the action to trigger immediately after dispositioning the lead. We have highlighted where to select the automated action for your reference: 

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Automated Actions

On the right hand side of the page is where you can create and edit Automated Actions. As shown above, you can trigger these actions by attaching them to disposition tags. Simply select with the available checkboxes what actions you want to trigger when dispositioning the lead. If you scroll down, you can find the current automated actions already on your account. You would need to reference the current disposition tags to see when these actions are triggering and then edit or delete any automated actions as needed. 

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Call Scripts

You can create call scripts and access them during calls made or received in Ringy. You will have access to Call Scripts if you added on the Ringy Power Dialer or just specifically Call Scripts in the my Subscription section of the Billing page. For more information on Call Scripts, click here.

Call Webhooks

This allows you to send a post request to a custom webhook upon the completion of an inbound or outbound call. The body of the post request will contain the call duration and your Ringy email address.

Text Webhooks

This will send a post request to a custom webhook upon sending or receiving a text message. The body of the post request will contain your Ringy email address as well as the number of text messages that were sent or received.

Blocked Phone Numbers

Input phone numbers here so calls and texts from these phone numbers are blocked from contacting you specifically. Blocking a lead only prevents outbound communication, so this may be necessary to prevent them from also reaching out to you any further.

 

Voicemail Box Recording

You can record your voicemail box directly on Ringy. You cannot upload audio files. This is the voicemail box when you miss a leads call and you have chosen to accept calls in Ringy, forwarded to the mobile app, and once set up you will also have the option to send all calls to voicemail. When forwarding calls to a phone, the lead will get that phone number voicemail box and you leave a message on that phone directly. If a lead does leave you a voicemail, you can listen to it by clicking the phone icon at the top right of your account. On the mobile app, you will find the same icon at the bottom right of your screen. Screen Shot 2022-07-05 at 1.08.46 PM Then click the Voicemails tab to listen to any voicemails your leads have left you. 

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Voicemail Drop

You can record multiple different voicemail drops in this section to leave for your leads. You will need to name each voicemail drop recording before being allowed to save it. Once you are dialing leads on Ringy, you will find the Leave Voicemail button towards the bottom of our dialer. 

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Once selected, a banner will appear in the middle of your page for you to then choose which voicemail drop you would like to leave for the lead. Please note, you will need to wait for the beep. As soon as you click Leave Voicemail on this banner, the call will end. 

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