Ryan (ryan@themedialab.agency)
2024-02-22 14:19:59

@Korbin Can you help them on this, I'm not in LV office to help.

Brittany Henderson (https://themedialaboratory.slack.com/team/U0679HSE82K)
<p>Hello Ryan, @deleted-U06JMNZ6HQE and I are having a difficult time trying to lower the volume of incoming calls while we are currently on a call.</p>
Slack Conversation
👍 Korbin
Ryan (ryan@themedialab.agency)
2024-02-22 15:21:11

@Korbin Can you go see about Softphone (in CTM only) and how the Volume works for them? If you do not have the answer for her on the spot, observe the issue, go to CTM on your own and look up solution, then go back with ideas to test.

Brittany Henderson (https://themedialaboratory.slack.com/team/U0679HSE82K)
<p>I'm back</p>
Slack Conversation
Korbin (korbin@brandlytics.io)
2024-02-22 15:21:41

*Thread Reply:* @Ryan, I'm in the process right now

Korbin (korbin@brandlytics.io)
2024-02-22 16:15:55

@Ryan FYI @Adrienne Hester & @Andy Rogers

We have 2 options-

1.) We can remove the call waiting tone (see attached below)

2.) We can change the caller wait time to send the caller to VM faster therefore, reducing the caller tone (see attached below)

image.png
image.png
✅ Adrienne Hester
Ryan (ryan@themedialab.agency)
2024-02-22 16:52:17

@Korbin, how does that change their Softphone volume? Confused

Korbin (korbin@brandlytics.io)
2024-02-22 16:55:09

@Ryan, @Adrienne Hester and I discussed with the Crump team both solutions and they wanted the callers to go to VM faster if all agents are busy in calls. I set the wait time to 5 seconds.

Ryan (ryan@themedialab.agency)
2024-02-22 16:56:38

Got it. Sounds good. Ty.

✅ Korbin
Korbin (korbin@brandlytics.io)
2024-02-22 16:57:23

*Thread Reply:* You're welcome

Korbin (korbin@brandlytics.io)
2024-02-23 16:18:04

Hello @Adrienne Hester,

Earlier Brittany Hester from the Crump team approached me because her "hold" button was not working within her CTM profile while she was on a call.

I had reached out to CTM support for a solution to the problem. I had Michael of CTM test through both Desiree and Brittany's accounts and found that those buttons are working. (Ticket: 240203504)

Michael had gone on to notify me that if the internet service is weak or unstable that the push for those "hold commands" might not register. Desiree told me that this was an ongoing issue for the Crump team and that they all occasionally experience the issue from time to time.

Please let Desiree know about the cause of the issue and that CTM support had tested through both Desiree and Brittany's accounts. If this is a problem that persists in the future then we will have to implement a dedicated IP for the Crump team.

Thank you!

FYI @Ryan & @Andy Rogers

Ryan (ryan@themedialab.agency)
2024-02-23 17:01:18

@Andy Rogers , this should be brought to Tony and Cameron’s attention so we can have the local LV network guys look to give them their own WIFI, or Network and WIFI, etc.

Adrienne Hester (adrienne@brandlytics.io)
2024-02-23 17:06:30

Thank you for the update. FYI, it's Brittany Henderson.

Korbin (korbin@brandlytics.io)
2024-02-29 15:18:32

@Adrienne Hester & @Ryan,

I am sending the first email in the series of five emails for the Flatirons email Automation. I included in the email the same font and layout as the Flatirons Law Group main icon on their homepage. Please let me know if the footer info needs to be changed to Flatirons instead of DiCello.

Thank you.

Ryan (ryan@themedialab.agency)
2024-02-29 15:31:27

@Korbin, thank you. @Adrienne Hester and @Andy Rogers, to add to this. I'm trying to get Abe on the phone to confirm if he wants these sent from

  1. "Medical Records Ordered" event or
  2. "Medical Records Received" event The key here is that TIP on about 35% of the case types manages the "Medical Record Order Event" and we have good data in LawRuler. The "Medical Record Received" when not TIP handling the "Medical Records Ordered" event, is all done by the handling firms which for Flatirons is Dicello, ACTS and BG. See from Brittany below.

What this means is that Abe's request is MUCH more complex based on needing source-email-list of certain case file status and medical records conditions from 4 source-software-platforms, potentially is a pretty tough job to do manually but more than a few times. So once I "map this out and learn how the process works", then we can architect the solution, and give @Andy Rogers and chance to sell in, manage expectations and timelines for "Flatirons Client Patience Reminders Email Campaigns".

From Brittany (Bold is what @Korbin and I are actively working on, self served from LawRuler).

TIP / LawRuler - the list we have with the questions for Abe above. Paraquat 12 - DL - Flatirons - Shield Legal - Dicello handles, currently ordering med records CPAP - DL - Flatirons - Shield Legal - Dicello handles, currently ordering med records Firefighting Foam - DL - Flatirons - Shield Legal - Dicello handles, currently ordering med records

Dicello Camp Lejeune EO - DL - Flatirons - Shield Legal - Dicello handles, NOT currently ordering med records Hair Relaxer - DL - Flatirons - Shield Legal - Dicello handles, NOT currently ordering med records

BG Illinois Juv Hall Abuse - DL - Flatirons - Shield Legal - BG handles, not ordering med records from TIP MD Juv Hall Abuse - DL - Flatirons - Shield Legal - BG handles, not ordering med records from TIP Michigan Juv Hall Abuse - DL - Flatirons - Shield Legal - Shield Legal - BG handles, not ordering med records from TIP

ACTS CA Juv Hall Abuse - DL - Flatirons - Shield Legal - ACTS handles, not ordering med records from TIP

Ryan (ryan@themedialab.agency)
2024-03-08 15:33:16

*Thread Reply:* @Adrienne Hester @Andy Rogers, we are using a field where it is filled out by Damon's team called "Medical Records Ordered" for these, we'll have the final workflow and list ready to go after one more round of testing the new workflow on Monday.

Ryan (ryan@themedialab.agency)
2024-03-08 15:33:25

*Thread Reply:* FYI @Korbin ☝️:skintone4:

👍 Korbin
Adrienne Hester (adrienne@brandlytics.io)
2024-02-29 16:01:54

@Korbin @Ryan Desiree just mentioned that the hold feature on CTM isn't working for her entire team.

Korbin (korbin@brandlytics.io)
2024-02-29 16:02:48

@Adrienne Hester, the BCL team will need their own dedicated IP. The office internet cannot handle the bandwidth.

Adrienne Hester (adrienne@brandlytics.io)
2024-02-29 16:08:02

@Korbin understood. Thank you for explaining IP.

👍 Korbin
😎 Ryan
🙏 Korbin
Ryan (ryan@themedialab.agency)
2024-02-29 17:42:54

Agreed 💯

Ryan (ryan@themedialab.agency)
2024-03-01 13:42:56

@Korbin , @Andy Rogers is traveling but will work on confirmation of the event and data sources from various litigation firms to know. Again we have only rhe data from TIP team medical records “ordered” confirmation reliably in LawRuler, the key part of the question of all case types and go to all data sources to get them? And if so, then this is a Mike or JP or Dwight OOO to get done faster to get list from 4 sources (tip/bg/acts/dl) @Andy Rogers Cause that will be something we can manage for the initial emails but not ongoing. (Integration that sends all four lists into a single format and SharpSpring via their API.)

👍 Korbin
Ryan (ryan@themedialab.agency)
2024-03-01 13:53:16

@Korbin , what’s status and time to draft completion on workflow, action group from an internal test list?

Ryan (ryan@themedialab.agency)
2024-03-01 14:40:25

*Thread Reply:* @Korbin ??

Korbin (korbin@brandlytics.io)
2024-03-01 14:58:09

*Thread Reply:* I was working on it today until the BCL emergency. I can have it fully tested over the weekend. I just that test list to upload for the automation to fire.

The emails that will be going out are the hair relaxer emails. I haven’t received confirmation on edits for the very first “thank you” email.

@Ryan

Ryan (ryan@themedialab.agency)
2024-03-01 15:28:55

*Thread Reply:* That’s fine, just ensure after test it’s deactivated so it doesn’t fire on anything else by accident.

👍 Korbin
Korbin (korbin@brandlytics.io)
2024-03-12 15:04:30

@Ryan FYI @Adrienne Hester

I have sent over the first email in the Flatirons action group. @Adrienne Hester received the first couple rough drafts and suggested the color brand logos work best for visibility along with the body of the email.

@Ryan, please let me know if you approve and I can continue forward.

Ryan (ryan@themedialab.agency)
2024-03-12 15:29:29

I approve, just make sure footer has correct year and company names.

Korbin (korbin@brandlytics.io)
2024-03-12 15:55:32

@Adrienne Hester FYI @Ryan

2nd email for validation incoming. (Flatirons)

Korbin (korbin@brandlytics.io)
2024-03-12 17:51:13

@Ryan, I'm sending you the "Flatirons - DiCello Levitt - Two Weeks Update On Your Case" email for approval. @Adrienne Hester says it's good to go.

✅ Adrienne Hester
Ryan (ryan@themedialab.agency)
2024-03-12 17:57:04

@Korbin, approved by me but trust Adrienne more, I am not the ELA expert.

👍 Korbin
✅ Korbin
Korbin (korbin@brandlytics.io)
2024-03-12 18:07:20

@Adrienne Hester FYI @Ryan

The next email coming to your inbox will be going out 5x over a total 19 week period. You should be receiving the email shortly.

✅ Adrienne Hester, Ryan
👏:skin_tone_4: Ryan
Korbin (korbin@brandlytics.io)
2024-03-12 19:30:49

@Adrienne Hester FYI @Ryan

Revisions and layout have been updated. Email should be arriving shortly.

Ryan (ryan@themedialab.agency)
2024-03-12 19:45:45

Got it

👍 Korbin
Korbin (korbin@brandlytics.io)
2024-03-13 13:25:07

@Adrienne Hester FYI @Ryan

The last email in the Flatirons Action Group automation is coming out for your approval.

✅ Adrienne Hester, Ryan
Ryan (ryan@themedialab.agency)
2024-03-13 13:47:12

Looks good to me

🙏 Korbin
Adrienne Hester (adrienne@brandlytics.io)
2024-03-13 14:01:21

I have edits @Korbin

👍 Korbin
Korbin (korbin@brandlytics.io)
2024-03-13 15:00:30

@Adrienne Hester, I will be sending you the reformatted and revised version shortly.

👍:skin_tone_4: Adrienne Hester
🙏:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-03-13 18:34:11

@Korbin, got all 9, one needs subject updated, its an incomplete sentence.

image.png
🙏 Korbin
Korbin (korbin@brandlytics.io)
2024-03-13 18:38:15

*Thread Reply:* @Ryan, I thought that subject line was by design. I pulled it from the Hair Relaxer Action Group. Makes people want to click to learn more.

Ryan (ryan@themedialab.agency)
2024-03-13 18:39:57

*Thread Reply:* Looks like it is missing the custom field to me @Korbin

👍 Korbin
Korbin (korbin@brandlytics.io)
2024-03-13 18:57:27

*Thread Reply:* @Ryan,

I updated the subject line and sent it to you. Please let me know if it is good to go.

Ryan (ryan@themedialab.agency)
2024-03-13 19:18:35

*Thread Reply:* Can we make it match the other ones @Korbin in the image above, thank you.

👍 Korbin
Korbin (korbin@brandlytics.io)
2024-03-13 19:21:01

*Thread Reply:* @Ryan, I sent you the updated version with the subject line matching the others. Let me know if that's what you want.

Ryan (ryan@themedialab.agency)
2024-03-13 19:28:49

*Thread Reply:* Yes, thanks. So where are we on the contact being removed if status doesn’t match?

Korbin (korbin@brandlytics.io)
2024-03-13 19:30:01

*Thread Reply:* Are you looking to see if SS removes the lead and "excludes" during list upload? @Ryan

Ryan (ryan@themedialab.agency)
2024-03-13 19:40:16

*Thread Reply:* Yes, if your subsequent uploads with a changed status remove them from the action group emails.

Korbin (korbin@brandlytics.io)
2024-03-13 20:25:43

*Thread Reply:* @Ryan, in 6 minutes I will know if the changed status opts me out. Stand by

👏:skin_tone_4: Ryan
Korbin (korbin@brandlytics.io)
2024-03-13 20:35:26

*Thread Reply:* @Ryan,

Didn't work. Software is broken. Need to talk to support.

image.png
Ryan (ryan@themedialab.agency)
2024-03-13 20:54:43

*Thread Reply:* Ok

Adrienne Hester (adrienne@brandlytics.io)
2024-03-14 14:45:24

@Korbin FLS login —elena@focusedlitigationsolutions.com password Focused2024! Elena will need advanced notice when you are logging in so she can log out and available to send the code to you. FYI @Ryan

Ryan (ryan@themedialab.agency)
2024-03-14 14:45:43

Thanks @Adrienne Hester !

Adrienne Hester (adrienne@brandlytics.io)
2024-03-18 11:36:59

@Korbin, starting today, please email Elena directly and cc @Ryan to request access to SurveyMonkey. Should you have any issues, please let me know. Thank you. FYI @Andy Rogers

✅ Korbin
Korbin (korbin@brandlytics.io)
2024-05-30 11:04:31

@Adrienne Hester,

Can you please order < https://www.amazon.com/NTMY-Aluminum-Ventilated-Lightweight-Ergonomic/dp/B0CJ56RXF8/ref=sr118sspa?crid=3OSU8WTP40Y3G&dib=eyJ2IjoiMSJ9.TR6EXkX0uf4O8YQxRjoMjjlMfcAFJyNKD6thE-My-J6UTdhP1DqzgTsKLYd9wDtFVJsmzDh57kzsxD9ew6PAtUa0wlSKz7O0BOk-j8QGyGIwBnw58UYzV7FQaI-q66vFKQqK7slKVVNUiANjlihNRWqlf-yIgM02AxOfxzMoPqxOHQdSUEvewn6fsGtxbXml46i61J-cz1SWEB592VS8CWYi1S27Ly-EN54.TV4LmpVhkHk2a4DF3sFJkaSIY0Mjv2nikLrtsWMc56g&dibtag=se&keywords=laptop%2Bstand&qid=1717085014&sprefix=laptop%2Bstand%2Caps%2C123&sr=8-18-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGZfbmV4dA&th=1|this > for my desk?

Thank you!

amazon.com
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Adrienne Hester (adrienne@brandlytics.io)
2024-05-30 11:05:51

@Ryan with your approval 👆:skintone4:

Ryan (ryan@themedialab.agency)
2024-05-30 11:06:10

Approved!

👍:skin_tone_4: Adrienne Hester
🙏 Korbin
Korbin (korbin@brandlytics.io)
2024-05-30 11:06:31

Thank you @Ryan @Adrienne Hester

✅ Adrienne Hester