Matches
These fields must be blank when reopening a match
What are Closed Reason, Paused, No Session Lined up Reason (Mentor/Student), Not Great Gameplan (Mentor/Student)?
The different ways a participant can create a case
What are via smsbot response, by leaving a voicemail, by emailing support, through the support page?
The status of someone under 18
What is "Disqualified" with disqualified reason "under 18"?
The first 3 steps to using TD in the morning
What is turn on Talkdesk, exit out or unplug your headphones, make a test call?
Closing a match will trigger the following status change, even if you've already updated it
What is student will be put into "Completed Sign up" status? ---> HOWEVER: We're adding a verify status that both participants will automatically be put in.
The kickoff smsbot is sent on this date and time
What is one hour following their kickoff call time?
After 4 points of contact and you finally get through to the person, you must reach out to them this many more times.
What are 4 points of contact from the last time they were responsive?
Information on a contact from Old SF can be found here.
Where is the bottom of the contact page in the description section?
My call didn't log properly. It can be found
Where is under Talkdesk Activities in the Related List Quick Links?
The following case types generate auto emails when created
What are, "end of pause date tomorrow", Match stuck in kickoff scheduled for too long, match didn't speak yet/no next session lined up. Requested assistance?
You received a "close match/new partner" case. Once on the phone with them, it turns out they've worked through their difference and will continue learning together. Do this to ensure they'll remain in the followup flow
What is make sure the 'No Session Lined up Reason (Mentor/Student)' and 'Not Great Gameplan (Mentor/Student)' fields are blank, then log feedback or clear the 'Date "Next Session Lined up" Changed' field, save, and resave with it filled with today's date and the 'Next Follow-up SMSbot Due' date set for 4-6 weeks from now?
Make sure to do this when transferring someone a case
What is message them on slack?
The way to unsubscribe from email
What is go to "Massmailer Suppression List" and select new?
Our Israeli phone number
What is 052-321-7997?
Rebecca will reach out to participants in this status, at this time.
What is "incomplete" and an hour after being put in that status. **unless they have an open case?
Match says they didn't reply to the followup because thought it was annoying but are happily learning together weekly. Do this to make sure they don't get lost in the system.
What is log feedback with next session lined up, make sure there's a date filled in for the next followup?
Participant opened 4 cases. I should _____ before dealing with it.
What is close 3 of them and make sure any additional information from those closed three is logged on the open case?
Where one should look when trying to get the complete picture of a participant
Where is the communications feed, TD activities, Case history, Contact details?
How to send a completed phone call for someone else to listen to properlly
The new "automatch feature" will be checked off at this point.
When are a student pushing "find me a partner" from their settings page, the sign up form, we push real run, or they're rejected by all mentors?