SalesMail WelcomeHome Integration
There are two ways WelcomeHome users can send emails with SalesMail videos and have it documented as an activity in WelcomeHome.
Using the SalesMail Desktop portal (https://portal.mysalesmail.com):
- Create an email draft (one-on-one or bulk) in WelcomeHome.
- When you are ready to paste a SalesMail into that email draft, log into the SalesMail Desktop Portal using the same credentials you use for the SalesMail mobile app.
- Go to 'My Results' (or 'Team Results') and click the green mail icon to the right of the video you want to share. This will bring you to the Share page.
- Click the 'Share via CRM' button to copy your SalesMail video and then paste into the email draft in WelcomeHome.
Using the SalesMail mobile app:
You can use the SalesMail WelcomeHome integration CRM button at the bottom of your SalesMail mobile app to search for a prospects/influencer in WelcomeHome, send them a new or Favorite SalesMail video with their email/phone number automatically populated in the email or text, and enjoy the time-saving convenience of having a completed activity automatically written back into WelcomeHome.
- Click the CRM icon at the bottom of your SalesMail app.
- Search* for the full name of an influencer or prospect and choose one from the results
- Select a favorite SalesMail, record a new video, or select an associated influencer to send a video to.
- When you share via text or email, the phone number or email address will be prepopulated with that of your selected prospect or influencer.
-
An activity
will be written into WelcomeHome to document your SalesMail video
outreach. Example below:
*Searching for an influencer or prospect requires you to search for the person's full name, spelled exactly as it is in WelcomeHome. WelcomeHome does not allow for partial searches, first name or last name searches, or wildcards.
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