The ZipWhip Integration is a texting service that allows you to text employees and contacts through single texts or sending texts to a large number of people. Additionally, the text conversations will automatically be documented for the related employee or contact records.
To begin, navigate to the 'administration' area located in the users navigation tree. Alternatively it can be found under all option's located within the same tree.
Once in the administration area, select the external services section and locate the ZipWhip integration. Here users can add credentials with the '+' icon. The type of credentials will be based on your contract with ZipWhip. The most common account types are "per branch" and "per user" .
"Per user" accounts will select 'ServiceRep' and then select the user the credentials are to be assigned to. After that imput the user's ZipWhip credentials in the 'Username' and 'Password' and select 'Save'
After setting these credentials up, Zipwhip will be sent a communication key which will allow Enterprise and ZipWhip to communicate with each other.
*Note- When entering in a username it must be all digits, no parenthesis , dashes, hyphens etc. This may cause issues when trying to log the messages into the database.
Utilizing ZipWhip in Enterprise
Where ZipWhip texts can be sent from:
Employee Record/ Actions Menu
Employee Search Results/Right-Click
Contact record/ Actions Menu:
Contact search/ Right-Click:
Within hotlists, selecting the cell phone icon will also initiate ZipWhip.
Sending a Text
After selecting 'Send Text' From the right click menu, the following will display. Here you can see the intended recipients of the message and you may enter the text in the message box , once done select "Send".
Within Enterprise, a validation of existence of phone numbers as well as formatting of the phone number detects invalid phone number formats or absence of phone numbers. Any phone numbers that have a red symbol will be rejected and not sent to ZipWhip. The following dialog box will display instructing you which employee or contact record(s) are invalid.
*Note- It is recommended to reserve texting to small batches of employees/contacts to ensure messages are correctly processed in ZipWhip.
After sending the text a window will appear to confirm that messages were sent successfully. Select 'continue working' to proceed. From this point the conversation will continue from within the ZipWhip application.
For both Employees and Contacts, the Send Text feature looks through the contact methods and looks for Contact Types using the priority listed below (first phone number found is used):
- Cell Phone
- Office Phone
- Home Phone
Logging ZipWhip Conversations as Messages
After completing the message in ZipWhip the message conversation will be logged as a singular message on the relevant record within Enterprise.
There are two basic configuration's with regards to messages as they are logged in enterprise.
1.) The message action code that the message is logged with as it enters the database.
2.)The amount of time that dictates when a conversation is "batched" and recorded into Enterprise. By default the system is set to 24 hours.
*Note- Please work with a TempWorks representative if you wish to change the default time that passes before a conversation is batched.
ZipWhip has a feature built into it that allows users to preschedule texts. For example : if you wanted to send a text message at 8:00PM the night before for a group of employees starting a new assignment, this can be setup ahead of time in ZipWhip.
*Note- Prescheduled texts can only be setup through ZipWhip, Tempworks does not currently support this portion of the integration.