Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Integrations: VONK
How does this integration work? When someone fills out your VONK form, they will be instantly created as a lead in Bonzo. Upon creation, you can route them to a specific campaign or pipeline stag...
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Campaigns: Day Based vs. Date Based
When engaging your audience through campaigns, it's essential to distinguish between Day-based and Date-based campaigns. Understanding this difference helps establish the right campaign length and ...
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Pipelines: Templates
Pipeline Templates give you a structured starting point for organizing and tracking your contacts through the sales process. Instead of building stages from scratch, you can select a premade templa...
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People: Tagging, Filtering, Creating Custom Lists
Tagging Bonzo tags are labels you can attach to your contact records. They act like keywords, letting you categorize and group similar data points. Contacts in your People tab can have multiple tag...
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Code Protected Files
Bonzo’s code-protected files feature lets you securely share sensitive documents with your contacts through our encrypted network, avoiding the risks of sending attachments back and forth through v...
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MMI: Data Enhancements
When integrating MMI with Bonzo, you gain access to intelligent data that empowers you to make informed decisions about realtors and prospects. This enhanced data is seamlessly integrated into vari...
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ChatBot - AI Trainer
ChatBot, Bonzo's AI Trainer, allows you and your team to practice and refine your sales tactics by interacting with an AI-powered trainer directly within Bonzo. This tool simulates real-life conver...
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Tokens: Team Limits
Top-level users (Admin or Team Lead) have the ability to manage and control the token usage of individual users. In your "Teams" tab you can establish specific token limits for each user, ensuring ...
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Arive: Field Mapping & Default Pipeline Stages
ARIVE Display Field ARIVE Field ID Bonzo Display Field Bonzo Field ID ARIVE Display Loan Id ariveLoanId N/A loan_id Lead Source leadSource Lead Source lead_source ...
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Communication Settings: Domain Authentication
Domain authentication is essential for ensuring that your marketing emails reach your audience’s inboxes and not their spam folders. By setting up a custom marketing domain, you can significantly i...