Landing Page Dashboard This section allows System Administrators to create and manage the appearance of Onflo (formerly Let's Talk) access points: Landing Pages, Tabs, and Fabs. Customized landing pages may be created for an entire district, for a specific region or school, or even for a specific event or topic. Each landing page can have...
Embedding Onflo (formerly Let's Talk) Access Points on Your Website System Administrators have the option to email, copy, or download the embed codes of your choice. You may choose the embeddable iFrame code for a Landing Page or any of your Topics. Tip for System Admins: To add the Onflo Landing Page, Tab, or Fab...
Email to Ticket Many of us receive a large number of emails. Unfortunately, email isn’t naturally actionable. It doesn’t help teams define the workflow, and relevant information is often scattered. Onflo (formerly Let’s Talk) tickets, however, are assigned to owners and given priorities, and internal collaboration is supported without confusing the Customer. Email also falls...
Email Your Onflo (formerly Let's Talk) account is capable of capturing both directly delivered and forwarded emails. While all Users will be able to take advantage of forwarding emails, only those you identify as members of the Email Team will have access to emails directly delivered from Customers. Accessing Email Settings On the Settings menu,...
Internal Comments Internal Comments offer the opportunity to collaborate with colleagues — sharing information and setting expectations while simplifying the Customer’s experience. They also are a helpful tool for documenting follow-up that occurs outside of Onflo (formerly Let’s Talk) such as in-person meetings and phone calls. Internal Comments are visible to all team members, but...
If you want to assign a team member as the owner of a Ticket, simply: Click in the Owner field If you are the current owner this will be displayed as "Me". From the dropdown menu that appears, you will see the names of your team members. Select the name of desired new owner from the...
If you want to bring in someone else from your organization to join the Ticket and conversation: Option One - Add them under Team Members Under the Team Members section to the left of the Ticket, click on the Edit Team Members icon to bring up a new window. Type in the name of each colleague...
If your team receives a Ticket that should really be answered by a different team, you can reassign the Ticket to a completely different team by changing the Topic. The owner of that Topic will receive an alert notifying them of the reassignment. The Customer will not receive any notification if a Ticket is assigned...
To share a Ticket with someone who is not a Onflo (formerly Let’s Talk) User: Click on the three dots icon in the top right-hand corner of the Ticket screen, just below the Ticket number. Select Forward, and a pop-up window will appear Enter the relevant email address(es). Multiple addresses should be separated by commas. Enter a...
