Platform Overview

Platform Overview

Welcome to YOUR Application Platform!


The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers.
 
A company logo is displayed at the top left. This logo also appears at the login portal.
 
The first and last name of the logged-in user is displayed at the top left beneath the company logo. The user's first and last name initials are also displayed as an icon next to the user’s name. The user's role appears below their name.
 
Certain actions and items require admin access. For more information, review our user roles and permissions article.
 
The left sidebar navigation menu changes based on the user's role and the company or companies selected. Filter data by selecting a company from the drop-down located at the top of the navigation menu. If a user is associated with one company, the Company drop-down will not appear.
 
The platform version is displayed at the bottom of the navigation menu. To ensure you are always on the most recent version, we recommend logging out and performing a hard refresh before logging back in.

Login credentials are provided upon account creation by the Account Manager, Client Services, or Customer Success team. Permissions are required to complete certain actions within the dashboard and are determined by the user’s role. For more information regarding user roles and permissions, see this page.
 
 
Company Logo
The company logo is displayed in the top left corner of the dashboard. 
 
User/Role
Directly below the company logo in the top left corner of the dashboard is the name and role of the user currently logged into the dashboard. A user’s name and role can be modified in the Users tab. 
 
Company Name
The name of the company or agency which is currently being viewed is displayed beneath the user name and role in the top left of the dashboard above the side menu.
 
Navigation Menu
Also referred to as the side menu, tabs allow the user to open, interact with, and modify certain elements of the account. These may include company settings, app details, and email templates among many others. 
 
Users
Login credentials and roles can be created, modified, exported, and deleted from the Users tab. For more information on Users, see this article.
 
Companies
Clicking the Companies tab reveals a drop-down menu that includes any company or client that has been associated with the agency or the user that is currently logged in. To make modifications to or access reporting for a company or client dashboard, select the company from this drop-down menu. Note that the company name above the tabs or side menu changes to indicate that the user is currently modifying details specific to the company selected. The side menu also changes to reveal new company-specific tabs. 
 
If you are assigned to multiple companies, the Companies tab will appear above the Leads tab.

Leads
Leads can be viewed in either a calendar or list view. By default, the Leads Calendar is displayed after logging into the dashboard. To change this view, click on the Leads tab then choose either the Calendar or List view. 
In both views, a color-coded legend is displayed in the middle of the main window to help distinguish through which app a customer or prospect became a lead.
Filters are also available in the form of drop-down menus to allow data to be filtered based on the information needed to be reviewed. 
In Leads Calendar view, the user has the ability to move forward and backward through the calendar. The Calendar can also be viewed in monthly, weekly, or daily views.
In Leads List view, the user can use the date filter to view a specific time period. Leads can also be exported to a .csv (comma-separated value) file for reporting purposes.
 
Messages
View and reply to SMS text message conversations between customers and the company. For more information, view the article about messages and message management.
 
Apps
Access and manage the apps that have been enabled for a company. The ability to create and modify apps is dependent on the role and permissions of the user. For more information about each app, see the associated knowledge base article. 
 
Behaviors & Styles
Make aesthetic changes to apps including which apps appear on desktop and mobile browsers, the order in which they appear, the widget skin, color theme, animation, and position on the website.
 
Clarity
View Widget Sessions, Lead Metrics, and Conversion Rates all in one spot. Gain valuable insights, such as sessions per UTM category and source, where new leads come from, and how many leads were generated. 
 
Company
In the Settings section, users can set company details, such as addresses, logos, email addresses, website notification banners, and assign users to a company.
App-specific schedules can be created in the Schedules section to set availability for appointments or other apps.
Rename integrated calendars to be more easily identified in the Remote Auths section.
Generate API Keys to give 3rd party applications and integration access to your TCC data in the API Keys section.
Never miss a lead with CRM Integration. Simply choose the associated CRM from the CRM Configuration section and input the required variables.
Rent rolls can be uploaded in the MatchBack section to determine which prospects became residents adding more valuable insight to the dashboard.
While predefined questions may be available, company-specific questions can be created in the Questions section to gather even more details from customers that better align with a company’s offerings.
 
Support
Clicking this tab will deliver the user to a support knowledge base where the user can learn more about the dashboard and products or submit a support request.
 
Logout
Click this tab to log out of the dashboard. 
    • Related Articles

    • Platform Overview

      Discover where to manage the different aspects of your partner and client dashboards to create unique user experiences. Login credentials are provided upon account creation by your Account Manager, Implementation Specialist, or through the ...
    • Dashboard

      The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. ​ Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...
    • Customer Information Page

      Be Prepared. Dial-in on customer preferences and must-haves before they step foot in the door. The Lead Details Page includes customer contact information, each customers' unique journey, any claimed offers or scheduled appointments. The Lead Details ...
    • Dashboard Overview

    • Notification Settings

      Never miss a lead! Choose which email addresses receive new lead notifications and select a configured CRM, LMS, or ILM to make managing leads a breeze. Receive Weekly Lead Summary Place a check in this checkbox to receive an aggregated summary of ...