Detailed Guide to Advanced Features in Marketingplex CRM

Introduction

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Marketingplex CRM has recently introduced several advanced features that significantly enhance communication efficiency and regulatory compliance. This article provides a step-by-step breakdown of these updates, focusing on tools for managing phone numbers, message tracking, voice intelligence, and SMS compliance.

Phone Numbers Section

1. Usage Summary

The Usage Summary provides an overview of all SMS and call activities associated with your account. It displays:

• Total SMS sent.

• Charges incurred for messages and calls.

• Usage trends to help track performance and costs.

2. Trust Center

The Trust Center centralizes all compliance-related configurations:

• A2P Registration:

  • Register your brand and campaigns to meet carrier compliance requirements for business messaging.

  • Enables compliance with the 10DLC (10-digit long code) standards.

• CNAM Configuration:

  • Set up caller ID for outgoing calls to improve recognition by recipients.

• Shaken/Stir Compliance:

  • Ensures that your calls are authenticated, reducing the likelihood of being marked as spam.

Advanced Settings

1. Number Intelligence

This feature provides tools for managing phone numbers and ensuring communication accuracy:

• Phone Number Validation:

  • Checks the validity of a phone number before sending the first SMS. This helps ensure messages reach active and capable numbers, minimizing undelivered messages.

  • Example: Outgoing SMS validity checks cost $0.005 per message.

• Spam Detection:

  • Automatically flags incoming spam calls to protect your communication channels.

  • Cost: $0.005 per detected spam call.

• Name Lookup for Unknown Callers:

  • Retrieves the name associated with incoming calls from unknown U.S. numbers.

  • Cost: $0.01 per lookup.

2. Voice Intelligence

This feature adds automation and intelligence to call handling:

• Call Transcription:

  • Automatically transcribes inbound and outbound recorded calls for better record-keeping and analysis.

  • Cost: $0.05 per minute for transcription in addition to recording charges.

  • Note: Does not support IVR calls (interactive voice response systems).

• Call Forwarding:

  • Automatically redirects calls to backup numbers when the primary number is unavailable.

• Call Recording Management:

  • Enables auto-deletion of older call recordings to save storage space and maintain an organized database.

SMS Compliance and Message Limits

1. Daily SMS Limits

• Marketingplex CRM enforces a daily SMS limit to prevent account suspension due to overuse or non-compliance. The default limit is 5,000 SMS per day.

• Message Limit Tracking:

  • You can now monitor daily message limits directly from the dashboard.

  • Example: A temporary restriction on November 29 occurred due to a 16% opt-out rate, as shown in the restriction history.

• Increasing the Daily Limit:
  If you need a higher SMS limit, submit a request with the following details:

  • Your account name.

  • The new limit requested.

  • A detailed use case justifying the increase.

  • Note: Increasing the limit may raise the risk of being flagged as spam. Proceed with caution.

2. Restriction History

This section displays the reasons for any restrictions applied to your account, such as:

• High opt-out rates.

• Excessive undelivered messages.

• Examples of temporary restrictions, helping you adjust your campaigns to prevent future issues.

3. Compliance Management

• Add an opt-in form to your website to demonstrate proper lead acquisition methods.

• Include a Terms and Conditions page and a Privacy Policy to ensure full compliance with A2P and 10DLC regulations.

• The dashboard now allows you to manage compliance settings directly, streamlining the process.

Best Practices for Using Marketingplex CRM

To maximize the benefits of these advanced features:

1. Validate Contact Information: Use number intelligence to ensure your messages are sent only to valid, active phone numbers.

2. Monitor Campaign Metrics: Regularly review message limits, opt-out rates, and restriction histories to fine-tune your campaigns.

3. Ensure Compliance: Update your website with opt-in forms, terms, and privacy policies to align with carrier requirements.

4. Utilize Voice Intelligence: Leverage call transcription and forwarding to improve call handling and record-keeping.

5. Optimize Call Recording: Use auto-deletion for old recordings to maintain an efficient and organized database.

Conclusion

The advanced features in Marketingplex CRM are designed to improve efficiency, ensure compliance, and provide greater control over messaging and call handling. By utilizing these tools effectively, businesses can enhance their communication strategies and avoid regulatory pitfalls.

If you have additional questions or need help setting up these features, feel free to contact the Marketingplex support team.