Org Settings
Table of Contents
Who has access to Org Settings?
Where are Org Notification Settings located?
What Settings are Configurable in Org Settings?
How to Save Changes to Org Settings
Introduction
Org Settings are an excellent way for System Admins to configure the communication experience that your organization delivers to your customers!
Who has Access to Org Settings?
Users with System Admin permissions.
If you do not have the System Admin role, you can reach out to your Customer Success Manager or send an email to support@himarley.com.
Where are Org Notification Settings Located?
Click Settings in the Sitewide navigation bar.
What Settings are Configurable in Org Settings?
Inactivity Auto Reply
The Inactivity Auto Reply will be sent in the event that an inactive operator receives a message but has not set up their Auto Replies in their Profile.
System Message Prefix
The System Message Prefix precedes any text message that is sent automatically, such as the opt-In welcome message.
NOTE: If the editable field is left blank, "Marley" will appear in the System Message prefix in the web app. However, this prefix will not be sent to end users.
User Message Prefix
The User Message Prefix precedes any text messages that are sent or scheduled by an operator.
Company Hierarchy / Brands
To know more about Brands and Company Hierarchy within Hi Marley, please follow this link.
Opt-In Messages
With this setting, you are able to configure the Welcome Flow or Opt-In Messages for Claim or General Case Types on cases where you're working with a customer who have or have not Opted-In to a Case via Hi Marley.
Below you will see the Preview for your Opt-In Message. Simply click the "Edit" button to make edits to this Opt-In Message.
This will pop-out the edit screen and allow you to customize your Opt-In Message for both Assigned and Unassigned Cases.
There are three fields available for you to customize:
Opt-In Request - this is the first text that goes out to your customer on a newly created Case where that specific customer has yet to Opt-In. You will see Legal Messaging that cannot be edited in order to comply with TCPA guidelines
Opt-In Confirmation - this is the message that is sent following a "Yes" from your customer. We recommend introducing the assignee here for cases that are created with a Primary Operator assigned. You will also have access to edit the message sent on cases that are created Unassigned to any user.
Optional Follow-Up - this is a third message you can either toggle on/off should you want a third message to be included in your Welcome Flow. If toggled off, your customer will only receive one message following the "Yes".
Save Messages will turn bold indicating that you can save your changes. Click Cancel to cancel any changes.
You may configure the welcome flow of users who have opted into texting through Hi Marley in the past, by modifying the Customer Already Opted In message settings.
How to Save Changes to Org Settings
Click the "Save Org Settings" button in the bottom right of the Org Settings page to save any