WildJar is a leading call tracking and analytics platform designed to help businesses optimise their marketing efforts and improve customer service. Effective account management in WildJar is essential for harnessing its full potential. This guide will delve into various aspects of account management, from creating and managing accounts to customising the platform for specific business needs.
Setting up a new account in WildJar is straightforward. Here’s how you can do it:
1. Navigate to the Accounts Section: Log into the WildJar dashboard and go to the "Accounts" section.
2. Create Account: Click on "Create a New Account" and fill in the required details such as account name, contact information, and relevant business details.
3. Save and Configure: After entering the details, save the account. You can then proceed to configure specific settings, such as call tracking numbers and integration options.
Editing account details allows for maintaining up-to-date information:
1. Access Account Settings: In the "Accounts" section, select the account you wish to edit.
2. Update Information: Modify the necessary fields like contact information, business details, and preferences.
3. Save Changes: Ensure all updates are saved to reflect the changes.
Managing the account structure efficiently helps in organising various sub-accounts and clients:
1. Sub-Clients and Users: You can add sub-clients under your main account. This is particularly useful for agencies managing multiple clients.
2. Hierarchy Setup: Define the hierarchy and user roles to streamline operations. Assign administrators, managers, and users based on their responsibilities.
3. Markup Pricing: Set markup pricing for each sub-client to manage billing and revenue.
To fully utilise WildJar, invite your team members and clients:
1. Send Invitations: In the "Users" section, click on "Invite Users" and enter their email addresses.
2. Assign Roles: Assign appropriate roles (e.g., Admin, User, Viewer) based on their responsibilities.
3. Accept Invitations: Invited users will receive an email with instructions to accept the invitation and set up their profiles.
Users can customise their preferences for a personalised experience:
1. User Settings: Each user can access their settings to update preferences such as notification settings, language preferences, and dashboard layout.
2. Save Preferences: Ensure changes are saved to update the user experience.
Managing user access is crucial for security and operational efficiency:
1. Access Control: Admins can grant or revoke access to different users from the "Users" section.
2. Remove Users: If a user no longer needs access, they can be removed to maintain security and data integrity.
WildJar offers a Web Phone feature for seamless communication:
1. Activate Web Phone: In the user settings, enable the Web Phone for users who need to make and receive calls directly from the dashboard.
2. Configure Settings: Adjust settings such as call recording, call forwarding, and caller ID.
Managing passwords is essential for security:
1. Resetting Passwords: Users can reset their passwords if forgotten via the "Forgot Password" link on the login page.
2. Changing Passwords: Users can also change their passwords from the account settings for enhanced security.
Understanding your usage is key for effective billing:
1. Usage Breakdown: Check the "Monthly Summary" for a detailed breakdown of your call tracking usage, including the number of calls, durations, and costs.
2. Analyse Data: Use this data to optimise your call tracking strategy and budget.
Keeping billing information up-to-date is critical:
1. Access Billing Settings: In the "Billing" section, update your credit card information.
2. Save Changes: Ensure the new information is saved to avoid interruptions in service.
For agencies and large organisations, white labelling can provide a seamless brand experience:
1. Brand Customisation: Customise the WildJar dashboard with your company’s branding elements, such as logos, colour schemes, and domain.
2. Client-Specific Branding: Apply different branding for each sub-client to maintain a consistent brand identity.
To maintain call quality and reduce spam:
1. Block Callers: Use the "Block Callers" feature to add numbers that are known to be spam or unwanted.
2. Manage List: Regularly update the blocked numbers list to keep it current.
Effective account management in WildJar involves a combination of meticulous setup, regular updates, and customisation to meet specific business needs. By following the guidelines outlined in this blog, users can maximise the potential of WildJar to enhance their marketing efforts and improve overall customer service.
For detailed instructions and additional support, visit the WildJar Support Centre.
