This article will guide you through the steps on how to manage a message that has comes in from an unknown number (number that is not attached to a profile in your ClubReady site). This feature is also available when using your ClubReady Connect mobile app.
This will also review the steps on how to block a number and reinstate it.
1. Access Conversation from the Unknown Number
Navigate to Connect > Conversations > select the message.
2. Create User Profile
On the right panel, you will be able to add:
- First Name
- Last Name
- Email address
Click Save & Sync with ClubReady to update your changes.
PLEASE NOTE:
- Once you save, it will do a one time sync into ClubReady. No other edits made in Connect will sync back to ClubReady --- just first time saved data.
- The data that was inputted will then drop into you ClubReady Site (ie - John Smith, johnsmith@email.com, Prospect/New Lead is how it will transfer into CR)
- If any other changes need to be made to the new user information, it must be done in ClubReady for it to sync back into Connect.
Block a Number & Reinstate It
Navigate to Connect > Conversations > 3dots > Spam & Block logs
Select the 3 dots for the number you wish to block or reinstate.