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Multichannel Frequently Asked Questions (F.A.Q's)
Multichannel Frequently Asked Questions (F.A.Q's)
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

General Questions

  1. What is the purpose of the multichannel feature?

    • The multichannel feature allows users to create and manage tasks across various communication channels, such as LinkedIn, calling, and custom tasks, within a single sequence to enhance outreach and engagement.

  2. What types of tasks can be created in the multichannel feature?

    • Users can create tasks for LinkedIn (Connection Request, Message, InMail, View Profile, Post Interaction), calling tasks, and custom manual tasks.

  3. How do I create a LinkedIn task in a sequence?

    • In the sequence's Steps tab, click the "Add Step" button, select "LinkedIn" from the dropdown menu, and fill in the required fields in the task creation popup.

LinkedIn Tasks

  1. What are the five types of LinkedIn tasks available?

    • The four types of LinkedIn tasks are Connection Request, Message, InMail, Post Interaction, and View Profile.

  2. How can I add a task note for LinkedIn tasks?

    • When creating a LinkedIn task, there is an option to add a task note in the task creation popup. This note can include relevant information and context about the task.

  3. What is the character limit for task notes in LinkedIn tasks?

    • The character limit for task notes in LinkedIn tasks is 3000 characters.

  4. Can I use merge tags in task notes?

    • Yes, you can use merge tags in task notes to dynamically include the prospect’s information such as First Name, Last Name, and Company and many more.

  5. Is there a language restriction for task notes?

    • No, there is no language restriction for task notes. Users can type notes in any language they prefer.

  6. How do I edit a task note after a sequence has started?

    • You can edit the task note from the sequence's Steps section. Changes will apply to tasks scheduled from that point onwards.

  7. What happens to task notes when edited after the sequence starts?

    • Only the tasks scheduled after the note is edited will have the updated note. Tasks already scheduled will retain the original note.

InMail Variants

  1. How do I add multiple InMail variants in a LinkedIn task?

    • After creating a LinkedIn InMail task, you will see an option to add multiple InMail variants in the task creation form. You can create up to 26 different InMail variants.

  2. Can I edit the task note for each InMail variant?

    • Yes, each InMail variant can have its own task note. The original task note will be pre-filled, and you can edit it for each variant.

  3. How do I toggle InMail variants on or off?

    • In the sequence's Steps tab, each InMail variant will have a toggle option to enable or disable its inclusion in the task distribution among prospects.

  4. Can I delete InMail variants?

    • Yes, you can delete InMail variants. However, at least one variant must always be active. Deleting a variant will remove it from the sequence step UI and the task distribution.

  5. What happens if I delete the base InMail variant?

    • If the base InMail variant is deleted, the next variant in line will become the new base variant and will be renamed accordingly.

Task Scheduling

  1. How are tasks scheduled in a sequence?

    • Tasks are scheduled based on the step's due date specified in the sequence's Steps tab. Manual tasks like LinkedIn and calling tasks will show a tentative scheduling date.

  2. Can I change the due date of a step?

    • Yes, you can change the due date of a step. The system will update the tentative date of task execution accordingly.

  3. What happens if a prospect finishes before a scheduled task?

    • If a prospect finishes (unsubscribes, email bounces, replies, or is marked finished manually) before a scheduled task, the system will abort the pending tasks for that prospect.

  4. Can I see the step type for each step in the sequence?

    • Yes, each step in the sequence's Steps tab is labeled with its respective step type, such as "Email," "LinkedIn Task," " "Calling Task," or "Custom Task."

  5. How are steps grouped in the sequence?

    • Steps are grouped based on their due dates. If multiple steps share the same due date, they will be grouped together under that date.

Custom Manual Tasks

  1. What is a custom manual task?

    • A custom manual task is a user-defined task that allows you to create personalized steps not covered by the predefined task types (LinkedIn, calling).

  2. How do I create a custom manual task?

    • In the sequence's Steps tab, click the "Add Step" button, select "Custom Task" from the menu, and fill in the required fields in the task creation popup.

  3. Can I add a note to a custom manual task?

    • Yes, you can add a task note to a custom manual task. This note can include instructions or relevant information about the task.

  4. What are the fields required for creating a custom manual task?

    • When creating a custom manual task, you need to provide a task title, priority, assignee, and task note.

  5. Can I edit a custom manual task after it is created?

    • Yes, you can edit the content of a custom manual task. Changes will apply to tasks scheduled from that point onwards.

Calling Tasks

  1. How do I create a calling task in a sequence?

    • In the sequence's Steps tab, click the "Add Step" button, select "Calling Task" from the menu, and fill in the required fields in the task creation popup.

  2. What information do I need to provide for a calling task?

    • You need to provide the purpose of the call, priority, assignee, and task note for a calling task.

  3. Can I add a script or notes for the call?

    • Yes, you can add a task note that can include a script or relevant information for the call.

  4. Can I edit a calling task after it is created?

    • Yes, you can edit the content of a calling task. Changes will apply to tasks scheduled from that point onwards.

  5. How are calling tasks tracked in the system?

    • Calling tasks are tracked in the sequence's Steps tab and are reflected in the master tasks tab for easy management and execution.

Step Variants

  1. What are step variants?

    • Step variants are different versions of a task within a step, allowing you to test and see which variant performs better.

  2. How many variants can I create for a single step?

    • You can create up to 26 different variants for a single step.

  3. How do I create step variants?

    • In the task creation popup, you will see an option to add variants. Each variant will have its own input fields for content.

  4. Can I toggle step variants on or off?

    • Yes, each variant has a toggle option to enable or disable its inclusion in the task distribution among prospects.

  5. Can I delete step variants?

    • Yes, you can delete step variants, but at least one variant must always be active.

  6. Which channels can I use to create a step variant?

    • You can use Email and Linkedin to create step variants

Task Management

  1. How do I view all tasks for a sequence?

    • You can view all tasks for a sequence in the master tasks tab, which lists tasks by their due date and type.

  2. Can I edit tasks after they are created?

    • Yes, you can edit tasks after they are created. Changes will apply to scheduled tasks from that point onwards. For already created tasks; there are two ways you can edit them:

      1. Snoozing them

      2. Updating the note within the task

  3. What happens if a task is not executed on its due date?

    • If a task is not executed on its due date, it will remain in the master tasks tab as an overdue task until it is completed or skipped.

  4. How do I skip a task?

    • You can skip a task from the master tasks tab by marking it as skipped. Skipped tasks are moved to the 'Skipped' sub-tab for reference.

  5. Can I reschedule tasks?

    • Yes, tasks can be rescheduled by editing their due date in the sequence's Steps tab.

Task Notes

  1. What is the purpose of task notes?

    • Task notes provide additional context and instructions for tasks, helping users execute them more effectively.

  2. Can I use emojis in task notes?

    • Yes, you can use emojis in task notes to add visual elements and emphasis.

  3. Are there any restrictions on the content of task notes?

    • Task notes can include text, numbers, special characters, URLs, and emojis. There is no language restriction.

  4. How do I add a task note to an existing task?

    • You can add or edit task notes by accessing the task in the sequence's Steps tab and updating the note field.

  5. Can I copy and paste text into task notes?

    • Yes, you can copy and paste text into task notes. The system supports all standard paste operations.

Advanced Features

  1. What is the manual reply tracking mechanism?

    • The manual reply tracking mechanism ensures that tasks are not executed for prospects who have replied to previous steps, preventing redundant follow-ups.

  2. How does the manual reply tracking work?

    • If a prospect replies to an email step, subsequent tasks are checked before execution. If a reply is detected, the task is aborted to avoid unnecessary follow-up.

  3. Can I turn off the manual reply tracking?

    • Yes, you can turn off the manual reply tracking in the sequence settings. This will allow tasks to continue even if a prospect has replied.

  4. What is the purpose of the 'Skipped' sub-tab in the Tasks tab?

    • The 'Skipped' sub-tab provides a view of all tasks that have been marked as skipped, helping users track and manage skipped tasks.

  5. How are skipped tasks displayed?

    • Skipped tasks are displayed in chronological order, showing the most recently skipped tasks first. Each entry includes relevant information such as prospect name, task type, and skipped date.

Sequence Management

  1. How do I activate a sequence?

    • Once all steps are configured, you can activate the sequence by clicking the "Activate" button in the sequence overview page.

  2. What happens when a sequence is paused?

    • When a sequence is paused, all pending tasks are put on hold and disappear from the master tasks tab. Completed tasks remain visible.

  3. How do I resume a paused sequence?

    • To resume a paused sequence, click the "Resume" button in the sequence overview page. Pending tasks will be reactivated and visible in the master tasks tab.

  4. Can I delete a sequence?

    • Yes, you can delete a sequence. All tasks associated with the sequence will be deleted and removed from the master tasks tab.

  5. What happens to completed tasks when a sequence is deleted?

    • Completed tasks are also deleted and will no longer be visible in the master tasks tab when the sequence is deleted.

Task Execution

  1. How do I execute a manual task?

    • Manual tasks can be executed from the master tasks tab by following the instructions provided in the task note.

  2. What should I do if a task fails to execute?

    • If a task fails to execute, review the error message provided, make necessary corrections, and retry the task. You can also contact support for assistance.

  3. Can I track the status of tasks?

    • Yes, the status of tasks (Pending, Skipped, Completed) can be tracked in the master tasks tab and the respective sub-tabs.

  4. How do I mark a task as completed?

    • To mark a task as completed, execute the task as per the instructions and then update its status in the master tasks tab.

  5. Can I abort a task manually?

    • Yes, you can manually abort a task by marking it as skipped or deleting it from the master tasks tab.

Task Integration

  1. How do I integrate LinkedIn tasks with other tools?

    • LinkedIn tasks can be integrated with other tools using webhooks and APIs provided by Saleshandy.

  2. How do I use webhooks to trigger tasks?

    • Webhooks can be configured to trigger tasks based on specific events or actions, such as clicks or replies.

User Permissions

  1. How do I manage user permissions for tasks?

    • User permissions can be managed in the account settings, where you can assign roles and access levels to different users.

  2. Can I restrict access to certain tasks?

    • Yes, access to specific tasks can be restricted based on user roles and permissions set in the account settings.

  3. How do I assign tasks to different users?

    • Tasks can be assigned to different users in the task creation form.

  4. Can I track who executed a task?

    • No, you cannot track who has executed the task.

  5. What happens if a user leaves the organization?

    • If a user leaves the organization, their tasks cannot be reassigned to another user.

Notifications

  1. How do I set up notifications for tasks?

    • Notifications can be set up in the account settings, where you can choose to receive alerts for task due dates, completions, and other events.(Coming Soon)

  2. Can I receive email notifications for tasks?

    • Yes, you can configure email notifications to be sent for task-related events such as due dates and completions.(Coming Soon)

  3. How do I customize notification preferences?

    • Notification preferences can be customized in the account settings, allowing you to choose which events trigger notifications and the preferred notification method. (Coming Soon)

  4. Can I receive in-app notifications for tasks?

    • Yes, in-app notifications can be enabled to alert you about task-related events within the Saleshandy application. (Coming Soon)

  5. How do I manage notification settings for a sequence?

    • Notification settings for a sequence can be managed in the sequence settings, where you can enable or disable notifications for specific steps and events. (Coming Soon)

Data Security

  1. Can I control who has access to task data?

    • Yes, access to task data can be controlled through user roles and permissions set in the account settings.

  2. What measures are in place to protect data privacy?

    • Saleshandy implements various measures to protect data privacy, including encryption, access controls, and compliance with data protection regulations.

  3. Can I delete task data permanently?

    • Yes, task data can be deleted permanently from the system by deleting the tasks and sequences they are associated with.

Troubleshooting

  1. What should I do if a task is not created as expected?

    • Verify the task creation settings and inputs. If the issue persists, contact support for assistance.

  2. How do I resolve issues with task execution?

    • Review the error messages and task settings. If necessary, retry the task or contact support for help.

  3. What if a task note is not displaying correctly?

    • Ensure that the task note is within the character limit and uses supported characters. Contact support if the issue persists.

  4. How do I troubleshoot notification issues?

    • Check the notification settings and ensure that the correct events are selected. Verify email and in-app notification settings.

  5. Can I get help with task integrations?

    • Yes, support is available to assist with task integrations and any related issues.

Best Practices

  1. What are the best practices for creating LinkedIn tasks?

    • Personalize your messages, use merge tags, and keep the content concise. Ensure that task notes provide clear instructions.

  2. What should I include in calling task notes?

    • Include a script, purpose of the call, and any relevant information that can help the caller execute the task effectively.

  3. How do I effectively use step variants?

    • Create multiple variants to test different messages, track their performance, and use the insights to optimize your outreach.

  4. What are the best practices for managing sequences?

    • Regularly review and update sequences, monitor task performance, and adjust steps based on engagement and results.

User Stories

  1. Can you provide an example of using LinkedIn tasks in a sequence?

    • A user can create a sequence with LinkedIn Connection Request, Message, and InMail tasks to engage prospects on LinkedIn.

  2. What is the benefit of calling tasks in sequences?

    • Calling tasks provide a direct and personal touchpoint with prospects, allowing for real-time communication and relationship building.

  3. How do custom manual tasks provide flexibility?

    • Custom manual tasks allow users to create personalized steps that cater to specific needs and workflows not covered by predefined task types.

  4. Can you share a success story of using multichannel sequences? - A sales team used a combination of LinkedIn, WhatsApp, and calling tasks in their sequence, resulting in a 40% increase in prospect engagement and conversions.

Feature Requests

  1. How can I request new features for multichannel tasks? - Feature requests can be submitted through the support portal or by contacting the Saleshandy team directly.

  2. Can I suggest improvements for existing features? - Yes, suggestions for improvements can be submitted through the feedback option in the application or by contacting support.

  3. What is the process for implementing feature requests? - Feature requests are reviewed by the development team and prioritized based on feasibility, impact, and user demand.

  4. Can I participate in beta testing for new features? - Yes, users can sign up for beta testing programs to try out new features and provide feedback before their official release.

Training and Resources

  1. Are there tutorials for using the multichannel feature? - Yes, tutorials and guides are available in the help center and can be accessed through the Saleshandy website.

  2. Can I get personalized training for my team? - Yes, personalized training sessions can be arranged by contacting the Saleshandy support team.

  3. What resources are available for learning best practices? - Resources such as blog articles, webinars, and case studies are available to help users learn best practices for using the multichannel feature.

  4. How do I access the help center? - The help center can be accessed from the Saleshandy website or through the application by clicking on the help icon.

Reporting and Analytics (Coming Soon)

  1. How do I generate reports for task performance? - Reports can be generated from the analytics section in the Saleshandy application, providing insights into task performance and engagement. (Coming Soon)

  2. Can I customize reports for my specific needs? - Yes, reports can be customized by selecting specific metrics and timeframes to suit your needs. (Coming Soon)

  3. What metrics are available for task performance? - Metrics such as task completion rates, response rates, and engagement levels are available for analyzing task performance. (Coming Soon)

  4. How do I track the performance of step variants? - Performance of step variants can be tracked in the sequence analytics, showing how each variant is performing compared to others. (Coming Soon)

  5. Can I export analytics data? - Yes, analytics data can be exported in CSV format for further analysis and reporting. (Coming Soon)

Technical Support

  1. How do I contact technical support? - Technical support can be contacted through the support portal, email, or phone. Contact details are available on the Saleshandy website.

  2. What is the response time for support requests? - Response times may vary, but the support team aims to respond to all requests within 24 hours.

  3. How do I escalate an issue? - Issues can be escalated by requesting priority support through the support portal or by contacting the support team directly.

  4. Is there a knowledge base for self-help? - Yes, a comprehensive knowledge base is available with articles and guides to help users troubleshoot common issues.

System Requirements

  1. What are the system requirements for using Saleshandy? - Saleshandy is a web-based application and can be accessed through any modern web browser. No additional software is required.

  2. Are there any browser recommendations? - It is recommended to use the latest version of Chrome, Firefox, or Edge for the best experience.

  3. Can I use Saleshandy on mobile devices? - Yes, Saleshandy is mobile-friendly and can be accessed through mobile browsers.

  4. Is there a desktop application for Saleshandy? - Saleshandy is primarily a web-based application, but desktop notifications can be enabled for real-time alerts.

  5. Do I need any plugins or extensions to use Saleshandy? - No, Saleshandy does not require any additional plugins or extensions to function.

Account Management

  1. How do I create a Saleshandy account? - Accounts can be created by signing up on the Saleshandy website and following the registration process.

  2. Can I have multiple users on a single account? - Yes, multiple users can be added to a single account with appropriate roles and permissions.

  3. How do I manage user roles and permissions? - User roles and permissions can be managed in the account settings, where you can assign different access levels to users.

  4. Can I upgrade my account? - Yes, account upgrades can be done from the billing section in the account settings.

  5. How do I cancel my subscription? - Subscriptions can be canceled from the billing section in the account settings. Contact support for assistance with cancellations.

Customization

  1. Can I customize the appearance of my Saleshandy dashboard? - No, the appearance of the Saleshandy dashboard cannot be customized through the settings menu. (Coming Soon)

  2. How do I set up custom fields for tasks? - Custom fields can be set up in the task creation form, allowing you to add specific fields that meet your needs.

  3. Can I create templates for recurring tasks? - Yes, templates can be created for recurring tasks to streamline the task creation process. (Coming Soon)

  4. How do I configure notifications for specific events? - Notifications can be configured in the account settings, allowing you to select specific events that trigger notifications. (Coming Soon)

  5. Can I integrate Saleshandy with other tools? - Yes, Saleshandy offers integrations with various tools and services through APIs and webhooks.

Billing and Payments

  1. How do I view my billing history? - Billing history can be viewed in the billing section of the account settings.

  2. Can I change my payment method? - Yes, payment methods can be updated in the billing section of the account settings.

  3. How do I download invoices? - Invoices can be downloaded from the billing section of the account settings.

  4. What payment methods are accepted? - Saleshandy accepts various payment methods, including credit cards and online payment gateways.

  5. Can I get a refund? - Refund policies are outlined in the terms of service. Contact support for refund requests.

Compliance and Security

  1. Is Saleshandy GDPR compliant? - Yes, Saleshandy is GDPR compliant and takes data protection seriously.

  2. How is user data protected? - User data is protected using encryption, access controls, and regular security audits.

  3. Can I request data deletion? - Yes, users can request data deletion by contacting support. Data will be permanently deleted as per GDPR guidelines.

  4. What security measures are in place for data storage? - Data is stored in secure servers with encryption and access controls to prevent unauthorized access.

  5. How can I report a security issue? - Security issues can be reported to the support team through the support portal or by email.

Miscellaneous

  1. Can I import contacts from other tools? - Yes, contacts can be imported from other tools using the import feature in the account settings.

  2. How do I export contacts? - Contacts can be exported in CSV format from the account settings.

  3. Can I customize email templates? - Yes, email templates can be customized in the template section of the application.

  4. How do I set up automated follow-ups? - Automated follow-ups can be set up in the sequence settings, where you can configure rules for sending follow-up emails.

  5. What support options are available? - Saleshandy offers various support options, including email support, phone support, and a comprehensive help center with articles and guides.

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