Mass Convert Leads in Salesforce using Standard Reports
High level set up of RETextweb and Paradigm mobile-rev0
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Main Design Elements
Retextweb customer front end
Cakephp
MySQL Database
Email engine (1and1)
Admin (Cakephp)
OpenMarket SMS Gateway
XML/php
URL is www.retextweb.com/gateway
Out of Scope
Billing (which includes Invoicing, Payment, etc.)
2. Overall high level concept
RETextweb
Website
Paradigmmobile
Website
Foolproof
Website
All web sites share same back end
developed in Cakephp on a LAMP server
w/mySQL
SMS information sent via XML to openmarket through
gateway.php
Prime NY Mobile
Website
This is what we
Need Anton
3. Accounts, Users and Groups
Account
•email not authenticated as being a valid email account
•account is read by all websites (it means that you can’t use the same email
for each website. It will tell you an account already exits for paradigmmobile if
you used that email for RETextweb).
•Is were the security for the web sites is handled
Users
•Has a valid account
•Can be assigned to different group (to get different permissions)
•Can be owned by another user (parent user)
•Can be assigned to a company code
Groups
•Creates permissions for the web site
•Users must belong to a group (they are defaulted to PM user or RE User
groups)
•Can be changed by user admin if part of a group that has permissions
4. Site Management and Content
Admin, Biz Admin, and User Screens
•Three main pages for tasks in vendor sites
•Admin which allows the management of the vendor site
•Biz Admin which provides a between admin and user level to allow
assignments of users to companies and certain admin level approvals
for listings
•User which has basic tasks for the web sites
Content
•Limited CMS for each Vendor
•Can create and edit certain nodes and content but limited by development
team
Vendors
•Has it own URL
•Own content and web pages
•Own groups, permissions and accounts
•Cannot see other vendors
5. Listings
On Demand
•Keyword is sent to the system
•System responds back with response
•No status or separate tracking of request done
•Keyword is assigned (RETextweb) and can be chosen or assigned for
Paradigmmobile
Opt In Campaign
•Keyword is chosen by the User and validated by the system
•Group permissions determine who can send out to handset distribution list
•How it works
•Key word is sent to system
•System responds with welcome message/confirmation
•Handset mobile number sends back confirmation and is added to ‘list’
of mobile numbers to send messages to for a keyword
•Handset can opt out at any time by texting stop +keyword
•System flags that entry as opted out status but does not remove them
from system
Listing Types
•Used to define the fields, titles, number of messages and type of SMS
campaign (opt in or on demand) will be used
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Main Elements Customer Elements
Log In existing account
Create
Account
Look Up
Object Contact Info
Why
Retextweb
(static)
Note: No add banners or pop ups: We are selling a service not advertising services
Main Landing Page
Create
Account page
Why
Retextweb
(static) page
Search Result
page Contact page
Manage existing
records
Create new
record
Create new
Record page
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Main Admin Elements
Log In
Suspend
Account
Note payment
Invoice
report
MT/MO usage
report by
record/account
Verify new record
Approval Page
Suspend
Account page
Note payment
page
Invoice
report
MT/MO usage
report by
record/account
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Main Page Layout/Concept
Log In existing account
Allows existing users to log in
Create Account
Explains what an account does and does not
and provide link to create an account to get
started
Look Up Object
Provides a simple search to look up a record by number
Contact Info
Link to contact info
Why ReTextweb?
Static section that provides brief explanation of
service and benefits with link to more detailed
information on another page
Note: No add banners or pop ups: We are selling a service not advertising services
Title/Logo
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Create Account Page Layout/Concept
Log in ID
Password
Re-Type Password
First Name
Last Name
Role (Seller, Real Estae Agent, Broker,
etc)
Cell Phone Number
Email address
Phone Number
Street Address
Apt/Suit
City
State
Zip
Alternate Contact Name
Alternate Contact Number
Alternate email address
Contact Info
Link to contact info
Note: No add banners or pop ups: We are selling a service not advertising services
Title/Logo-Account Creation
Click to accept terms and conditions
Will have three (I think) specific elements for them to click on to accept
above and beyond the normal click to accept that no one reads.
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Log in Customer Elements
Create new record
Link to new record
creation process
Existing Record Info
Link to existing record page
Contact Info
Link to contact info
Welcome banner
Welcomes users back to the
web site
Title/Logo
Create new record click
to accept
Saying you are
authorized agent to sell
or rent and that you
understand lying is a bad
thing and these are the
consequences
Create new record (what
type of record do you want
to create?)
Phase 1 (Proto Type):
•Residential Property
Phase 2 (Production)
•Residential Auction
•Boats
•Residential Rentals
Phase 3 (Future TBD)
•Commercial
Pulls up report active
record report
Report can be modified by
status, and date range .
Can search for one
record.
Report shows usage as
total and monthly and
other details liked
payment status, etc). Can
go to edit record page to
edit customer changeable
info
Edit record page
Allows customers to
update data elements.
Once they have made
changes they are
redirected into
verification process
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Log in Customer Elements –Page 2
Payment Options
•Paypal (independent of
account)
•Invoice
•Deferred (Residential
Real Estate only)
From -Create new
record click to accept
Deferred will allow a customer to
Create a record and pay for
it in 4 months or when the record
Is sold and we are paid out of the
escrow accountFinish Screen
•Outlines next steps for getting the record
activated and what will happen and in what
timeframe and who to contact if that does
not happen
Link back to
Account
page
Log out and
return to main
customer page
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Admin Elements
Billing/Account
Management
Usage Reports Record AdminNew record verification
and processing
Title/Logo
Report showing all record
requests
Allows admin to:
• select a record request,
assign ‘text record’ number.
•Non system verify account
info
•System verify account in
good standing
•Send confirmation text and
email to customer
Billing/Account
Management
•Allows Admin to update
billing status for
individual records
•Allows Admin to
change/update account
information for
customers
Generates reports by
time, State, and account
Used to track usage and
verify billing accuracy
Allows Admin to
change records
•This can also be
used to update
‘Admin Only’
fields on records
that can suspend
a record.
•Admin can
update ‘auto
response’ text
messages or
‘standard field’
text.
Access to the static web pages is required
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
User Log In Process Flow– Page 1
User/
Customer
System
Database
SMS
Gateway
Admin
Start
User types in
desired login name
System
checks
to see
if name
in use
Creates account
record with desired
login
Generates message
that desired name
already in use
Note: I am hoping this is a
standard building block we can use
in the development environment or
re-use code from another place
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Data Model Tables with fields
ResidentalSH
•ResidentalSHID
•Agent
•Agentphnum
•STnumber
•STName
•City
•State
•Askingprice
•Apasof
•Sqft
•Bedrmcnt
•Bathcnt
•Lotsize
•Nextopen
•Lstremodel
•Link/mlsnum
•AgentID
•Status
•Status Date
TextTable
•TextSTID
•ResidentalSHID
•Agent
•Agentphnum
•STnumber
•STName
•City
•Askingprice
•Apasof
•Sqft
•Bedrmcnt
•Bathcnt
•Lotsize
•Nextopen
•Lstremodel
•Link/mlsnum
•STDmsgtxt
•Dtstamp
•Status
Cell
Phones
SMS
Gateway
UseCount
•TextSTID
•ResidentalSHID
•DTstamp
ORtxtnumb
•ORtxtnumbID
•Status
•ResidentialSHI
Dassto
•DTassto
WAtxtnumb
•WAtxtnumbID
•Status
•ResidentialSHIDa
ssto
•DTassto
Customer
•CustomerID
•Status
Stdmsg
•StdmsgID
•msgtext
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Main Elements – Public Facing Elements
Log In existing account
Request
Account
Contact
Info
Paradigm
Mobile – Info,
News, etc.
Note: No add banners or pop ups: Service site only
Main Landing Page
Account
Request page
About
Paradigm
Mobile
(static) page
Manage Mobile
Offers
Add User
Mobile Offer
submittal/request
Paradigm
Mobile
Demo
Note: Main purpose is not web presence.
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Main Admin Elements
Log In
Suspend
Account
Note payment
MT/MO usage
report by
record/account
Approve/Create
Mobile Offer
Approval Page
Suspend
Account page
Note payment
page
MT/MO usage
report by
record/account
Approve/Create
Customer
Account
Approval Page
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Main Design Elements
Paradigm Mobile Web site
Database
Email engine
Admin
OpenMarket SMS Gateway
Out of Scope
Billing (which includes Invoicing, Payment, etc.)
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Main Page Layout/Concept
Log In existing account
Allows existing users to log in
Request Account
Explains how the service works and what the
process is for requesting an account
Contact Info
Link to contact info
Paradigm Mobile – News/Info
Static section that provides brief news/info blurbs
and links to full story/article/etc.
TitleLogo
Note: No add banners or pop ups: Service site only
Paradigm Mobile
Example
Graphic picture showing an example of an Ad
with the ‘Text : PMDEMO’ to 27922’
Note: Did not include pricing and/or services.
Confirm Plan is on covering those in account request
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
Request Account Page Layout/Concept
Request for account
This is for them to provide a
contact information so you
can follow up with them on
the opportunity. Includes info
like:
Business:
Interested in :
Some check boxes
Name
Email
Cell phone
Phones
Etc.
Contact Info
Link to contact info
Title/Logo-Account Creation
Explanation of How Paradigm Mobile business
Note: No add banners or pop ups: Service site only
Logo
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
End User Account Management Page Layout/Concept
Account Administration
Used to adding or revoking access to by an End User Admin for their account.
If the person is an Admin this section will show up with a list of current users
that have access. It will also have button to add a user or remove a user. If the
person in not an admin this section will not appear and the End User
Dashboard will fill up this space
Contact Info
Link to contact info
Title/Logo-End User Account Management Page
End User Dashboard
This includes a table showing current mobile offers by keyword (in the future by sub keyword), expiration date,
number of offers sent, status, a button to change/edit or create a new offer.
My vision is this will be one offer per line showing the highlights with a link that allows you end user to request a
change to an existing offer or create a new offer with or without a new keyword.
Note: No add banners or pop ups: Service site only
Logo
Usage info by
Month
Link to a usage
report that is broken
down by MT/MO
usage by month by
keyword
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Design Inc. Do not change or distribute this presentation or part of this presentation without express written consent of Otthill Solution Design Inc.
PM Account Management Page Layout/Concept
Account Creation
Links to account creation page to begin creation of new End User Account
Account Look Up
Search for account
by Company
Name, Keyword, or
Book
Title/Logo-PM Account Management
PM Account Dashboard
This includes a table showing current items requiring Admin action. This could include
approval of new offer; account flagged for non payment or other issue(s); accounts
exceeding monthly message allotment; Keyword assignment request
Note: No add banners or pop ups: Service site only
Logo
Report Link
Link to reports that
can be generated
for PM Admins