Enabling Amplify - Setting up Amplify for the first time

Article Overview

When Amplify is first enabled on your SalesRabbit account, you will need to run through the initial setup wizard to access its full functionality. This video and article will assist you in navigating to the setup wizard.

TIP: These steps require admin or owner permissions within the SalesRabbit platform.

Part 1: Access the Amplify Configuration Wizard

If you are attempting to access Amplify for the very first time, you will first need to go through the Initial configuration.

• From the Web App, click the "Integrations" dropdown -> "Marketplace".

• Click "Add-Ons".

• Click the "Amplify" Card.

• Click the "Configuration" tab.

• Click "Enable".

• Run through the setup wizard all the way through.
• Note: If you are attempting to access Amplify for the very first time, you will first need to go through this Initial configuration. If you do not click "Finish" at the end of the wizard, your configuration/changes will not be complete or saved. It is safe to configure Amplify with the default settings.

Part 2: Reporting Group, Org, & Users

This part will walk through the editable details of the Reporting Group,Org, & Users page of the Amplify Configuration Wizard.

Amplify supports a Parent/Child relationship with records and reporting. In Amplify, the parent is called a "Department", and the child (which is the primary reporting group) is called "Team". You can choose to use only the primary reporting group (Team) or also include the parent reporting group (Department).

• Reporting Group, Org, & Users page.

• Define your Amplify user reporting structure.
  • Allows for Amplify to use a 2nd level of user reporting groups.

• Apply SalesRabbit Organization Structure to Amplify.
  • Checking this box allows Amplify to reflect your SalesRabbit org structure for Teams and Departments you have already specified in your SalesRabbit Org Chart.

• Disable Inactive/Missing Users.
  • Checking this box allows Amplify users to match a user's active/inactive status from SalesRabbit. 

• Click "Next".

Part 3: Organization Structure Setup

This part will walk through the editable details of the Organization Structure Setup page of the Amplify Configuration Wizard. If you choose to apply your SalesRabbit organization structure to Amplify, this page will appear and allow you to configure which features to enable or disable.

• Organization Structure Setup Page.

• Apply SalesRabbit Team Names.
  • When selected, all Amplify team names will match the SalesRabbit primary reporting group.
• User Team Access.
• Use SR's Org for Amplify Team Assignment.
  • Selecting this option will automatically sync all user's assigned teams in Amplify.
  • Deselecting this option will leave team assignment as a manual process. Users will still be added to Amplify, but added to a "default" team or remain on their existing assigned team in Amplify.

• Click "Next".

Part 4: Events to Track

This part will walk through the editable details of the Events to Track page of the Amplify Configuration Wizard.

• Events to Track Page.

• • Proximity Indicator
    • Checking this option will create a report column in Amplify listing the dispositioner's proximity to the lead at the time of disposition.

• • Events
    • Amplify provides a variety of event types to track as activity types. Select the activity types you want to track by checking the corresponding checkboxes.
    • Event Types include: Lead Status, Resulting Status, Lead Stage, and Resulting Stage.

• • Status List
    • By default, all SalesRabbit statuses will be sent to Amplify.
    • To send only specific statuses your business cares to track, check the box and create a list of "approved" statuses to track Amplify.

• • API Events
    • Typically, only events dispositioned by a user are tracked in Amplify, and all API events are filtered out.
    • If you want to see both User & API events recorded in Amplify, select this option.
    • Note: API events are not available for Resulting Status or Resulting Stage events. Only Lead Status and Lead Stage events are eligible.

• Click "Next".

Part 5: Similar Events & Custom Fields

This part will walk through the editable details of the Similar Events & Custom fields page of the Amplify Configuration Wizard.

• Similar Events & Custom Fields page.

• Select when to record events in Amplify:
  • Note: This setting should be updated with caution.
  • Select how you'd like to record events in Amplify.
    • Once per unique status per lead per hour.
    • Once per unique status per lead indefinitely.
    • All status dispositions.

• Manage Lead Activity Fields.
  • Enable custom fields on the lead activity types (Lead Status and Lead Stage) in Amplify.
    • If selected a new page will appear after this one.

• Click "Next"

Part 6: Historical Data Update

This part will show the details to run a historical back sync in Amplify. To run a historical back sync, you'll need to contact the SalesRabbit Support Team.

• Historical Data Update Page.

• Currently, all Amplify Historical Syncs are managed by our SalesRabbit Team. Please reach out to Support or your CSM if you believe you have a valid reason for needing a historical back sync.
• Click "Finish" to complete the configuration or save changes.

Pro Tips

• All of the pre-selected Options in the configuration wizard are the Recommended Settings
• You can always click "reconfigure" on the wizard to review or change settings at a later time.
• You must click finish on the wizard before you can access your Amplify section, so be sure to complete the wizard.

Now that you've configured Amplify, it's time to set up your Dashboard Widgets and Metrics.