Settings for organizations can be adjusted by Organization and Account Admins and affect all groups within the organizations.
All organizational display information can be changed within the organization’s General settings.
Both the organization’s name and its vocabulary can be changed at any time. To change it, click within the text box, change the text, and click the Save button toward the bottom of the settings page.
The vocabulary discussed here will change the display names of your Hustle users’ roles in order to more appropriately address the relationship of your organization to those who are being contacted and those doing the contacting.
The vocabulary set here asks for both the singular and plural forms of each role so they can properly reflect these terms in Group views.
Settings changed in an organization’s Advanced Settings are reflected in every group within an organization.
NOTE: Inbound routing numbers are the exception to the rule. If an inbound routing number is set for both an organization and a group, the group’s inbound routing number is honored.
Do not show popups that interrupt agent workflows prevents web popups from opening up when an agent is using the web interface to Hustle. This has no effect on agents using the mobile app interface.
Allow group administrators to add contacts via CSV upload gives group admins the ability to add a CSV of contacts to a group they have admin rights to access.
Allow group administrators to export group level data gives group admins the ability to export goal, contacts, and messages tables for their group.
Allow group administrators to create tags when importing a list via an integration gives Group Admins the ability to create and assign new tags when importing contacts into Hustle via an integration.
Track phone calls for “Legislative Contact” goal types adds a metric to the Legislative Contact goal type admin dashboard showing how many contacts clicked on an invitation to call their legislator directly from their Hustle conversation.
Inbound Routing Number sets an org-level phone number to route phone calls to if any contact calls the Hustle number that has texted them. This routing number can be overridden by a group-specific inbound routing number, where the group’s set number will be given preference over org.
Feel free to read more about MMS and its ability to enhance a message here: Using MMS in the Hustle workflow.
The MMS Protection Setting allows a privacy mode to be enabled. When this mode is elected, all photos and videos a contact sends in a conversation will be obscured for that agent until they tap the image to view it.
Hours of Operation allow an organizational admin to set a time window in which agents are allowed to text contacts. Be aware that all texts, including conversations and individual replies, are denied from sending within these set hours, without override; the operational hours have a hard cut-off.
Manage organizational admin access by adding an existing group admin from the drop-down, or invite a new organizational admin using the blue button.
The full list of organizational admins can be found here and additional options for each admin can be selected by clicking the ellipsis (...) and then selecting to either promote them as a point of contact to represent an Org to an Account Admin, or else remove them from organizational admin responsibilities and access.
Organizational level Data Export includes exporting information for an entire organization’s efforts. Because of that potentially massive export, export requests can only be made once an hour. When requesting to ‘Start a new export,’ the ability to request it again as well as download new data disappears from view and resets the new request date and time. Once the exports are ready, an organizational or account admin can download the Actions, Messages, and Leads tables for their organization.
The Action table shows all goal-related actions committed to by contacts in response to Hustle texts.
The Messages table shows all messages sent by both agents and contacts, including the contact’s name and phone number, and the agent’s name and phone number.
The Leads table shows a contact’s name, number, phone type, and group membership within the organization.
Additional data is available to Organization and Account Admins via the Performance Overview Report.