Focus: The focus of this public FAQ/Self help guide is to provide an overview and details about using Cliently Instant Actions.
What is a Cliently Instant Action?: An instant action is a simple and easy way to communicate with your existing Leads/Contacts in Cliently. With Instant Actions, you can send an Email, Video Message, Postcard, Handwritten Note, Gift or setup a Task reminder in Cliently. When the Instant Action is processed, it will be included in your Leads/Contacts individual timeline.
What steps can I do to make sure the Email and Video Messages emails are sent and delivered?
Sending an email or video message requires a valid email address.
How can I make sure a Postcard, Handwritten note or Gift card is processed?
Before creating your Instant Actions make sure you have enough credits. Cost of Credits for each Instant Action below:
Postcards - Credit Cost: 1 Credit for USA-United States Address, OR 2 Credits outside of the United States.
Handwritten Note - Credit Cost: 5 Credits for each handwritten note to send. We do not ship outside United States for HW Notes.
Gift cards - Credit cost: 8 credits per gift card PLUS value of gift card
How can I make sure a Postcard, Handwritten note or Gift card is delivered?
Sending a postcard, note or gift card requires a valid mailing address.
Before creating your Instant Actions for Postcards, Handwritten Note and Gifts, double check the physical address found on the contact record and sure there is a valid: First Name, Last Name, Street Address, City, State, Postal Code and Country.
Review instant Actions on Global Timeline and Contact Timeline
Once the you have “Sent” an instant action to your lead/contact, your notification of the Instant Action will show up on your Global Timeline and in the individual contact card timeline. These events will show Email sent, opened and replied.
Where can I Find Instant Actions
Open any of your contact/lead records in Cliently, scroll down and you will see a button called “Instant Action”.
Choose an Action:
Email Instant Action
Choose "Email" from the instant actions icons
Customize the Email to be sent
Fill out the Subject and body of the message
Use the CC/BCC field to add additional email address to be copied on this email (use commas to separate email addresses)
Use the editor to accent your message by using BOLD, Italics, underline, etc
Click the blue “Send” button when you're ready to send your email
If you are using “Hyperlinks” in the body of your message, please be sure to include the http:// or https:// as part of the web address. Example: https://www.cliently.com
Video Message Instant Action
Our second Instant Action, we can create an email with Video capture from our web camera or upload a file. to send out to the Lead/Contact.
Step 4-A: Fill out and personalize the Video Message to be sent. Next, we have selected the Video Message action, now it’s time to customize it. Fill out the Subject and the body of the message. You can use the CC/BCC field to add additional email address to be carbon copied to this video message. You can use commas to separate email addresses. Please note: you can use the editor found in the body of the message, to include BOLD, Italics, underline of your text, etc…
Pro-Tip: If you are creating “Hyperlinks” in the body of the messages, please be sure to include the http:// as part of the web address. Example: http://www.cliently.com
Step 4-B: Recording a video. Now, we have added a subject and body of the message, we can now record a video, using our webcam and internet browser. Click on Record Video.
Step 4-C: Allow access to Webcam (if necessary). Depending on the model of camera and which web browser you use, you might have to allow “access” for Cliently to see and use the Webcam. Click “Allow” to let Cliently access your webcam.
Step 4-D: Ready to record. You should now see the web camera operational and be able to see yourself. Prepare yourself and when ready, click on “Record”. Once completed, click on the stop button. Cliently will process this capture video and add it to the message. Please note: Depending on the length of the video, it might take up to 30 seconds. Please allow the video to process.
Step 4-E: Uploading a video. Cliently also provides options for you to upload your own video. Please note: Videos longer than 2 minutes will be truncated for only for 2 minutes.
Step 4-F: Completed and ready to send If you are ready to send the Video Message, Click the blue Button “Send”.
Step 4-G: Review instant Actions on Contact timeline Instant Action will show up on your individual contact card timeline. These events will show Video Message sent, opened, Video Clicked and Video played.
Handwritten Note Instant Action
We can create a handwritten note to be delivered to your Lead/Contact.
Please note: Handwritten notes require Cliently Credits
Personalized Message. First, type in the personalized message you want to be included in the Personalized Note. You can have up to 300 characters and spaces for your message.
Add a return address: Please fill this out all the fields for the section.
Step 5-B: Completed and ready to send If you are ready to send the Gift, Click the blue Send button.
What happens next? Your Handwritten Note will be processed by a Cliently Team member, once completed you will be reduced the 5 credits. If they are any problems with the amount of Credits you have in your account, Cliently will contact you!
Postcard Instant Action
We can create a custom postcard to be delivered to your Lead/Contact.
Please note: Postcard uses Cliently Credits
Step 6-A: Customize the Postcard. Next, we have selected the Postcard action, now it’s time to customize it.
Step 6-B: Front Image. First, we need to add a front image. You can drag & drop an image, Click the blue button “Click to upload image” OR you can select an image from one of 35+ Cliently’s free images. In this example, we will upload a customized image. Please note: For the front image, we recommend the picture be (1875px wide by 1275px height).
Step 6-C: Back Image. Next, click on “Back” and now we can add back image. Just like we did for the front image: You can click the blue button “Click to upload image” OR you can select an image from one of Cliently’s free images. For the back image, we recommend the picture be (1875px wide by 390px height). Please note: You can also click on the “Up Arrow” to remove the image option. In this example, we will upload a customized image.
Step 6-D: Text (message) on the postcard and Return Address Finally, you can add a personalized Message “Type Message here”. For Return Address – You can also click on “Add return Address” to be included on the postcard. Once done, click the blue button “Save”. Please note: for the section “Type Message here”, you can only have 11 lines of text.
Step 6-E: Completed and ready to send If you are ready to send the Postcard, Click the blue Button “Send”.
Task Instant Action
Here you can choose between, LinkedIn, Phone Call and Other [To-do] tasks.
Using Instant Actions Tasks, is a great way for you to setup reminders of events that need to be completed.
Step 7-A: Completing the task, once the Instant Actions task has been processed, you can review the task to be completed by accessing the contact card and clicking on “Tasks” button on the right side.
Gift Card Instant Action
We can create a Gift card along with a handwritten note to be delivered to your Lead/Contact.
Please note: Gift cards require Cliently Credits
Step 8-A: Select Gift Card. Choose the gift Card from the list provided.
Step 8-B: Setup the Gifting Action. Next you will need to setup the Gift Card:
Load the Card with: Here you choose the domination for the Gift card and the amount of Cliently Credits it will charge you.
Add a return address: Please fill this out all the fields for the section.
Please note: you can only send 1 GIFT card per Gift Instant Action
Message: Add a Personalized message that will be handwritten by Cliently to send out to your recipients, up to 200 characters.
Step 8-C: Completed and ready to send If you are ready to send the Gift, Click the blue Button “Send”.
A “Confirm Cost” credit check will let you know the total cost for the gift card! Click “YES” to proceed!
What happens next? Your gift card will be processed by a Cliently Team member, reduce the credits on your account per the GIFT and we will update! If they are any problems with the amount of Credits you have in your account, Cliently will contact you!
Need Help? If you need any help with Cliently Instant Actions, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.