When working in a client-facing industry, it's crucial to choose the right point of contact for your company. With Spectora, you can decide whether your sent emails display the inspector's information or your company's info. In this article, we'll show you how to make that choice!
What is the Point of Contact?
Let's go over what the Point of Contact is and how it's used! The Point of Contact is used for a few different things:
"From" name/address on emails
If "Inspector" is selected as the Point of Contact, the emails will show as sent from the primary inspector listed on the inspection
If "Company" is selected as the Point of Contact, the emails will show as sent from the email listed in your company profile
Contact info listed on inspection details/reports
If "Inspector" is selected as the Point of Contact, the primary inspector's contact information will show in the client portal and on the reports for the inspection
If "Company" is selected as the Point of Contact, the client portal and reports will show the company contact information as listed in your company profile
Receives notices of failed emails/texts
If "Inspector" is selected as the Point of Contact, the primary inspector on the inspection will receive notices of any failed emails or texts to the client and agents
If "Company" is selected as the Point of Contact, notices of failed emails and texts to clients/agents will be sent to the company email listed in your company profile
How to Set Your Point of Contact
In this section, we'll show you how to set your Point of Contact in your Settings.
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Click "Settings"
Click "Email" under Business Tools
Select either "Inspector" or "Company" in the dropdown menu as your Point of Contact
What the Different Points of Contact Look Like
In this section, we'll show you an example of how the "Inspector" and "Company" Point of Contact look in emails and the client portal.
Point of Contact set to Inspector
Emails sent to the client and agent for an inspection will show as from the primary inspector on that inspection.
The primary inspector's contact information is also listed in the "Contact" tab in the client portal.
Point of Contact set to Company
Emails sent to the client and agent for an inspection will show as from the company email listed in your company profile.
The company's contact information is also listed in the "Contact" tab in the client portal.
Frequently Asked Questions
I set my Point of Contact to "Company" but my emails are still showing as sent from the inspector. What do I do?
If you're an Advanced user, you may need to check your Action emails! Actions allow you to set who emails are "from" which will override your Point of Contact in your settings.
On the Client Portal, how do you make a support staff member the main point of contact?
Unfortunately, support staff members cannot be set as a point of contact - only the company or inspector(s).
Where are my emails being sent from?
Emails sent through the Spectora software process through our email servers, but show as coming from either you, the Inspector, or the Company email, based on your Point of Contact and Action settings.
How can I tell if my emails are being delivered?
Check out this article on how to view the email statuses for both Automation and Action emails!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
