Smart Categories are dynamic categories created within MyDesktop.
They are used to make quick, temporary groups of contacts, ideally for single communications, which can then be written over by the next temporary group.
Whilst they do sync with ActivePipe, due to their changing nature they update differently to a “standard” category.
For this reason, we recommend creating and using a standard category in MyDesktop in favour of a Smart Category whenever possible.
If you do want to utilise a Smart Category in your ActivePipe account, please take the following steps in MyDesktop whenever you make changes, to ensure your Smart Category updates correctly:
- First, add a bulk note to your existing Smart Category contacts, so that we know who used to be in your Smart Category (the note can be anything you like).
- Then, when adding the new contacts to your Smart Category, add a bulk note against these as well, so that we know who should be in there now.
This quick process ensures that ActivePipe receives all contact updates to the Smart Category, and that tags are added or removed from all relevant contacts.
It’s also important to note that if a Smart Category in MyDesktop contains 50 contacts assigned to Agent A, and 100 contacts assigned to Agent B, when the smart category tag sync's with ActivePipe, the tags will be allocated to the 50 contacts for Agent A and 100 contacts for Agent B respectively.*
*Note: If you would like to communicate with all contacts within a single category but with different contact owners, you can do this through your Office-Wide account
Please sign in to leave a comment.