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Staff Reference » Engagement
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Engagement SA Tags

The following tags are in use by the Engagement team, placed on SAs:

Tag Purpose Expires Active/Inactive
ET - ABnB API Concerns Client stated they did not want to connect to Airbnb API  

Active
ET - Graduate Not used as often, this was used when ET was doing Onboarding Calls, denotes Client was being handled by Engagement but has Graduated to Help Desk.   30 days

Inactive
ET - LA Call Completed Video Call was done with a Low Affinity Client to go over any ways they can better utilize OwnerRez   Active
ET - LA Call Deferred Client said they were good to go, and did not want a Low Affinity Review of their account   Active
ET - LA Call Not Needed Client is regularly contacted outside this scope of calls, or is an Employee or Vendor account   Active
ET - LA Call Offered Initial Call was made to client from Low Affinity list. Email sent with Calendly link to schedule followup   Active
ET - LA Call Scheduled Client has used the calendly link to schedule a Low Affinity account review / longer account discussion   Active
ET - No Call Req Tag used to mark accounts that have been closed and we have already engaged with so no closure call required. Can Expire in 30 days 30 days Active
ET - VRBO API Concerns  Client stated they did not want to connect to VRBO API   Active
ET - Webinar Followup Engagement Team made a call to followup with a client that attended a webinar but didn't yet open a trial account.  30 days Active
ET - Website Upsell Called client to discuss Direct Booking options. See if they weren't using a DB site of some sort and if they would be interested in setting up a Hosted Site 30 days Active
ET Contact - made Legacy Tag - Denotes that ET called the client and the call was answered. Disabled, this is now handled by QuickSite reports 30 days Inactive
ET Contact - not made Legacy Tag - Denotes that ET called the client and the call was not answered. Disabled, this is now handled by QuickSite reports 30 days Inactive
ET Initial - Call answered Legacy Tag - Denotes that ET called the client and the call was answered. Disabled, this is now handled by QuickSite reports 30 days Inactive
ET Initial - Voicemail Legacy Tag - Denotes that ET called the client and the call was not answered and went to voicemail. Disabled, this is now handled by QuickSite reports 30 days Inactive
ET Method - Call Legacy Tag - Denotes that ET picked up the phone and called the client. Disabled, this is now handled by QuickSite reports 30 days Inactive
ET Method - Ticket Legacy Tag - Denotes that ET responded to the client but did so via a ticket instead of a call. Disabled, this is now handled by QuickSite and Freshdesk reports 30 days Inactive
ET New client Legacy Tag - Denotes that the client is a new client in a trial that has engaged with the ET Team for Setup Help. Disabled, handled by Jumpstart and Onboarding 30 days Inactive
ET Rep - AB Client was under the care of Amanda Broadway.   30 days Inactive
ET Rep - AH Client is under the care of Allison H. 30 days Active
ET Rep - GR Client was under the care of Glen Ruggerio.   30 days Inactive
ET Rep - LL Client is under the care of Lisa Lagas. 30 days Active
ET Rep - NC Client is under the care of Nova Chamberlain. 30 days Active
ET Rep - PB Client is under the care of Pam Bogacyck. 30 days Active
ET Rep - RM Client is under the care of Richard Moore. 30 days Active
ET Rep - SC Client is under the care of Steve Clark. 30 days Active
ET Rep - SS Client was under the care of Suzee Sanderlain. 30 days Active
ET Status - In progress Client is actively being serviced by the Engagement team.  Please CC us on any transactions 30 days Active
ET Status - Not saved Client had closed account and account is remaining closed after Closed Call   Active
ET Status - Saved Client had closed account but decided to restart after action with ET Team   Active
ET Unpaid account Legacy - Used to track suspended accounts, now tracked by QuickSite Reports 30 Days Inactive
VIP Call Scheduled Video Call was done with VIP Client to go over any ways they can better utilize OwnerRez   Active
VIP Call Offered Initial Call was made to client from VIP list. Email sent with Calendly link to schedule followup   Active
VIP Call Not Needed Client is regularly contacted outside this scope of calls, or is an Employee or Vendor account   Active
VIP Call Deferred Client said they were good to go, and did not want a VIP Review of their account   Active
VIP Call Completed Client has used the calendly link to schedule an account review / longer account discssion   Active