The “Lead Stash” block allows you to search in for lead information in the Lead Stash based on the set parameters, and if the Lead is found, IVR blocks will be pre-filled with the lead information, and the caller will skip these blocks.
The “Lead Stash” block allows you to search in for lead information in the Lead Stash based on the set parameters, then routes the call based on the results of the search. If the lead information is found in the Lead Stash, IVR blocks will be pre-filled with the lead information and the caller will skip these blocks. The data for a specific lead can be searched within the time frame selected in settings.
To add the “Lead Stash” block to your IVR, click the “Lead Stash” icon in the blocks’ list.
The “Lead Stash” block allows you to route the IVR. The “Y” button corresponds to “yes,” (if caller’s data was found in the Lead Stash), and the “N” button corresponds to “no” (if caller’s data was not found).
To set up the block, click the “Block Settings” button (the button with the “Gear” icon), and enter the block name in the “Title” field. You can select a time period to search for the caller's data, up to the past six months, in the "Data Lifetime" dropdown menu. The “Search By” field allows you to choose which parameter the system will look up in the Lead Stash: Phone Number, the system will look up data based on the caller’s phone number identified by the system, or, as a custom option, the combination of caller’s ZIP code, year of birth, and 4-digit SSN. Please, reach out to your account manager to find out more details about this option.
Example:
In the “Lead Stash” block settings we have the “Data Lifetime” field set to 1 day and the “Search By” field set to Phone.
When we have a call from the same phone number within 1 day (24 hours) the caller will be directed to the Y branch in the Lead Stash block and will skip IVR blocks going straight to the Find Buyer block. Information requested in these blocks will be pre-filled and recorded to lead details. If we have a new caller they will be directed to the N branch and go through the standard IVR flow.
