Export Worker Invites
Export CSV of invites with Email, FirstName, Surname, Company, Link into your email provider (such as MailChimp).
Allows you to send invites and Event portal links using your own domain/email platform.
Export Invites to CSV File
Export Workers to a CSV file including:
FirstName, Surname, Company, Email, Link
The link field contains the personalised and unique runsheet link address for the participant.
Using this special link they can access their Live runsheet, RSVP, view key contacts and mark assignments complete.
The main purpose of exporting invites to a CSV file is to allow you to export these links into your email service provider, such as as Mailchimp to send emails from your company domain (this preserving trust and branding).
Advanced Email Tracking
Track all emails sent within WorkZerk to determine events such as delivery, opens and bounces.
Get better understanding of who has not received an email communication so you can follow up with alternative email addresses or contact methods.
WorkZerk transparently uses the Sendgrid by Twilio service to send emails, the same email platform used by Uber, AirBnb and Spotify.
EMAIL TRACKING
Email tracking is used to track and audit any emails sent from within WorkZerk, such as portal invites, portal updates and space user invites.
Tracking is comprehensive, and includes the ability to track delivery of emails, plus in most cases email opens.
Using the built-in WorkZerk email tracking you can audit invitations and get advanced information of the deliverability of those emails (without having to contact WorkZerk Support). WorkZerk uses Sendgrid to send emails, and email status updates are updated in real-time within seconds.
You’ll know exactly why an email invite hasn’t been received (for example if the email was blocked at the server) or other reasons.
You can then take action to invite that Worker using an alternative email address, or manually invite them if required.
Portal Email Updates
Send a quick event reminder or update to Guests right from within 1pm.
Emails are sent immediately and are trackable in terms of opens and delivery.
SEND INSTANT WORKER PORTAL UPDATES
In WorkZerk, sending event updates to every Worker registered in the Portal is easy. There are no templates to choose from or complicated screens.
Just navigate to Workers then go into INVITE mode and click EMAIL.
Import Contacts / Portal Members
Import Contacts and add Workers at the same time, using any CSV file.
Supports field mappings to easily map your source CSV file fields/columns.
Import any existing Contact or Worker list you have in a spreadsheet by simply exporting the spreadsheet as a CSV file, then import into WorkZerk.
CSV CONTACT/WORKER IMPORT
You may already have an intended Portal Member list of people requiring onboarding somewhere like a spreadsheet or document.
WorkZerk allows you to easily and quickly import this list and even add the imported contacts as Portal Members to the current Portal.
The import logic is pretty clever, it will recognise common field names that are candidates for matching. For example, if your existing CSV file you exported to (from where the data came from) has the field name ‘First Name’ WorkZerk knows that should be mapped to the ‘FirstName’ field.
But that doesn’t work for every situation, so after WorkZerk has guessed what the likely field mappings are it allows you to further tweak the import. You can ignore fields in your CSV file, or select the correct mappings yourself.
Then just click on START IMPORT and the everything will be imported in a few seconds.
But mistakes are easy to make when importing data, and sometimes you won’t realise until after the fact.
That’s why we also built a tool to DELETE PAST IMPORTS in case you have to make changes to the CSV file and import again.
Branding
Add a Portal Image to the Worker Portal to match your brand.
Change Accent, Outer Background, Inner Background and Text colours across the Worker facing screens.
For consistency, branding and appearance settings affect all Portals within that Space.
BRANDING & APPEARANCE
The standard accent color in WorkZerk is orange.
Colors in the portal can be set in the branding & appearance section of the Space it belongs to, including the accent (highlight) color.
A Portal Image can be set for all the Member Portals which appears at the very top, and can span the entire screen as a large image.
This is similar to the Facebook cover photo, the image is designed to appear prominently at the top of the screen on all devices.
The Portal Image is designed to be fluid and resize depending on the width of the device.
Member Tags
Tag Contacts with multiple tags.
Tagging provides fast filtering options when adding Contacts as Workers, or finding locations or sites.
Hide Tags in the Worker Portal to make them internal use only.
Tags in WorkZerk are used to classify Contacts & Portal Members for later retrieval or filtering. They are a very important and powerful feature within the platform.
Tags can be used internally or externally by using the ‘Hide in Portal’ feature.
If any Tags are ‘Hidden in Portal’ then they won’t show in the Worker Portal, so you can think of these as being for internal use only.
When you add Members in WorkZerk you are always adding it from a Contact. So when you add a Contact in WorkZerk, those ‘Contact Tags’ propogate to the Member record (they are inherited).
That is powerful, but bear in mind Member Tags (inherited from Contact Tags) are actually separate entities. So a Portal Member can have their own set of tags for their Member record (separate from their Contact Tags).
When a Member is created from a Contact record, that Member record inherits the Contacts tags, but only once. After that, you can tweak those tags in the Member record.