Export Portal Member 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 Portal Members to a CSV file including:
FirstName, Surname, Company, Email, Link
The link field contains the personalised portal link for the onboardee. Using this special link they can complete the onboarding process.
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 (thus preserving trust and maintaining your 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 emails sent from within WorkZerk, such as portal invites, portal updates and space user invites.
Tracking includes the ability to track delivery of emails.
Using the built-in WorkZerk email tracking you can obtaine advanced data on the deliverability of those emails. WorkZerk uses Sendgrid to send emails, and email status updates are updated in real-time within seconds.
You’ll know exactly why an email sent via WorkZerk 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 Onboardee using an alternative email address, or manually invite them if required sending their portal link directly.
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 email updates to every Member registered in the Portal is easy. There are no templates to design or complicated screens.
Just navigate to *Onboardees then select the members to include in the email, and click the EMAIL button.
Whenever you email portal members this way, they will each receive their invidual personalised portal links at the bottom of the email (so you won’t need to include these).
* Note: Your ‘Onboardees’ tab may be renamed to something else depending on who you are onboarding. You can change the name the Role Name (Singular & Plural) in Edit Spaces. For example, it might be called ‘Contractors, Students, Patients’ etc.
Import Contacts / Onboardees
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/MEMBER IMPORT
You may already have a 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 'Onboardees’ (or whatever your Role name is) 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 repeat the process.