Sales Bridge FAQ

Using ONIT for follow up

Example ONIT email addresses

Onit understands:

Days of the week or 3 letter abbreviations

(Note only 3 letters- also onit doesn’t care about capitalization)

Monday or Mon

Tuesday or Tue

Wednesday or Wed

Thursday or Thu

Friday or Fri

 

Months or the 3 letter abbreviations

(Note only 3 letters- also onit doesn’t care about capitalization)

January or Jan

February or Feb

March or Mar

April or Apr

May

June or Jun

July or Jul

August or Aug

September or Sep

October or Oct

November or Nov

December or Dec

 

Onit understands “today, tomorrow and next”

For example next.wed.11am@onit.io

 

Onit understands the days of the month

1-31

(You don’t need to add “1rst, 2nd etc.”)

 

Use “.” to separate the date and the time for example Jun12.4pm@onit.io

Use the “.” to separate hours and minutes example Sep21.9.15am@onit.io

 

If you ever get stuck, you can use the “Test Address” button in the upper right-hand corner of the Follow page in the Sales Bridge UI

BCC ONIT on emails to people you need to follow up with

To use ONIT to help manage your follow up, you just need to BCC ONIT with the time you want to follow up. ONIT uses natural language in the email address to specify when you want the email to come back to your Inbox if they don’t reply to your email.

For example say I email Joe asking when we can do a demo. When I write my email to Joe I BCC when I want to follow up. Say I want to email Joe again in 4 days if he does not reply to my email. I would BCC 4days@onit.io You can also do addresses like next-tuesday@onit.io, apr.25@onit.io, wed.4pm@onit.io See the email address example FAQ for more suggestions.

If Joe replies to my email before 4 days, then the follow task is canceled.

email-address-months

Months

Send a follow-up on a specific month of day of a month by using one of these email addresses that the Onit assistant understands:

Months or the 3 letter abbreviations
(Note only 3 letters- also onit doesn’t care about capitalization)

January or Jan
February or Feb
March or Mar
April or Apr
May
June or Jun
July or Jul
August or Aug
September or Sep
October or Oct
November or Nov
December or Dec

Onit understands the days of the month
1-31
(You don’t need to add “1rst, 2nd etc.”)

Use “.” to separate the date and the time, for example Jun12.4pm@onit.io
Use the “.” to separate hours and minutes example Sep21.9.15am@onit.io

email-address-months

If you ever get stuck, you can use the “Test Address” button in the upper right hand
corner of the Follow page in the Sales Bridge UI

Days

Send a follow-up on a specific day of the week by using one of these email addresses that the Onit assistant understands:

Days of the week or 3 letter abbreviations
(Note only 3 letters- also onit doesn’t care about capitalization)

Monday or Mon
Tuesday or Tue
Wednesday or Wed
Thursday or Thu
Friday or Fri

Onit understands “today, tomorrow and next” next.wed@onit.io
Use “.” to separate the day and the time, for example next.wed.9am@onit.io
Use the “.” to separate hours and minutes example next.wed.9.15am@onit.io

email-address-days

If you ever get stuck, you can use the “Test Address” button in the upper right hand
corner of the Follow page in the Sales Bridge UI.

Sales Bridge Calendar

Changing your calendar colors

Changing your calendars default colors.

Please refer to the chart below to see which colors can be altered along with how to alter them.

Unavailable Background color &event_hex_color=FF0000 Sets background color of the unavailable sections
Unavailable Font Color &event_font_hex_color=000000 Sets the color of the font found on the Unavailable sections
Available Background Color &available_hex_color=FFFFFF Sets the background color of the available sections (Usually white)
Past Background Color &past_hex_color=333333 Sets the background color of events that are in the past

An example url with all settings filled out would look like the following:
https://www.salesbridge.io/dmccrary_salesbridge?event_hex_color=ff0000&event_font_hex_color=000000&available_hex_color=eeeeee&past_hex_color=cccccc

Pre-populate fields on the meeting request modal

In some instances you may wish to pre-populate the meeting request modal (or pop-up) with text so that the end-user doesn’t have to fill it out.

Please refer to the chart below to see which fields can be altered along with how to alter them.

Subject &subject=YOUR_TEXT Sets the subject message
Duration &duration_minutes=301 Value entered in minutes will select the appropriate dropdown value, or create it, if it does not exist.
Restricted Duration available_duration_minutes=30,45 Single value or multiple values separated by a comma will populate the Duration drop down list and remove all other options. This option will override the “Duration” query parameter if it is set.
Name &name=Requestors+name Sets the name of the requestor. All spaces should be url encoded with a +
Email &email=test@example.com Sets the email of the requestor.
Phone &phone=8887892345 Sets the phone number of the requestor.
Notes &notes=Default+notes+go+here Sets the default notes that the requestor and recipient will see

An example url with all settings filled out would look like the following:
https://www.salesbridge.io/dmccrary_salesbridge?subject=test&duration_minutes=65&name=Your+Name&email=test@example.com&phone=1234567890&notes=Your+notes

Add the calendar to your website

Adding your calendar to your website is easy. You just need to put the following iframe code on your site and put your calendar url in place and you can start receiving calendar requests from your site.


<iframe src="https://www.salesbridge.io/jlowry" style="
width: 100%;
height: 900px;
border: 0;
"></iframe>

The code above simply tells your site that you want to include the calendar and make it as wide as the container it is in and 900px tall. You can tweak these settings to change the dimensions of the container that the calendar is in.

To customize the colors of the calendar, you will need to manipulate them using jQuery or another javascript framework. The code below is an example of changing the color of all the events in your calendar on your website:

$('.fc-event.bg-info').each(
function(){
$(this).attr('style', $(this).attr('style') + 'background-color: #FF0000 ;');
}
);