Scheduling Assistant Package

• Appointment booking tool that allows Customer to automate meeting scheduling.  Customer can allow clients to access availability, choose duration, day, time, and meeting type (phone, in-person, or web meeting).  License is exclusive of any audio or web conferencing unless otherwise selected.
• Calendar integration with leading providers including: Outlook through ical integration, Outlook 365, Google Suite, and Salesforce calendar.
• Promote schedule availability via branded profile pages, emails, or direct schedule link.  Limit 2,000 emails per month per license.  Fugent reserves the right to suspend accounts with campaign bounce rates exceeding 5%. 
• Integrates with leading web meeting providers including: Zoom, GoToMeeting, or WebEx
• Receive instant notifications of appointment requests, and upon approval, automatically send calendar invitation with meeting instructions included.

               Contact Management

• Easily import contacts via spreadsheet or via Salesforce to manage contacts and create groups for email campaigns.  Limit 2,000 contacts per import.  Limit 2,000 emails per month per license. 
  

   

  Analytics & Reporting

• Real-time contact engagement notifications including meeting requests
• Track email opens, click, bounces, and unsubscribes
• Roll-up reporting to track total appointment requests, meetings hosted, and participants.
• Contact Reporting
  

  
  Salesforce Managed Package

• Export contact activities including appointment requests and meeting attendance and automatically update contact records within Salesforce
• Add meetings to the Salesforce calendar and include related contacts such meeting requestor.
• Start web meetings directly from Salesforce
• Check the salesforce calendar for meeting conflicts
  
  

  Digital Presence & Branding

• Each license will receive a branded profile page that end clients can use to book appointments and join web meetings.
• Customer may brand all emails sent to clients through the application
  

  
  Account Settings & Integrations

• Create delegates to allow other Fugent users to have access to your account for collaborative scheduling and campaign management, etc.
• View contacts who have unsubscribed from campaigns
• Connect and manage available integrations such as calendars, meeting providers, and CRMs
  

  
  Admin

• Create and manager users, roles, and permissions
• Manage user password security
• Manage company integration settings
  

  
  Training & Support

• Initial template branding, license creation, and platform setup will be provided utilizing existing templates and widgets and allow for 3 revisions. 
• Customer may leverage the application for additional email templates beyond the initial template.
• Access to live training webinars, knowledge base, email support (24-hour SLA), and phone support between 8 am – 7pm EST.