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Newsletter |
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2021 | May
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You may have begun noticing changes to the help center. The first and most apparent one is the landing page that now includes additional sections and a friendlier look.
Click images to enlarge.  The second important change is in the Getting Started section. There are several important articles regarding how the new center works, how to understand our technology (click image, video player, names of the elements in the system, what the difference is when we refer to a Dashboard or a Client Dashboard in an article, etc.), among several other helpful job aids.
Lastly, the article pages are changing in many ways, including:
Though temporarily it may be hard to find the article you are looking for by clicking the section on the landing page, that is one of the first things we are updating. However, simply typing keywords into any search bar will give you a detailed list of articles. Here are a few cool tips:
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A Release Log is a list of system bugs, improvements, and new features in the CRM. To access the release log, click Release Log on the Global Header.
From here, the Release Log opens and looks similar to this:  There are 3 ways to filter the list:
There is a lot of information contained within these entries. Feel free to check it out now! |
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They can be used in ways you may not be aware of. This article includes three different examples of how WebHooks can you with:
EXAMPLE 1:
EXAMPLE 2:
EXAMPLE 3:
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WebHooks, http user-defined actions (usually triggered by a predefined event) that post information to or from the CRM. In layman's terms, it takes information from one system and posts it to another.
Webhooks can be used to send data to your phone system campaigns. Using Ytel as an example, all you need is your desired call campaign and list ID to build a post from your DPP account into the desired call campaign and automate the flow of information going into your call queues. This can also be instigated on a trigger event to happen automatically when a certain workflow event is reached in DPP.
Sometimes the desired system you are trying to connect to does not have a straightforward way of posting into their system. This is where 3rd party integration platforms such as Zapier come in handy. Zapier allows you to create Zaps, triggers that act as a middle man between the WebHook post from DPP and the receiving entity by converting the request into the format they expect. This expands your horizons on the number of systems and platforms you connect to. You can get started posting to Zapier by visiting this article: 
If you have more than one instance of DebtPaypro, or if you have an affiliate with an instance; then you can configure the two DebtPaypro systems to communicate with each other via WebHooks. This is useful if you plan to act as a marketing company another servicing company or vice versa, and you need the two systems to update client records between them as key events in the client’s life cycle occur. For more information on how to orchestrate WebHooks to post data between individual DebtPaypro accounts please consult your account manager.