Maximize the power of your CRM by seamlessly calling, texting, and emailing your leads—all within the platform. Save valuable time by creating email and text message templates for frequently sent communications. Playground’s comprehensive tracking system enhances your relationships with potential families by consolidating all interactions in one place. With a quick glance, you can recall key details, making every family feel valued and understood.
Calls
Calls can be placed directly from Playground CRM using your CRM phone number. You can set up call forwarding so that any calls made to your CRM phone number will ring on your preferred device.
When calls are made to your CRM phone number, the call will be recorded and saved to the lead's profile.
💡 If you are an enterprise user that has multiple locations in Playground, you can set up a different phone number for each location.
Create a CRM Phone Number
From your CRM Dashboard, navigate to Settings on the left sidebar, and then click the Connections tab at the top of the screen.
Click Add Phone Number.
Type in your local area code.
A set of phone numbers will be generated. Choose your preferred number and then click Select & Finish.
Set Up Call Forwarding
If you would like calls forwarded to another number, add that number here.
Listen to Recorded Calls
All calls placed to your CRM phone number from CRM leads will be recorded and saved to the leads profile. To listen to a recorded call, refer to the instructions below:
Navigate to the lead's profile in Playground CRM.
The communication history with the lead will appear on the left side of the screen.
Locate the call you would like to listen to and click Listen to Recording.
Add Outcomes and Notes to Recorded Calls
Once the call is complete, you can add notes and an outcome to the call. This is helpful to make important information from the call easily visible.
Navigate to the lead's profile in Playground CRM.
Locate the call you would like to listen to and click the pencil icon.
Select the outcome of the call from the dropdown and add notes.
Click the blue Save button.
The call notes and outcome will now be visible in the lead communication history.
Log an Offline Call
If a call was placed to a number other than your CRM number, you can manually add notes for the call to Playground.
Navigate to the lead's profile in Playground CRM.
Click the white Actions button in the top right corner of the screen and then select Log a Call.
The log call window will open.
Fill out the required fields and then click the blue Save button.
To: the guardian you spoke with
From: the number they called, or the number you called them from
Outcome: select the result of the call from the dropdown.
Direction: select inbound if they called you, and outbound if you called them
Notes: optionally, add notes
The call will save to your communication history with this lead
Emails
Administrators can send emails to leads from CRM, allowing you to manage everything for your marketing process, all from one place! You can even save time by creating email templates for emails that you send frequently.
💡 If you are an enterprise user that has multiple locations in Playground, you can set up a different email for each location.
Connect your Email
Emails can be sent through Playground CRM. Connecting your email allows you to send emails from CRM. Connect the email that you would like emails to be sent from. Follow the instructions below to connect your email:
From your CRM Dashboard, navigate to Settings on the left sidebar, and then click the Connections tab at the top of the screen.
Click the blue Add Email button.
A new browser window will open with a screen to log into your email provider.
Once this process is completed, your email address will be listed on the Connections page.
💡 If you are an enterprise user that has multiple locations in Playground, you can set up a different email for each location.
Send an Email
From Playground CRM, navigate to the profile of the lead you want to email.
Click the Email Icon next to the guardian email you want to contact. The send email window will open.
Type an email and subject line. Or choose one of your email templates.
When you are ready, click the blue Send button.
Once sent, the email will appear in the lead's activity.
Texts
Texting can be purchased for an additional $20/month/1000 message segments. Texting is purchased separately to account for ongoing monthly fees required to register your business with mobile carriers.
Multiple texting subscriptions can be purchased if you anticipate sending more than 1000 message segments per month. A message segment consists of 160 characters. If one message is 180 characters, it would count as two message segments. For example, this paragraph is 344 characters, and if sent as a text message would count as three segments.
If you have multiple sites, you only need to purchase one texting subscription. However, you may choose to purchase multiple if you anticipate sending more than 1000 message segments per month.
If you are interested in purchasing texting, please reach out to your account manager.
Activate Texting
Businesses must complete a verification process to text their customers. This process is a US government regulation that was put in place to protect consumers against scammers. Your account manager will reach out with a form that you must complete to initiate this process.
🚨 Texting approval can take 2-3 weeks to process.
Send a Text
From Playground CRM, navigate to the profile of the lead you want to text.
Click the white Actions button in the top right corner of the screen and then click Send SMS.
The Send SMS window will open. Choose the recipient and the number you would like to send the text from. Type your message and then click Send.
Once sent, the text will appear in the lead's activity.
