Re: Form Change in Callrail

From
Joey Taylor <joey.taylor@thekey.com>
To
Alexa Graziani <agraziani@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Jon Eckrich <jon.eckrich@thekey.com>, Megan Heinen <mheinen@thekey.com>
Date
2023-06-30 13:41:02
Folder
INBOX
Hey Alexa,

It's a holiday in Canada so the majority of operations staff is off today
and Monday. Luckily, I am around today but am helping out with the on-call.
I will let you know if I receive them.

Thanks,

On Fri, Jun 30, 2023 at 1:36 PM Alexa Graziani <agraziani@thekey.com> wrote:

> Hi Joey and Jon,
>
> I see Tim's OOO today, but I'm hoping you're around to help me make sure
> the forms still work since the change was implemented EOD yesterday.
>
> I am going to place test contact us and job inquiry forms on both the
> Winnipeg and Montreal sites. Please let me know if you receive them.
>
> Sincerely,
>
> On Tue, Jun 27, 2023 at 9:40 AM Alexa Graziani <agraziani@thekey.com>
> wrote:
>
>> Thank you!
>>
>> On Tue, Jun 27, 2023 at 6:19 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Alexa,
>>>
>>> Sounds good. I'm adding @Jon Eckrich <jon.eckrich@thekey.com> who
>>> oversees recruitment so that he's in the loop.
>>>
>>> Clear to proceed,
>>> Thanks
>>>
>>> On Fri, Jun 23, 2023 at 12:23 PM Alexa Graziani <agraziani@thekey.com>
>>> wrote:
>>>
>>>> Hi Tim,
>>>>
>>>> After reviewing the functionality on all websites, we will only need to
>>>> make this change for Winnipeg and Montreal because those are the only
>>>> locations that have the form on the actual website. The other website all
>>>> push applicants to a chat or to Clearcare.
>>>>
>>>>
>>>> To confirm, this change means:
>>>>
>>>> 1) We would be only having form tracking for clients forms and remove
>>>> career application form tracking in CallRail
>>>> *Montreal *contact us:
>>>> https://www.homecareassistancemontreal.ca/contact.html
>>>> *Winnipeg *contact us:
>>>> https://www.homecareassistancewinnipeg.ca/contact-us-2/
>>>>
>>>>
>>>>
>>>>
>>>> 2) We route leads for:
>>>>
>>>> *Montreal* to montreal-recruitment@thekey.com on this form
>>>> https://e.homecareassistancemontreal.ca/
>>>>
>>>> *Winnipeg* to winnipeg-recruitment@thekey.com on this form
>>>> https://www.homecareassistancewinnipeg.ca/caregiver-application/
>>>>
>>>>
>>>> Have you informed both teams about the change? Once you confirm they
>>>> are prepared for it, I will let the web dev team know they are approved to
>>>> implement the changes.
>>>>
>>>> Sincerely,
>>>>
>>>> On Thu, Jun 22, 2023 at 6:01 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Got it, thanks Alexa
>>>>>
>>>>> On Wed, Jun 21, 2023 at 7:24 PM Alexa Graziani <agraziani@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Thanks for confirming the list is correct.
>>>>>>
>>>>>> Tim - these have been set up and you're on the other thread.
>>>>>>
>>>>>> Sincerely,
>>>>>>
>>>>>> On Wed, Jun 7, 2023 at 5:13 PM Alexa Graziani <agraziani@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Hi Joey,
>>>>>>>
>>>>>>> You can actually fill out a whole list of people! That will end up
>>>>>>> being a distribution email so that everyone gets it.
>>>>>>>
>>>>>>> Adding Tim and setting up time for next week.
>>>>>>>
>>>>>>> Sincerely,
>>>>>>>
>>>>>>> On Fri, Jun 2, 2023 at 9:14 AM Joey Taylor <joey.taylor@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hey Alexa,
>>>>>>>>
>>>>>>>> I have filled out the forms and attached the specific individuals
>>>>>>>> who are responsible for those departments. I would like to discuss having a
>>>>>>>> back-up as well in case someone is on vacation!
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>>
>>>>>>>> On Thu, Jun 1, 2023 at 7:50 PM Alexa Graziani <agraziani@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Can do! I'm OOO for tomorrow and much of next week. So if you can
>>>>>>>>> fill out this document by EOD Tuesday, I can set up a time to go over next
>>>>>>>>> steps the following week.
>>>>>>>>>
>>>>>>>>> On Thu, Jun 1, 2023 at 12:07 PM Joey Taylor <
>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Hey Alexa and Megan,
>>>>>>>>>>
>>>>>>>>>> My team is going through the calls from last week (the ones in
>>>>>>>>>> red), I will get a report shortly on why certain ones were not entered!!
>>>>>>>>>> This change works for me, would we be able to set up a quick
>>>>>>>>>> meeting beforehand just to make sure I understand everything completely?
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>>
>>>>>>>>>> On Thu, Jun 1, 2023 at 1:56 PM Alexa Graziani <
>>>>>>>>>> agraziani@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi Joey,
>>>>>>>>>>>
>>>>>>>>>>> In order to better optimize our paid advertising, we will need
>>>>>>>>>>> to make a change to the forms in Callail.
>>>>>>>>>>>
>>>>>>>>>>> The change means we will no longer be tracking the job
>>>>>>>>>>> submissions in callrail and just track the contact us form. That way, we
>>>>>>>>>>> are only optimizing off of contact us submissions in Google Ads.
>>>>>>>>>>>
>>>>>>>>>>> This means the recruiting team would not get notified in
>>>>>>>>>>> Callrail. Instead, they would get a notification email from the website.
>>>>>>>>>>>
>>>>>>>>>>> The next steps would be to work with you to iron out who would
>>>>>>>>>>> need to receive each email in this document.
>>>>>>>>>>> <https://docs.google.com/spreadsheets/d/1pRWL0cinuiPmgrbTFMK-jCFy3g9DXU8F-PJdqYNOsBg/edit#gid=0>
>>>>>>>>>>> Then we would get final approval on the process change from Angie and work
>>>>>>>>>>> with Tech to make the changes.
>>>>>>>>>>>
>>>>>>>>>>> Does this change work for you? Happy to set up a call to talk it
>>>>>>>>>>> through if it's easier.
>>>>>>>>>>>
>>>>>>>>>>> Sincerely,
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Alexa Graziani
>>>>>>>>>>> Senior Marketing Manager - Consumer Growth
>>>>>>>>>>> * Please note my email has changed: *
>>>>>>>>>>> agraziani@thekey.com
>>>>>>>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>>>>>>>> (650) 416-1538 Ext. 181538
>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>>
>>>>>>>>>> Joey Taylor
>>>>>>>>>>
>>>>>>>>>> *Regional Care Solutions Manager*
>>>>>>>>>>
>>>>>>>>>> 514-907-5065
>>>>>>>>>>
>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>
>>>>>>>>>> [image: TheKey]
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Alexa Graziani
>>>>>>>>> Senior Marketing Manager - Consumer Growth
>>>>>>>>> * Please note my email has changed: *
>>>>>>>>> agraziani@thekey.com
>>>>>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>>>>>> (650) 416-1538 Ext. 181538
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>>
>>>>>>>> Joey Taylor
>>>>>>>>
>>>>>>>> *Regional Care Solutions Manager*
>>>>>>>>
>>>>>>>> 514-907-5065
>>>>>>>>
>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>
>>>>>>>> [image: TheKey]
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Alexa Graziani
>>>>>>> Senior Marketing Manager - Consumer Growth
>>>>>>> * Please note my email has changed: *
>>>>>>> agraziani@thekey.com
>>>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>>>> (650) 416-1538 Ext. 181538
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Alexa Graziani
>>>>>> Senior Marketing Manager - Consumer Growth
>>>>>> * Please note my email has changed: *
>>>>>> agraziani@thekey.com
>>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>>> (650) 416-1538 Ext. 181538
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Alexa Graziani
>>>> Senior Marketing Manager - Consumer Growth
>>>> * Please note my email has changed: *
>>>> agraziani@thekey.com
>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>> (650) 416-1538 Ext. 181538
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>> Alexa Graziani
>> Senior Marketing Manager - Consumer Growth
>> * Please note my email has changed: *
>> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>> (650) 416-1538 Ext. 181538
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Alexa Graziani
> Senior Marketing Manager - Consumer Growth
> * Please note my email has changed: *
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
> (650) 416-1538 Ext. 181538
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>


-- 

Joey Taylor

*Regional Care Solutions Manager*

514-907-5065

TheKey.ca   <https://thekey.ca/>

[image: TheKey]

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