Wyred Insights Help Center
How to Clear Your Browser Cache
How to Clear Browser Cache in Google Chrome Clearing your browser cache in Google Chrome is a simple process that helps improve performance and resolve
Filter Contacts by Tag
Access the Contacts Section Log in to your Wyred Insights account. On the navigation bar, click on Contacts to view the drop-down menu. From
How to Use the Activity Breakdown Report
Login to your Wyred Insights Account: Start by signing in with your username and password. Navigate to the Reports Section: Once logged in, find the
Adding Communication Types
If you need to track additional activities in your reports, Wyred Insights allows you to add new communication types to your settings. Here’s how to
Marking SMS Messages as Unread
Inside the SMS inbox, use the Mark Unread button to display the notification icon again. This feature can be helpful when admins are reviewing the
Adding Lost Reasons
To add a new Lost Reason, navigate to Settings > Field Options > Lost Reasons Then click the Green button Name your Lost Reason and
Scheduling Applicants for Orientation
Permissions: Contact your admin if you don’t see a Menu item for Orientations, or if there are no specific buttons that appear when submissions enter
Submission Status Explained
Open = Submission is currently qualified and moving through the funnel. Won = Submission successfully made it all the way through the funnel and converted.
How do I re-schedule an interview?
To reschedule an interview, locate the interview action buttons and use the “Schedule” button to change the date and time. If you don’t see the
How do I add a template for SMS/Emails?
Add and edit your templates for both SMS and Emails from the left sidebar menu under Settings > Message Templates > SMS Templates / Email
How do I sync my email?
Sync your email box through Microsoft 365 (Outlook) or Google’s Gmail service: Navigate to the Email > Email Configuration tab and click the Green +
How can I edit the form on my landing page?
To edit your landing pages, navigate to the Landing Pages tab, click on the vertical ellipsis action icon and select edit. To see your form
How can I adjust the automated notifications?
You can currently adjust the following notifications: Not Qualified Qualified With Call Center Qualified Without Call Center Interview Confirmation With Call Center Interview Confirmation Without
How Can I Add a Lead Source?
Navigate to Settings > Lead Sources to add or edit your lead sources. Use the green + button to add a lead source and use
Blocking Contacts
Need to block an applicant or contact from getting through the funnel? While viewing the submission details, at the very bottom of the left-hand sidebar
Logging into the Wyred Insights System
You can log into the system by going to our website and clicking the Login / Signup button from the menu, or by going