Using Hatch

Board and Contact Card

• Board Basics
• Contact Card Basics
• Suggested Responses
• Add Contact to Campaign from the Contact Card

Contacts

• Using Hatch Import Template
• Contacts Basics
• Looking at Contact Information
• How do I Search in Hatch?
• Adding and Importing Contacts
• Importing Contacts with a CSV

Campaigns

• Using Voicemail Drops in Campaigns
• Campaign Basics
• Create a Campaign
• Update a Campaign
• Images in Campaigns
• Removing Contacts from Campaign

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Workflows

• Workflows Overview

Reporting

• Reports Basics

Account Settings

• Account Settings Overview
• Managing Users
• Remove User from Hatch
• Add or Remove a Member from Workspace
• Deactivate a Workspace
• Managing Workspaces

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Workspace Settings

• How to setup Call Forwarding for your Workspace

Profile Settings

• Changing or Adding your Mobile Number in Hatch
• Text and Email Notifications

Business Hours Feature

• Organization-Level Business Hours
• Workspace-Level Business Hours
• Speed to Lead Alternate Messaging

Frequently Asked Questions 🤔

• Customer Migrations – October 2021
• "The message From/To pair violates a blacklist rule" when sending messages
• Reset Password