Improved - Use template variables to populate Cc and Bcc fields on an email template
improved
FLG CRM
Hello,
A few months ago I had the pleasure of letting you know about a new feature which allowed email addresses to be added to Cc and Bcc fields on template emails. We have now made an improvement to this feature which allows you to populate these fields using template variables.
Example
If you work with leads in joint names, you'll now be able to automatically send your email correspondence to both contacts by cc'ing the template variable of the field used to store the second applicant's email address.
CC_Bcc template variables
Thanks for reading.
Karen Barker
Business Analyst
New - Quick text for call notes, tasks and events
new
FLG CRM
Hello,
Just to let you know about a new feature we've recently added which came straight from our feedback boards.
Quick Text for call notes, tasks and events
You can now customise the Quick Text options which appear in the
Insert Text
drop down field when creating call notes, tasks or events, saving you time, effort and creating consistency across all users.
To customise your Quick Text options, head over to
Settings > Quick Text
and select one of the three tabs - Call Outcomes, Task Details and Event Details. You can add new values, edit or delete existing values and re-order the list.
QuickText
When you create a call note, task or event on a lead, you will be able to select a Quick Text value from the drop down options to populate the activity details.
QuickText2
Thanks for reading.
Karen Barker
Business Analyst
New - you can now send longer text messages from FLG
improved
FLG CRM
Hello,
We wanted to let you know about a recent change to the number of characters which can be included in a text message sent from FLG.
Send longer text messages
Sometimes it can be difficult to fit everything you need to say into 612 characters, especially when using dynamic content via template variables. That’s why we’ve increased the maximum number of characters to 918. Any messages over 160 characters are sent as multiple text messages (now up to 6), but appear as one message to the recipient. You will be billed for the total number of text messages it takes to send your message.
All existing text message templates will continue to be sent as normal. If you have any text templates that were truncated due to the old character limit, these will now send up to 918 characters and you will be charged up to a maximum of 6 text messages for them.
screely-1626268467945
Why not use this opportunity to review your text message templates to ensure you’re happy with their wording, the overall length and cost of each message to make sure you're getting the most out of a single customer communication by text.
Thanks for reading.
Karen Barker
Business Analyst
New - Show appointments on the FLG calendar
new
improved
FLG Appointments
FLG CRM
Hello,
I'm really pleased to let you know that we have recently released one of the highest voted suggestions from our feedback boards.
Show appointments on the FLG calendar
Many of you have told us that you need to view appointments on the FLG calendar so that you can see tasks and events which are not stored in external calendars. This prevents appointments being booked at busy times, therefore, making the process more efficient.
You are now be able to see scheduled appointments on the FLG calendar alongside tasks and events.
image
Thanks for reading.
Karen Barker
Business Analyst
FLG
New - Dropbox email types
new
improved
FLG CRM
Hi,
Just to let you know about a change we recently made to FLG.
New release: additional email types for dropbox emails
In order to give better visibility of the origin of each email stored in FLG we have added 2 new email types. These differentiate between emails sent and received within FLG and those sent into FLG via the dropbox email address from an external email system. The new email types are:
Dropbox Email
  • An email Cc’d or Bcc’d to the dropbox email address.
  • An email received from an FLG user's email address and forwarded to the dropbox email address.
Dropbox Reply Email
  • An email not received from an FLG user's email address and forwarded to the dropbox email address.
No changes have been made to the system behaviour when using the dropbox email address or to the existing email types sent and received within FLG.
The changes will be visible on the lead summary, user dashboard and in the user activity report both in FLG reports and Insights reports. The changes can also be seen if you use the export functionality to download your activity data from FLG.
Lead summary and user dashboard:
Dashboard
User activity report:
ActivityReport
Activity export:
activityexport
If you have any questions, please don’t hesitate to contact us.
Thank you,
Karen Barker
Business Analyst
New - Fetchify integration
new
Hi,
Just to let you know about about a new addition to our Integrations page.
Accurate customer data lookup and validation with Fetchify
Do you want to ensure you only get clean, accurate, quality data in your FLG account? Our ClearCourse group sister company, Fetchify, is the leading data lookup and validation tool provider, guaranteeing the most accurate data available for you and your clients.
Fetchify sits outside of the FLG app and can be plugged into your landing pages, web forms or wherever else you gather leads to optimise form completion with faster data entry and fewer errors for better lead conversion and customer management.
To sign up for a Fetchify account, head over to FLG and go to
Settings > Integrations > Fetchify
and click
Connect
. Fetchify offer a 2 week free trial with 100 trial credits to help you get started. They will take care of managing and monitoring usage and billing as well as supporting you as a customer.
If your leads come from a partner, why not pass on this link and ask them to start providing accurate and reliable leads now.
Thanks for reading.
Karen Barker
Business Analyst
New - Enable access to workflows from the lead summary
new
FLG CRM
Hi,
Here's some information about a new feature we've recently added.
Enable access to workflows from the lead summary
You told us that when processes are automated, you'd like the option to remove the ability for users to alter the required flow by starting or stopping workflows and deferring or canceling actions within a workflow.
There is now an extra permission option under the
Managing Leads
section of
Users
:
image
Disabling this permission has the following behaviour:
  • Removes the
    Workflows
    button from the lead summary view
  • Removes the
    Stop workflow
    option from the current running workflow view
  • Removes the
    Defer
    and
    Cancel
    buttons from the workflow details view.
Your users will still be able to see which workflow is running on the lead and the actions within the workflow.
workflowPermission
We hope you find this useful. As always, if you have any questions please get in touch.
Thanks for reading.
Karen Barker
Business Analyst
New - Duplicate Journeys
new
FLG Journeys
Hi,
We wanted to let you know about a new feature we've recently added to Journeys.
Duplicate Journeys
We've listened to your feedback and it's now possible to duplicate Journeys, saving you time and effort during setup.
DuplicateJourneyHomepage
Journeys can be duplicated within the same lead group or from all lead groups to a specific lead group.
If there are any other features you'd like to see added to FLG, please do pop over and add them to our feedback boards.
Thanks for reading.
Karen Barker
Business Analyst
New - Integrations page
new
Hi,
We’ve recently released our brand new Integrations page which will provide a home within FLG for you to be able to find and connect your 3rd party applications.
Integrations page
Changes to FLG
We’ve moved a couple of things around to ensure a one-stop shop for all things Integrations within FLG, but don’t worry, these tools are still available, just head over to Settings > Integrations to find their new home.
  1. Flow XO has been removed from the app switcher on the main menu
  2. Voice has been removed from the Settings menu
FlowXO Voice removal
What’s next?
We plan to expand our integration offerings in the future and it would be great to hear your feedback on what would be most useful. Some ideas we’ve already had from you are below, if any would be useful to you, please click on the link and vote on our feedback site.
If, however, there’s anything we’re missing, please let us know by adding a suggestion directly on our feedback board or by replying to this email.
Thanks for reading.
Karen Barker
Business Analyst
Improved - more granular date range preferences
improved
FLG CRM
Hi,
We want to let you know about another improvement we've recently made to FLG.
More granular date range preferences
We've made it possible for you to set different default date ranges across search leads, reports and user dashboards. Now you can customise these to suit your own business needs. For example, you may only want to see today's leads when you look at search leads, whilst wanting your reports to default to last month.
image
All default date ranges have been set to match your previous settings, just head over to Settings > Configuration > Preferences to take advantage of the new granularity.
If there are any other features you'd like to see added to FLG, please do pop over and add them to our feedback boards.
Have a great week.
Karen Barker
Business Analyst
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