New - Copy Journey fields when copying a lead
new
FLG Journeys
FLG CRM
Hello,
We have a new feature to tell you about.
Copy Journey fields when copying a lead
When copying a lead, if there are any Journey fields associated with the lead, you now have the option to also copy them. This makes Journey fields more accessible and speeds up data entry when creating duplicate leads, increasing productivity.
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Copied Journey data will be pre-populated when you start a Journey from the new lead. The Journey data will also be available to use via webhooks and in template variables.
We hope this helps, if you have any questions please don't hesitate to get in contact.
Have a great day.
Thanks
Karen Barker
Business Analyst
New - Improvements to Insights filters
improved
FLG Insights
Hello,
We just wanted to let you know about a couple of new improvements to Insights filters that have come directly from our feedback boards.
Filter reports on blanks
You're now able to choose to include or exclude blanks when filtering your report data on a selection field.
image
Filter reports on inactive introducers
If you have introducers set to inactive, these will now be available in the filter selection list when creating your reports in Insights.
We hope these changes prove useful. Please keep your feedback coming to help us shape the future of the product.
Thanks for reading.
Karen Barker
Business Analyst
New release - SMS Short Links
new
Hello,
We have a new product feature to tell you about.
SMS Short Links
This one's straight off our Feedback board. With SMS Short Links it is now possible to shorten all links included in a text message template whether it's a Journey or Appointment link added by a template variable, or a direct link.
Using SMS Short Links has many advantages such as the ability to better estimate the character length of a text message, your links look more attractive, are easier to read and are perceived as being more professional.
SMS Short Links are enabled when creating or editing a text message template, simply by selecting the Short Links tick box.
short links
When you send a template with SMS Short Links enabled, they will appear to the receiver in the format
flg.to/xxxxxx
and be up to a maximum of 13 characters in length. Any links added to the text message at the time of sending which are not originally in the template will not be shortened.
mobile
SMS Short Links are available on our XL and Concierge subscription plans.
We hope this improves the handling of links in text messages, if you have any questions please don't hesitate to contact us.
Thanks for reading.
Karen Barker
Business Analyst
new
Hello,
We're pleased to let you know that our Zapier integration has passed the review process and is now featured in the Zapier directory as a beta app. This means you can now extend FLG's automation possibilities by seamlessly integrating with your other systems.
Have you tried it out yet? You can automate your work for free, starting with the basics on the free forever plan to exchange data and set up workflows with 3,000+ popular web apps!
Here’s an example of how you can connect FLG to your everyday apps using Zaps (Zapier workflows):
zapier example
Still not sure how Zapier could benefit you? Take a look at our all new Zap Templates for further inspiration and begin your journey into automation in just a few clicks.
With zero coding skills required to set up app integrations, more than 3 million people already rely on Zapier to take care of their tedious tasks automatically.
If you have any questions about the FLG app please drop us a line. Zapier offer excellent support should you need help linking your apps together, with full visibility of each app's feature. They also provide great resources to help you get started.
Happy Zapping!
Karen Barker
Business Analyst
New release - improved visibility of webhook events
new
Hello,
We have a new product enhancement to tell you about.
Improved visibility of webhook events
Webhooks have always been stamped on a lead's audit trail, either when they have completed successfully or when they have failed after the maximum number of retries. After listening to feedback we have now improved this feature by:
  • Stamping
    all
    webhook success or failure messages immediately after they happen.
  • Giving you more information about the failure reason.
  • Letting you know the number of retry attempts remaining and when the next attempt will be made.
Screenshot_2021-01-21 Demo System - View Lead Details
We hope this gives you valuable information to see and fix failing webhooks quickly and efficiently.
Thanks for reading.
Karen Barker
Business Analyst
FLG
New release - more ways to show or hide journey fields based on conditions
improved
FLG Journeys
FLG CRM
Hello
We have a couple of new product enhancements to tell you about.
Show or hide fields in a journey based on conditions
We previously told you that you can add conditions to show or hide fields in a journey based on the response to a previous field to personalise it for your customer.
We've improved this feature by:
  • Adding AND logic so you can show or hide fields based on more than one condition - this opens up more possibilities to fine-tune your conditions
Journeys - conditions
  • Adding support for all field types - you can now add a condition based on responses held in table, email address, phone number, address, date, time and signature fields
For more information, take a look at our help doc or get in touch.
Allow tasks to be created even further into the future
You can now create tasks (and events) as far into the future as you like to support your long term products and services.
Create task
Have a great end to the week and weekend.
Mike Emery
Product Manager
FLG
New release - show or hide journey fields based on conditions
improved
FLG Journeys
Hello
Another new Journeys feature, straight from our feedback site, to tell you about.
Show or hide fields in a journey based on conditions
You can now add conditions to show or hide fields in a journey based on the response to a previous field. This is a brilliant way to personal the route your customer or prospect takes through a journey and to avoid burdening them with questions and fields not relevant to them. It also allows you to reduce the length of the journey when it loads which some customers tell us is key to completion rates. For more help, take a look at our help doc or get in touch.
Here are just a few of the ways you could use conditions, based on our conversations with you to date.
Only show questions about a second applicant when there is one ...
Journeys - joint applicant
Equally, you could also hide fields if confirmed it's a sole applicant ...
Journeys - sole applicant
Why not ask how many of something your customer has and then show the right number of input fields based on their answer. Perfect when collecting information about multiple policies ...
Journeys - multiple products
And finally, you could present a list and then drill down to a more granular list based on the response ...
Journeys - list of products2
These are just a few examples and I am sure you'll have many other uses and ideas.
We're still working on the feature and will be adding conditions support to all field types in the next couple of weeks. Let us know what you think of the feature and post your ideas to make it even better on our feedback site.
Have a great day.
Mike Emery
Product Manager
FLG
New release - custom thank you messages in Journeys, improvements to Appointments and more
improved
FLG Appointments
FLG Journeys
FLG Voice
FLG CRM
Hello
Some great new improvements to tell you about to celebrate the start of 2020.
Add a custom thank you page and redirect button to a completed journey
You can now add a custom thank you page to include your own text and a redirect button of your choice. With template variables, you can include key pieces of data from your lead to make the message personal and use language which suits your industry and customers. The redirect button allows you to send your customer to any http or https page. You could use this as an upsell opportunity by sending them back to a page on your main website or just send them to a page which reminds them of your process and what happens next. The choice is yours. Take a look at our user doc for more information.
Custom thank you message
Show the Appointments booking assistant as an iFrame in your website or as part of your website flow
It's been possible to send an email link allowing customers to view your availability and book their preferred slot via Appointments since November. We've now taken this a step further and made it so you can show the Appointments booking assistant as an iFrame in your website or as part of your website flow. Why let your lead cool down when you could get your customer or prospect to book an appointment there and then when they first show an interest in your product or service via your website? Perfect to secure that initial follow-up call. It's all in the user doc.
Improvements to Journeys styling
Now that Journeys is used by your customers and prospects for fact finds and other similar data gathering tasks, we've made some subtle styling changes to ensure it's as accessible and user friendly as possible. We've extended these changes to other new features like Appointments and Voice, including the admin tools, so that everyone benefits from these improvements.
Newly styled journey
Improvements to emoji handling
We've made some improvements to the way FLG handles communications containing emojis. We'd had some reports of incoming emails containing emojis being cut short which is now fixed and there's a new emoji selector on the toolbar.
Next, we're back working on making journeys more dynamic so you can fine-tune the route each customer or prospect takes with conditional logic.
Thanks for reading.
Mike Emery
Product Manager
FLG
New release - share a PDF of a completed journey and more
improved
FLG Journeys
Hello
We've added more functionality to Journeys.
Share a PDF of a completed journey
This one is straight from our feedback site. You asked to be able to share a copy of a submitted journey by PDF and you now can by inserting a journey PDF link using template variables into an email template. It's then very simple to automate the sending of the email based on the submission of a journey using lead actions. Take a look at our user doc for more information.
We needed this at FLG HQ. We use it to share fact find documents so information about our prospects reach all the right people. There's no need for someone to save PDFs manually to a file store anymore.
PDF journey3
More template variable fields in journey static text
We've made a few new fields available within templates variables, for your partners. Open the variables chooser on a static text field in a journey and navigate to the "Buyer data" section to see all the new fields.
Improvements to journey styling
We're updating some of the styling in journeys to make them even more user friendly and intuitive for your customers and prospects. You may have spotted a few subtle changes so far to validation messages, read-only fields and calculation fields. There's more to come in the coming days so watch this space!
Thanks for reading.
Mike Emery
Product Manager
FLG
New release - let your customer choose and book their own appointment slot
improved
FLG Appointments
Hello
Another milestone moment for FLG CRM!
Let your customer choose and book their own appointment slot
Not to be outdone by customer Journeys, it's now possible to invite your customer or prospect to make their own appointment with you through the Appointments booking wizard - perfect for fact find calls, sales meetings or site surveys (or demos in our case). No more going back and forth for days trying to find a convenient time whilst your lead cools down. Empower your customer to choose one of your available slots.
The Appointments booking wizard is accessed by sending your customer a link to it via an email template variable. The page is mobile and tablet friendly so your customers can choose their appointment at a time and place most convenient to them.
Appointments external8
Once your customer makes an appointment, it'll get inserted into your Google or Microsoft calendar and it'll get recorded on the lead so you can kick off a range of automated actions using the lead action event, "Appointment Created - Customer". You could, for instance, send your customer an appointment confirmation email or task yourself to prepare for the appointment.
In support of this we've extended the email notification feature available in the user's profile to Appointments. Should a customer or colleague put an appointment into your calendar, you can receive an email to let you know. 
Take a look at our help doc for more information or get in touch if you'd like our help. 
Thanks for reading.
Mike Emery
Product Manager
FLG
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