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
New - Choose whether or not to show hidden fields on a lead
improved
FLG CRM
Hi,
I wanted to share another improvement we've recently made to FLG.
Choose whether or not to show hidden fields to a user
Previously, when a field was set to the type
Hide
, the data stored in that field was still visible on the lead details page. We've frequently been asked if it's possible to remove visibility of these fields entirely from the lead for certain users.
Whether, for example, you use hidden fields for sensitive data or if the data is only relevant to a particular team, you've now got the flexibility to choose who can and can't see them.
To achieve this, we've added a new user permission
Enable view hidden fields
, to allow you to specify whether a user can or cannot view hidden data on a lead.
view hidden fields
By default the permission will be enabled for all users, so head over to Settings > Users to update this if do you want to remove the field from the lead view.
Thanks for reading.
Karen Barker
Business Analyst
New - Copy hidden fields when copying a lead
new
FLG CRM
Hi,
We've recently added a new enhancement to FLG that has come straight from our feedback boards.
Copy hidden fields when copying a lead
Previously, when a user did not have permission to view the introducer or source fields, or if a standard or additional field was set to the field type of
Hide
, the data stored in those fields was lost when the lead was copied. This has caused you extra manual work to find and update the missing details or frustration in losing important data.
From now on you'll be able to choose whether you want to retain the current behaviour or choose to copy these fields alongside the rest of the lead data. We've provided two extra options in your Lead Group settings to give you full control of what you do and don't want to copy.
Copy hidden fields
Coming soon we'll be giving you the option to not show fields of type
Hide
on the Lead Details page.
Thanks for reading.
Karen Barker
Business Analyst
Improved - Scrolling and searching in FLG
improved
FLG CRM
Hello,
I'm pleased to tell you that after feedback from you, we have improved some areas of the FLG user interface to make it easier and quicker for you to find and select the values you require.
The changes are subtle but we think you'll like them. The main changes are to the buttons and menus on the lead summary page and the bulk actions page. We've replaced the old-fashioned dropdown menus with more modern alternatives which have scroll bars and search tools built into them.
newUIStyling
Please keep your feedback coming to help us shape the future of the product!
Thanks.
Karen Barker
Business Analyst
New - Click Tracking enabled for SMS Short Links
new
FLG CRM
Hello,
We have a new feature enhancement to tell you about.
Click Tracking for SMS Short Links
Another enhancement straight off our feedback boards. You can now track customer engagement levels with your SMS Short Links, giving you a greater insight into the success of your marketing campaigns.
We've added
Clicked
as a new status in the existing Text Delivery Summary and Text Delivery Detail reports in Insights, so you'll now be able to see exactly who has interacted with an SMS Short Link in one of your messages.
We've also added a new lead action trigger,
Text Message Clicked
, so you can automate further actions when a user clicks the link.
SMSClicked
We hope this gives you valuable insight into your customer engagement.
Thanks for reading.
Karen Barker
Business Analyst
New - Cc and Bcc email addresses on template emails
new
FLG CRM
Hello,
We have a new feature to tell you about straight from the feedback boards.
Include Cc and Bcc email addresses on template emails
You can now include a pre-defined Cc or Bcc email address on all email templates you create. This makes it possible to copy in a 3rd party on automated and bulk emails.
For example, you may want to Bcc your unique Trustpilot email address in your customer confirmation emails following a sale, so that Trustpilot can automatically ask them for a review.
Bcc on templates
Head over to your templates and give it a go.
Thanks for reading.
Karen Barker
Business Analyst
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.
1b54c60d-b063-4ef8-ac85-87a317b9b760
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
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