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
New release - customer facing journeys, electronic signatures and much more
improved
FLG Journeys
Hello
We've got some valuable new additions to Journeys which are available now and ready to be added to your existing or new journeys.
Collect information from your customer using a journey
This is a big milestone for us and something which was at the forefront of our thinking when we started creating the Journeys feature. It's also something you told us about on our feedback site.
It's now possible to share a journey with your customer or prospect for them to complete. It'll save your staff time, give your user convenience and get your fact find information right first time. It's possible as an iFrame in your website or as a standalone page reached via a redirect within your website flow or by sending your customer a link to it via an email template variable. The standalone page is mobile and tablet friendly so your customers really can complete at a time and place most convenient to them. Showing as an iFrame means you can wrap the journey in your brand and up-sell information.
Journey external
Collect an electronic signature in a Journey
We've added a new signature field type so you can collect a cursor signature from customers completing a journey. Simply add a new journey field and select "Signature". Once collected, the signature image can be exposed via a template variable and a webhook. Here's the post on our feedback site.
Journey signature
Static text is no longer static!
Static text can be used for a range of things in a journey. You could use it to script calls for your users or provide information to your customer completing a journey. We've now made it so you can use template variables to add dynamic values and personalise your script or text for users and customers alike. You could, for instance, add the customer's name within a script or add key pieces of information in a statement covering the terms of your service. It's also possible to show this text on a PDF export. This too came from our feedback site.
Journey static text
Add helper text to journey fields
You can now instruct your users or customers how to complete a journey field in your own market specific language or brand style. We'll show this neatly above each field in a journey. No more long label names to try and explain to someone how to complete it!
Journey helper text
More fields
We've added a range of additional fields so you can now add them to journeys for data collection or as important internal references. You can now add Marketing Source, Term and Medium, Lead ID, Lead Group, Assigned User, Status, Site, Lead Type, and all contact permission fields. This suggestion also came from our feedback site (have you spotted the pattern yet that we like getting your feedback!).
Bye for now.
Mike Emery
Product Manager
FLG
New release - minute granularity in workflows, Appointment templates and more
improved
FLG Appointments
FLG Journeys
FLG Voice
FLG CRM
Hello
We've been busy making changes and improvements right across the product. These are now live.
Minute granularity in workflows
This is one I am really pleased to tell you about. It's the top voted feature on our feedback site so we know it's important.
You can now create automated workflows and trigger subsequent actions by minute and not just by hour or day. No more lukewarm leads because you had to wait an hour between actions! You can now keep your leads red hot by triggering automated communication or tasking one of your users immediately, for example.
Workflow - minute granularity
If you want to learn how workflows can save you time and make your actions consistent, take a look at our help doc or get in touch with our support team for help.
Appointment types
Another great suggestion which came straight from our feedback site and currently the top voted Appointments feature. You can now define appointment types to ensure your appointments are consistent and can be created even faster.
Appointment types
Clearer back navigation in Journeys, Appointments and Voice
As our new features have grown we started to find that the breadcrumbs menu in the top left was becoming complicated. We've simplified this so that it now takes you straight back to where you were before.
Return navigation
Reports sorting
A bug was reported where values and costs were not sorting correctly in FLG native reports (not Insights). We've fixed that.
Reports sorting
Thanks for reading.
Mike Emery
Product Manager
FLG
New release - include your customer on an appointment invitation
improved
FLG Appointments
Hello,
A new feature to tell you about:
Include your customer on an appointment invitation
We've added an option when creating an appointment to send a copy of the your calendar invitation to your customer. We remove any private or internal information and just include the basics. You could also send a branded email using lead actions and the event 'Appointment Created' to give your customer or prospect full details for the appointment and tell them what to expect when you meet or call.
Appointments - invite customer
Thank you,
Mike Emery
Product Manager
New release - Journey calculations, Exchange and Outlook.com support and Voice call matching widget revamp
improved
FLG Appointments
FLG Journeys
FLG Voice
Hello
Lots of new things to tell you about right across the FLG product.
Journey calculations
In-page calculations are here! You can now create calculations within a journey to add meaning to the data you're collecting whilst you're collecting it. The new calculation field type lets you create simple journey calculations using all integer, decimal and currency fields. Perfect for creating income and expenditure summaries.
Calcs
We hope this gets your creative juices flowing and you can tell us what else you need from journey calculations. We have ideas but we'd rather you told us what you want. Head to our feedback site to do just that.
More Microsoft support for Appointments
FLG Appointments now supports Microsoft Exchange and Microsoft Outlook.com too. If you're an Exchange or Outlook.com user who schedules calls or meetings with customers or prospects as part of your process, this should be right up your street. Appointments checks availability in your external calendar and lets you pick an available time without ever leaving FLG CRM. It then puts the appointment into your external calendar. No more duplication!
Exchange and Outlook
Voice call matching widget revamp
We now show a mini call history in the widget where the user can match/unmatch calls to/from leads as well as archive calls if there is no corresponding lead. The user is also one click away from the full call details or their own call history page previously reserved for admin users.
Re-vamped call widget
We want to do everything to ensure every call associated with your leads has the correct home and nothing falls into a black hole. Tell us if we can do more.
Thank you,
Mike Emery
Product Manager
New release - make appointments for a team or group and set any appointment duration
improved
FLG Appointments
Hello,
A couple of great new additions to FLG Appointments.
Group appointments
FLG Appointments now supports groups. You can check calendar availability in a group or team to find a suitable slot for a meeting or call. It's quick, easy and uses your existing FLG user groups. All you need to do is get each user in the team to connect their external Google or Office 365 calendars and you're away.
Group calendars
Flexible appointment duration
This one came straight from our feedback site - it's great to be able to close the feedback loop.
Rather than choosing a fixed appointment length, you now have the freedom to select exactly how long your appointment should be.
Flexible durations
Next we're going to give you a way to invite your customer or prospect to the appointment so it appears in their calendar and add support for Microsoft Exchange and Outlook.com calendars. Watch this space!
Thank you,
Mike Emery
Product Manager
New release - Voice call history, easy voicemail identification and more automation
improved
FLG Voice
Hello
I am pleased to be able to tell you about three new Voice features.
Call history
To go hand in hand with our Voice feature, we've added a call history to administer your calls. Here you can ensure every call has a matched lead and no important calls get lost. It's also the place to view all the call details and another place to add call comments and listen to call recordings.
Call hist (blurred)
Inbound voicemails
We'll now make it clear on the lead and in the call history when your customer or prospect leaves you a voicemail rather than treating it as a normal inbound call. At a glance you'll be able to see that your attention is needed and a voicemail exists.
Voicemail on lead (pixelated)
Lead action events
You can now automate actions on an unanswered inbound call or on receipt of an inbound voicemail. Why not task your users immediately to return the call or listen to the voicemail to keep the lead warm and provide the best customer service you can.
Voice event triggers
Next we're going to improve the call history and give you a way to archive calls when there is no corresponding lead. In the coming weeks we'll also have a brand new Voice integration to tell you about to add to Aircall.
Thank you
Mike Emery
Product Manager
New release - improvements to Journeys and Voice
improved
FLG Journeys
FLG Voice
Hello,
We've just released some great new Voice and Journeys functionality.
Add call comments to an existing telephone call note
The Aircall integration, the first offering as part of our Voice track, is great and creates telephone call notes automatically with call recordings just a click away. We quickly identified that it's very normal for an agent or adviser to record important details of the conversation after the call has ended. With the telephone call note locked, there was no way to do this. Well, there is now! If you use Aircall, or one of our future Voice integrations, then you can now add call comments to a telephone call note. Entries are date and time stamped and show which user added it so a full audit history is available. Plus you can still add call comments in the Aircall app too.
Append comments to Voice call notes
Use conditional filters in Journeys to power automation
Journeys automation just got better. You can now trigger events based on the data collected via a journey. For instance, you could ask your customer what bolt-on products they may be interested in and automatically send them more information. Or check their date of birth if your products are targeted at specific age groups and send more information based on that.
Auto-expanding long text box
It turns out that the 'long text' data type just wasn't long enough for some of you, so we've made it auto-expand. The input box will now expand to forty lines before you'll see a scroll bar. If you only collect a small amount of text, you'll see no change.
Long text box auto-expand
Thank you,
Mike Emery
Product Manager
New release - Journeys webhooks and automation plus more Appointments controls
improved
FLG Appointments
FLG Journeys
Hello
We've just released some great new Journeys and Appointments functionality.
Lead action events
You can now automate actions based on the progress completing a journey. For instance, why not send your customer or prospect an email thanking them for their time completing your fact find. Or assign the lead to a particular user or user group once a journey has been completed so the contents go to the right people straight away.
Journeys event triggers
Webhooks
Journeys data is no longer siloed! Set up a webhook as part of a lead action or workflow in the normal way and you'll now see Journeys' data included so you can start to make use of it in other systems or tools.
Edit or delete an appointment from FLG
Appointments can now be edited or deleted from the FLG activity stream. Not only is this easier than jumping over to Google Calendar or Microsoft Office 365, you can do it on behalf of others in your company without needing access to their external calendar and be able to check their live availability. It's fast and simple to do, so an appointment can be rearranged whilst your customer or prospect is on the end of the phone and be updated in the external calendar in seconds.
Edit appointment
Next we're expanding Appointments to user groups so we can check calendar availability for a whole team. We're also building on Journeys automation with conditional filters before we start to look at in-page calculations and conditional logic.
Mike Emery
Product Manager
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