New Feature/Enhancements

Marketing Communications Control Settings

Users can now define the email, SMS, and RVM send configurations for automated communications at the User and Lead Level.

User Level Profile Settings

This will define what automated marketing is sent to all newly created leads by default for the user.

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Lead Level Control Settings: inTouch Action Tool

The user can override the User Level Profile settings at the Lead Level by selecting the inTouch Action Tool for a specific lead.

Open

When first opened, the Lead Level Control settings all are defaulted to No Selection which means the User Profile Settings will be used.

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The user can then select a specific communication type and decide if marketing will be sent “Yes” or “No” for that lead. Any settings added/updated on this popup will be applied to the lead.

New API: Prospect Search by Reference ID

A new API has been added that will enable a system to search prospects by Reference ID and return all lead data associated to that prospect. View more info here.

Improvements

Campaign Lead Posts: Dynamic Mapping Templates

Lead providers can now can define which mapping template to apply to a new lead by adding the Mapping Template ID as part of the lead post data. This can enable multiple lead providers or lead post structures to be posted to the same inLead Campaign. View API documentation.

If no Mapping Template ID is added to the post, then the default mapping template associated to the campaign will be used.

Marketing Report: Now User Can Filter by Branch

Users can now filter the Marketing Report by Branch.

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SMS Responses: Added to Engagement Report Detail Popups

Nowhere in the Engagement Report is the user able to see the actual SMS sent and the response. A response was not available prior to the release on this report.

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Fixes

Partner Branch Fields:

Several partner branch-related fields were shown as checkboxes. All are now showing as their correct field type.

Emails Extra Text:

Some email providers were displaying extra text in the email header “\n\t”. This has been removed.

Marketing Call Totals:

All calls were not being included in the Marketing Report Total Calls column. This has been resolved.

Global Search Inactive Users not Clickable:

Inactive users can now be selected if a global search by the user is completed.