New Features/Enhancements
Highlights
Social Media: Upload Video for Instagram Reels - BETA
Users can now upload images and videos to Insellerate and allow team members to post to their Instagram account via Reels. This is a BETA release so please know updates and enhancements will continue based on client feedback.
There are a few prerequisites to use this integration:
Your Instagram account must be linked to your Facebook Business page. See the How to Connect Instagram and Facebook Accounts article for details.
Your Facebook account must be active within Insellerate. See the Content Library: Social Media l How to Connect to Facebook article for details.
Your marketing admin is responsible for creating Instagram content and giving users permission to use that content.
With permission, your Instagram page will be visible within the Insellerate Instagram content you have permission for. See the Content Library: Social Media l How to Create a Social Media Post article for details.
Partners: ability to upload logos to Partner Branch and Company Profiles
Users can now upload a logo for Partner companies and branches to use in signature blocks or co-branded Content Library templates.
New Filters: ability to filter on Borrower and Co-Borrower Email Addresses
Users with inTouch and Custom Filter access can now create filters based on the Borrower and Co-Borrower Email fields. Read the Filters Setup article for more information on how to define filter logic.
Preferences: define font, color, and size for inTouch and Workflow pages
Users with access to inTouch and Workflow pages can now define the font type, color, and size to assist to improve the usability for users with vision impairment. Users can set these in the Preferences section:
SMS Enhancement: user must be assigned to a lead to send SMS
Per customer feedback, users now must still be assigned to a lead / application in order to send new SMS messages. Use case: a user is assigned to a lead and has a SMS conversation with the contact. However, company lead rules have the lead re-assigned to someone else. The original owner can no longer send SMS to the contact. The SMS text box will be grayed out if a user opens the SMS text box but is not longer assigned to the lead.