May Monthly Product Updates 2024 - LeadManaging

Lead Managing (LM)

 

Highlight Feature


- We have added the option to insert tags in our Staff Email Templates. These tags serve as placeholders for data that is pulled directly from your LM account.

In this iteration, we’ve added the following tags which will pull the corresponding building, staff, or prospect information:

  1. Building Info - This will depend on the building selected when responding to an event or the Guest Card selected.
    1. Building Name
    2. Building Address
  2. Prospect Name - Refers to the prospect’s name from the email event the user sends a reply to.
  3. Staff Details - This will reference the details of the LM user that is responding to the email event.
    1. Staff Name
    2. Staff Email Address
    3. Staff Day Phone Number
    4. Staff Evening Phone Number
  4. Building URLs - This will pull from the Building Configuration Custom Building Settings (Path: Settings → Configuration → Select a Building and Adjust Configuration → Other Custom Building Settings). The values will depend on the building selected when responding to an email event or the Guest Card selected.
    1. URL 1
    2. URL 2
    3. URL 3

Customer Benefit: Inserting tags in templates improve the efficiency of sending emails. This eliminates the need for users to change the building, staff, and/or prospect information each time they send an email.

 

New Features

 

- We have improved our LeadManaging and Chatbot integration for clients that use LeadManaging as their Chatbot’s source of Pricing and Available Date. In this release, users may now make units Available, Unavailable, or Disabled via LeadManaging and Chatbot will then reference these responses. 

 

To learn more about the LeadManaging-based Pricing & Availability for Chatbot, please visit this Support Article: LeadManaging as the source of Pricing and Availability Data for Chatbot

 

 

Customer Benefit: Customers can readily update the Chatbot’s unit availability responses directly via LeadManaging.

 

- We have added a Sublease response feature that allows Chatbot to answer if a building allows or does not allow sublease. To start using the sublease response feature for your chatbot, please submit a support ticket. 

 



- Clients can now submit requests to add footer verbiage in the prospect’s contact information section of the Booking, Registration, and Contact Forms. This section is intended for legal statements such as privacy policies and personal information management.

 

If you are interested in this feature, please reach out to Customer Support

 

 

Customer Benefit: This allows clients to add their own policy details and link to the prospect information section of LeadManaging’s forms.

Improvements

- We have improved our call event processing for Vista Voice. The upgrade ensures Vista Voice call recordings are always complete and show the accurate call duration in the Building Notes, Guest Card, and To Dos.

 

- Moving forward, events created through the Guest Card’s email button will follow the most recent event’s media source. This ensures that the events are labeled with the latest media source that the prospect used to reach out to the building as well as to avoid records without a proper media source.

 

Note: Using the most recent event’s media source is also the existing behavior of our Outbound Call feature. We have matched the behavior to assure data consistency.

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