June 2024 Leadmanaging Product Updates

 

Highlight Feature


- We’re pleased to introduce our new Activity Log section. This section will begin to track both System and LM-user historical activities made to the Contact Details of the Guest Card.



Customer Benefit: Leasing Agents and Property Managers can now review Prospects' contact detail history and easily backtrack as well as compare records between platforms.

In this iteration, the following details will be captured and show in the Guest Card’s Activity Log:

  1. Date and Time - Shows the date and time the change was made. The date and time follows the Eastern Time (ET).
  2. User - Shows the specific user’s name or if the System made the change.
  3. Location - This section will show N/A if the change affects all Buildings of the Guest Card or specify the Building Name if the change is building-specific.
  4. Event - This will show N/A for now as we continue to build tracking for event changes.
  5. Action - Refers to the change involved. Such as:
    1. Create - When the Guest Card is created
    2. Add - When the field was previously blank (Guest Card has already been created at this point)
    3. Edit - When the field had a different value and was changed to something else
    4. Delete - When the field had a value and is now left blank
  6. Field - Refers to which field was changed such as:
    1. First Name
    2. Last Name
    3. Phone
    4. Allow SMS (will say Checked and Unchecked)
    5. Email
  7. Previous State - The value before the change.
  8. Updated State - The value after the change.
  9. Notes - This will house future enhancements when notes are added to specific Events. When the Guest Card’s Contact Details are updated, this field will always say N/A.

Limitations:

This feature will only begin tracking changes moving forward (after June 2024 Release). Changes that have been done in the past cannot be recorded therefore will not appear in the Activity Log. If there are no records to show yet, the Activity Log will say: No data available in table.

 

New Features



Improvements

- Email tracking addresses are now only generated for Media Sources that are associated with the Building. This applies to the following scenarios:

  1. When a Media Source is assigned to all buildings of the PMC, email tracking addresses will be generated for this combination.
  2. When a Media Source is assigned for at least 1 building of the PMC, 1 or more email tracking addresses will be generated for this combination.
  3. If the Building does not use a certain Media Source, no email tracking address will be generated for this combination.

 

Customer Benefit: This will ensure only the applicable email tracking addresses are available in the Export Email Tracking Addresses file.

 

- Buildings that have no availability can now use new and existing Staff Email Templates. Previously, only buildings that have unit vacancies were allowed to use these templates. We have also fixed the issue where users could not remove buildings from the building assignment of templates.

 

Customer Benefit: We’ve updated this feature to ensure that all buildings regardless of vacancy are eligible to use templates.

 

- The dashboard page’s Add New Filter - Media dropdown now only shows the media sources that are associated with a user’s assigned buildings. Additionally, when a user selects a specific Building, the Add New Filter’s Media dropdown narrows down based on the selected building’s associated media sources.

Customer Benefit: This allows the user to accurately narrow down their search in the Dashboard when using a Media Source and Building combination. 

 

- We have fixed the issue where the first name, last name, and email address of prospects are not being transferred over from the Chatbot to the Booking Form. This fix will automatically apply the prospect’s contact information from the Chatbot to the Booking Form when the prospect clicks the booking form link directly from the chatbot’s response.

 

Customer Benefit: The automatic transfer saves the prospects time from having to re-enter the same information.

 

- Improvements were made to our appointment notifications to ensure that leasing agents consistently receive the email notifications of bookings. This improvement covers appointments made directly from LeadManaging, such as the Guest Card and Calendar pages as well as both within and outside of business hours appointments.

 

- We have fixed the auto-responder email template and the emails now always include the Building’s phone number whenever available.

 

- The Dashboard’s Leasing Activity (by Building) graph now adapts to the selected building filters. This allows users looking to narrow down their reports to only see the data based on their selection(s).

 

 

- We have enhanced our system performance to the loading speed of the calendar and guest card’s book appointment pages. This update will allow agents to book appointments in these pages much faster.

 

Customer Benefit: This change allows Leasing Agents to quickly complete their appointment-related tasks in LeadManaging.

 

- Code improvements and monitoring has been implemented to the Dashboard page to prevent latency issues whenever users start accessing LeadManaging. 

 

Customer Benefit: Overall improvement in the availability, responsiveness, and reliability of the LeadManaging Dashboard, leading to a better user experience and more effective lead management capabilities. The preventative measures against latency issues are an important investment in the platform's long-term performance and usability for customers.

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