Jul
15
2010
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Saved Searches & Bulk Messaging

We recently added new features to FLG 360:

  • Search Leads Date Selection – Has been improved and it’s now easier to select popular date ranges (today, yesterday, last month, etc.).
  • Saved Searches/Reports – You can now save searches or reports that you use regularly.  To save or load a search/report, click on the ‘Saved Searches’ or ‘Saved Reports’ links at the top of the search leads or reports pages.  You can save a search/report for personal use, or create a search/report that all users can get access to (you need to have system management permission to add/delete these searches/reports).
  • Quick Filter – The old quick filter feature, next to the search box in the top right corner, has been replaced with saved searches.  Clicking the quick filter icon will now allow you to load a saved search.
  • Default Date Range – The default date range setting in ‘Configuration > Preferences’, is now used as the default range on the homepage summary, search and reports.  It previously only applied to search.
  • Bulk Messaging – A new ‘contact’ option has been added to search leads bulk actions to allow an email, text message or letter to be sent in bulk.  Please not that messages must be sent in accordance with the Data Protection Act 1998 and Privacy and Electronic Communications (EC Directive) Regulations 2003.  It is important that you explain to consumers how to stop receiving messages from you.

We hope you enjoy using these new features – let us know what you think!

Written by John Jackson in: FLG 360 | Tags: , , , , , , ,
Jul
02
2010
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Better Bots & Revenue/Cost Share Billing

We updated FLG 360 last night, rolling out major improvements to bots, lead actions and the options you have for billing your lead buyers and paying your introducers.

Here’s the details of the new features and improvements:

  • Improved Bots Features & Interface: Bots have been improved with new ‘Change Status’ and ‘Assign to User’ actions.  You can also now set a task to any user/group rather than just the user assigned to a lead.  The user interface has been standardised with the lead actions interface so adding bot actions and lead type actions works the same way.  As a side note, the feature is now just ‘Bots’ instead of ‘Contact Bots’.
  • Customise Task Descriptions in Lead Type Actions: Until now, when using the ‘Task User’ lead type action, the task would always read ‘Lead Notification’.  Now, you can have the task say anything you like.  To create a priority task, use the new tick box under ‘Task User’ rather than selecting ‘Priority Task User’.
  • Bill Lead Buyers Based on Lead Cost: There’s now the option to charge your buyers a % of lead cost.  Lead cost can either be an amount manually entered onto the lead (or received from the lead provider), or the payments that the system automatically makes to your introducers.  You can make a charge based on the cost as a % at lead acceptance, qualification and conversion.  For example, you could choose to sell leads to buyers at 125% of cost, or charge 100% cost + a fixed amount.
  • Pay Introducers Based on Lead Value: There’s now the option to pay your introducers a % of lead value.  Lead value can either be an amount manually entered onto the lead, or the charges that the system automatically makes to your buyers.  You can make a payment based on the value as a % at lead acceptance, qualification and conversion.  For example, you could choose to pay an introducer 50% of what you earn, or 10% of your earnings plus a fixed amount.
Written by John Jackson in: FLG 360 | Tags: , , , , , , , ,