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: , , , , , , , ,
Nov
09
2009
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Search & Report on Leads by Date Referred

Prior to today, most reporting was based on the date a lead was originally received.  This caused problems when you needed reports based on the date that a lead was actually sent out to a partner (i.e. referred).  It was possible to get this information from the ‘Status Date (Conversion)’ reports, but this wasn’t ideal.

You’ll now see a ‘Date Referred’ tick box next to the date selection in Search Leads and selected reports within the Reports Centre.  This will bring up the selected leads/report based on the referral date.  The dates shown in the Search Leads list will be the referral date.  Any leads not referred won’t be listed/reported when ‘Date Referred’ is selected.

There’s also a new ‘Partner Transactions Report’ which will give you an exportable list of transactions for a specific period across all partners.  This will be useful when you need to see all transactions for reconciliation, or where you want to find a transaction on a particular date/range.

Written by John Jackson in: General | Tags: , , , , , , , , , ,