Introduction
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Important: Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons that you have purchased as well as the account type that you have (admin/standard user). These features are subject to change at any time.
Release Date
Monday, July 15, 2024
Summary
- Webinar Calendar
- SEO Checklist and Page Report (Beta Feature)
- Chat Optimizations
- Virtual Business Cards
- Schedule Mass Emails
- Search for Smart Plans
- Social Studio Lead Routing Options
Webinar Calendar
The Lofty support teams offer over 50 live trainings each week to help you set up and optimize your Lofty account. With this update, we are including a training calendar that will allow you to quickly browse and sign up for all of the training sessions available!
View the training calendar here: Lofty Training Calendar
SEO Checklist and Page Report (Beta Feature)
The SEO Checklist provides the steps you need to complete to optimize your website's SEO.
The SEO Checklist is in a separate tab in the CMS, next to Settings. The SEO Checklist is only available if you have a full Lofty website. It is not available to subdomain or agent websites. If you are interested in trying out the SEO Checklist, please submit a request here: Beta Feature Request Form
Learn more about Lofty's SEO Tool here: Search Engine Optimization (SEO) Tool
Chat Optimizations
This optimization adds the chat functionality to the web CRM and updates the chat options in the Lofty mobile app.
Here, you can see your most recent chats and texts, initiate chat and SMS messages to your leads and other contacts, and leave notes on a lead's detail page.
Learn more about Lofty's chat and texting features here: Texting via Lofty
Virtual Business Cards
A Virtual Business Card is a file format standard for electronic business cards. Virtual business cards can be attached to SMS and email messages and contain your contact information that can be easily imported into address books or contact management systems.
Learn more about Virtual Business Cards here: Virtual Business Cards
Schedule Mass Emails
This update allows mass emails to be scheduled in advance. Once the mass email is scheduled, you will see it as a task, as a reminder of when the email is being sent and you have the opportunity to make any necessary edits before it is sent.
Click the clock icon on the mass email to schedule the email to send in the future.
Learn more about scheduling emails here: Scheduled Emails
Search for Smart Plans
A search bar has been added to the following areas, so you can easily find a Smart Plan that you may want to apply to a lead:
- Lead detail page → Add a Smart Plan
- People Page → Mass add a Smart Plan
- People Page → Filter by Smart Plan
- Marketing or Settings → Smart Plan → Smart Plan list
The search bar is also available on mobile, Lead detail page → Add Smart Plan
Learn more about Smart Plans here: Managing Smart Plans
Social Studio Lead Routing Options
Navigate to Settings → Lead Routing → Lead Options to allow leads that register via a social studio post to go through either your personal or team/company lead routing rules.
This setting will be toggled Off by default. When toggled off, leads will be assigned to the user who posted the social studio post that attracted the lead.
Learn more about Lead Routing Rules here: Lead Routing Rules
Questions?
If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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