Release Notes 12.15.2016

What’s new in FrontSpin?

1) Lists Auto-Refresh

You can now set the time for dynamic lists to be refreshed every X minutes (minimum is 60 min). This will re-run SFDC Report your list is built based on. To enable it while creating a list check “Enable List Auto-refresh” checkbox and set the refresh frequency value in minutes.

frontspin-lists-auto-refresh

 

2) Email Opens/Clicks Notifications

Users can decide where to be notified by about inbound emails, emails opens & clicks. Settings => Notifications => Email Notifications

frontspin-email-notifications-settings

They will appear under Notification Tab in the Top Nav Bar:

top-nav-bar-open-click-notifications

If the Popup option was selected, users will see popups notifying them that emails were opened/clicked:

opens-clicks-notifications-and-pop-ups

3) Number of Opens/Clicks Per Contact and Last Open/Click Date in Lists

On each list/playbook step users will be able to see columns that show the number of opens/clicks per contact and last open/click date of the email. Please note that these number are calculated as totals per contact (i.e. Bob received 2 emails: he opened 1st one 3 times and 2nd one 2 times => total number of opens would be 5 and last open date would be the date of the email he opened most recently).

frontspin-number-of-clicks-opens-per-contact

4) Email Open/Click Tracking Settings in Lists/Playbooks

Users now can decide whether track opens/clicks on per list/playbook basis: this setting will override user settings for opens/clicks (i.e. Vicky has open/click tracking disabled under Settings => Email Settings=> BCC & Client, but she wants to track opens/clicks for a specific List Playbook => she would need to select Yes on open/click settings in the list).

opensclicks-settings-in-playbooks

5) Assigning a Team to the List

Users can assign the whole Team to the list:

assigning-team-to-the-plabook

6) Forced Call Result Selection

Under Settings => Your Organization => CALL SETTINGS, enable the “Set Choosing Call Result is Mandatory” checkbox.

setting-required-call-result

 

This will not allow users to save their call notes if call result is not selected and highlight call result drop down with red color (please note: this will still allow users to move to the next call)

required-call-result

7) Call Results on Manually Logged Call/Callback Tasks

Users can select a call result if they logged a call/callback manually by completing an open task:

call-result-on-callcallbacks-tasks

8) Email Queueing Per Mailbox & Email Timezones

Improvements on Email Timezones that affect Daily Email Limits has been made. Now email queue is set per user/mailbox (as opposed to per tenant/account queue prior).

 

Updated on May 9, 2018

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