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Just Released: New Features via Salesforce, Emails and CTAs

David Brutman
,
January 13, 2016

The new year comes with great news from Folloze. Our engineering team has been busy over the last few months working on some key features that are designed to streamline closed loop lead campaigning and follow up, all through Salesforce. We also developed exciting new email invitations and engagement summaries in addition to a new progressive CTA form.

Want to see a live demo? Register for a kick start session, and you’ll have your first board ready today!

Feature #1: Enhanced Salesforce Campaign Alerts and Follow Up

Previously, we released the Salesforce Campaign Wizard that Allows marketing to predefine boards for sales to send to their leads, individually or as a group.

We have now extended this feature to be able to get real time alerts when your prospects engage with the boards sent to them and get detailed action lists that enable effective follow ups.

This allows sales to track the notification stream for new hot leads, and filter them by their engagement level. For example, you can view only clickers (leads that pressed a Call-to-Action) or super viewers, people that viewed at least 3 items. In addition, sales people can subscribe to email notifications for new leads.

With these enhancements, salespeople can track campaigns in real time and address hot leads, all within their salesforce environment.

Image 1: Real-Time Alerts on New Leads and Detail Activity List

‍Image 2: New Lead Email Notifications

Feature #2: Daily campaign summary email

Our Daily campaign summary email provides an overview of the activities in your top 5 boards over the previous 24 hours. It helps marketers get insights into the level of activity in each campaign, and some of the most engaged people. It is especially useful when marketers create boards for sales follow ups and track how impactful these boards have been for their sales teams. This digest is personal, and sales people will also get it for the boards they are using and are subscribed to.

Image 3: New Campaign Summary Email

Feature #3: New email invitation

We redesigned the email invitation that’s sent to prospects in order to optimize conversion, based on leading User Engagement studies. The new design takes advantage of the banner image and allows salespeople to plugin a customer logo to personalize their reach out. In addition, we also offer the text only email, for more casual reach outs.

‍Image 4: New lead invitation emails

Feature #4: New Salesforce API

We have enhanced our Salesforce API integration with some key attributes:

  • Create leads in Salesforce - automatically based on their engagement level. For example, admin can choose that new leads will be created for any user that either viewed certain amounts of content or clicked a CTA. Also, salespeople can manually create a lead in Salesforce (if permitted by the company admin).
  • Update Lead Activity - Write key activities such as viewing content items, actions, etc.
  • Status update - Whenever a user changes status, the new status is written to Salesforce, giving salespeople visibility to the latest engagement and interest level of the lead.
‍Image 5: Admin screen to configure Salesforce creation lead rules

Feature #5: New CTA - Progressive Form

We are introducing a new progressive and flexible form to capture lead information. The form is flexible in terms of the fields to present and the messages presented before and after lead information is submitted. It is designed to be progressive so any information that is already captured in the system will be pre-populated to the form.

‍Image 6: New progressive form and the corresponding settings screen

We are excited to introduce those new features. Join us for a live demo session, and have your first board created today!