Hey there,

We have some awesome news! We've made a simple, yet big improvement to testing emails in Sequences...

Ever wanted to quickly send a test preview of every email in your Sequence? Now you can! Whether it's for copy approval or testing the messaging flow, we got you covered!

You can select a specific Email Step to preview or ALL of your Email Steps. Each Email Step will be sent individually as it would be in your live Sequence. 

Simply enter the delivery email address and click 'Send now'.

Until next time!

Hey again! 

We've been super busy over the last few weeks, and we're excited to share a pretty cool update! 🎉

We've released a new Action Step ⚡️ that will allow you to seamlessly transfer prospects and leads to an entirely new Sequence or End any active sequence instantly.

We've already heard of some pretty unique ideas from our amazing customers. But our initial inspiration for this feature was to simply enable a seamless transfer at the end of a Sequence, if a prospect hasn't replied or engaged. 

This would help ensure no prospect ever slips through the cracks, even when they reach the end of a Sequence.

🚀 Stay tuned for more big news coming soon! 

Small tweaks for the week related to Prospect and B2B data searches!

• fix Prospect Search / Database update to increase performance for results on larger datasets. 

We have also fixed some defective functions as part of this hotfix release:

• fix Landing Pages: Fix defective redirect to download page when client had a CNAME was present but not registered with the Leadfwd app. 
• fix Forms: Update to form processing and identification to ignore existing cookie assignment when the 'email' input on a form has a different email address. This will ensure a new record is created instead of inaccurately attributing a form submission to a contact ID based on a cookie being present.

We have fixed some defective functions in the app within this hotfix release;

• fix Sequences: open tracking would infer opens of email steps even when the open tracking was disabled, simply based on clicking on links like unsubscribe. This would create confusing stats, since no actual open tracking was enabled. With this fix, we will no longer track or infer opens simply by visiting a static-app pages like unsubscribe. 

Hello Leadfwd Community!

We’re pleased to announce that the following features and enhancements are now available for our list import functionality for CSV files.

• new Segments are now auto-created for every unique CSV file that's imported for new lists or existing lists (updating). This makes maintaining a single master list much easier, but easily targeting individual list updates (as segments).
• improvements Changelog for lists now includes the duplicate count that were discovered during your list import or update.
• improvements Platform log now includes CSV import processes and their outcomes. Replicating the legacy email alert with your input processing report details, inside the Platform log.
• improvements Lead Source attributed to CSV files where a contact originated. Updated views include the Lead Source Analytics view, Timeline view and List view.

We have also fixed some identified bugs:

• fix Fixed and separated the List Changelog queries for Missing, Invalid and Duplicates by creating separate columns.
• fix Fixed incorrect assignment of the account owner for every list update or import. It's now accurately represented by the logged in user that executed the list update/import.

Happy Valentines Day <3

We have a handful of small, yet important updates and fixes to share with you today!

Bug fixes:

• fix CSV Export on Sequence Report Views not functioning as expected. Fixed and tested.
• fix Status change for Out-of-Office (OOO) contacts was showing as Ended, instead of Working due to the record status change to 'inactive' during their out of office period. OOO contacts are now properly displayed as Working, not Ended, along with a specific OOO sub-status.
• fix Sales Inbox category tree options would display positive values for unread messages in the detailed view, but on-select it would present an error that no messages existed. 

Hey there,

We have some awesome news! Our Sequences 2.0 has now been officially launched!

Ever wanted to customize and stack Sequence steps, add timed delays between steps or seamlessly transfer contacts to different Sequences? Now you can!

Stackable steps

In the past your Sequence was required to kick-off with an Automatic Email step. With our latest release, you can how custom stack your steps in any order. So instead of starting with an email, you can start your Sequence with a manual task or outbound call (CRM connectors).

Set timed delays between steps

While our original version of Sequences supported timed delays between email steps with the Sequence schedule, there's wasn't a great deal of flexibility to set timed delays between steps. With our new 'Set delay' Sequence step, you can pause contacts at any point in the Sequence for any set time period, reducing touchpoint frequency.

Sub-steps

For outreach scenarios that require multiple touchpoint actions on the same day, you can now take advantage of sub-steps. A sub-step immediately follows a standard Sequence step, with a timed delay. Sub-steps allow you to link together multiple actions on the same day, that would historically have been configured as individual steps governed by the Sequence schedule. Sub-steps follow timed delays that are configured for each sub-step and the delays are based on the execution of the parent Step.

Hi Leadfwd community,

It's a big day for us because we are releasing an amazing update. A native connector for Outlook 365 mailboxes has been requested a lot, and it’s finally here.

This native Oauth2 connector makes connecting Office 365 organizations as simple as just a few clicks. Leveraging Microsoft's API for mailbox connectivity has also shown to boost delivery rates when compared to the legacy SMTP connector.

We are thrilled to introduce the Outlook 365 connector! Learn more

Sales reps don't have the time to personally write, send and monitor email activities for hundreds of leads every day. But Engage does. At the heart of Engage is the sales sequence. Sequences help sales reps execute personalized and relevant customer interactions automatically. Sequences run in the background engaging prospects until they’re qualified to take the next step. With Sequences, Sales reps can focus more of their time on closing deals instead of finding them.

AI-based machine learning can uncover key insights to help guide your sales reps to qualified sales opportunities and save valuable time by taking actions on your sales reps behalf, like auto-updating the CRM with key information or auto-pausing outreach while a prospect is out of the office. All automatically without any human input.